BE Semiconductor: Another Success In 2025A Going Into 2026E (Rating Downgrade) [Seeking Alpha]
BE SMCNDCTR INDUS S/ADR (BESIY)
NASDAQ:AMEX Investor Relations:
besi.com/investor-relations
Company Research
Source: Seeking Alpha
Recent 4Q25 order surge signals a likely upcycle, supporting upgraded 2027–2028E earnings forecasts and justifying a higher price target. BESI's niche in semiconductor assembly, advanced product mix, and strong capital allocation underpin its market-leading position and historical outperformance. Despite strong fundamentals, cyclicality, revenue concentration, and current share price above PT limit near-term attractiveness; maintain watchlist status for future entry. cookelma/iStock via Getty Images I've been covering BE Semiconductor Industries N.V. ( BESIY ) for years at this point, alternating between "HOLD" and "BUY" ratings depending on specific timing, valuation, and appeal for the company. I have previously, and successfully, invested in the company. 2 articles ago, I held a "HOLD" rating, but my last This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of BESIY either through stock ownership, options, or other deriva
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- BE Semiconductor Industries (OTCMKTS:BESIY) had its "overweight" rating reaffirmed by analysts at Morgan Stanley.MarketBeat
- Has BE Semiconductor Industries (ENXTAM:BESI) Already Priced In Its Strong Multi-Year Rally? [Yahoo! Finance]Yahoo! Finance