BE SEMICONDUCTOR INDUSTRIES (BESI.AS) Forecast, Price Target & Analyst Ratings

AMS:BESI • NL0012866412

Current stock price

185.3 EUR
-0.2 (-0.11%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for BE SEMICONDUCTOR INDUSTRIES (BESI.AS).

Forecast Snapshot

Consensus Price Target

Price Target
€190.20
+ 2.65% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 23, 2026
Period
Q1 / 2026
EPS Estimate
€0.64
Revenue Estimate
188.51M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
74.29%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
€190.20
Upside
+ 2.65%
From current price of €185.30 to mean target of €190.20, Based on 28 analyst forecasts
Low
€106.05
Median
€198.90
High
€249.90

Price Target Revisions

1 Month
11.10%
3 Months
24.90%

Price Target Summary

28 Wall Street analysts provided a forecast for the next 12 months for BESI.AS. The average price target is 190.2 EUR. This implies a price increase of 2.65% is expected in the next year compared to the current price of 185.3.
The average price target has been revised upward by 24.9% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

BESI Current Analyst RatingBESI Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

BESI Historical Analyst RatingsBESI Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20 25

Analyst Ratings Consensus

ChartMill Buy Consensus
74.29%
BESI.AS was analyzed by 28 analysts. The buy percentage consensus is at 74. So analysts seem to be have mildly positive about BESI.AS.
In the previous month the buy percentage consensus was at a similar level.
BESI.AS was analyzed by 28 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-01-26ING FMMaintains Buy -> Buy
2023-06-06Oddo BhfMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 23, 2026
Period
Q1 / 2026
EPS Estimate
€0.64
Revenue Estimate
188.51M
Revenue Q2Q
30.78%
EPS Q2Q
59.96%
Number of Analysts
10

Next Earnings Revisions

Revenue (1 Month)
11.28%
Revenue (3 Months)
11.69%
EPS (1 Month)
20.81%
EPS (3 Months)
21.88%

Next Earnings Summary

BESI.AS is expected to report earnings on 4/23/2026. The consensus EPS estimate for the next earnings is 0.64 EUR and the consensus revenue estimate is 188.51M EUR.
The next earnings revenue estimate has been revised upward by 11.69% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
BESI.AS revenue by date.BESI.AS revenue by date.
578.862M
-19.92%		607.473M
4.94%		591.331M
-2.66%		879M
48.65%		1.156B
31.51%		1.39B
20.24%		1.659B
19.35%		1.785B
7.59%		1.898B
6.33%		2.132B
12.33%		2.355B
10.46%
EBITDA
YoY % growth
BESI.AS ebitda by date.BESI.AS ebitda by date.
239.124M
-24.59%		224.192M
-6.24%		206.693M
-7.81%		378.11M
82.93%		542.23M
43.41%		681.37M
25.66%		773.28M
13.49%		849.37M
9.84%		953.23M
12.23%		1.091B
14.45%		1.204B
10.36%
EBIT
YoY % growth
BESI.AS ebit by date.BESI.AS ebit by date.
213.392M
-27.45%		195.591M
-8.34%		173.344M
-11.37%		343.69M
98.27%		496.24M
44.39%		636.43M
28.25%		764.79M
20.17%		841.4M
10.02%		901.81M
7.18%		1.035B
14.77%		1.143B
10.43%
Operating Margin
BESI.AS operating margin by date.BESI.AS operating margin by date.
36.86%32.20%29.31%39.10%42.93%45.79%46.10%47.14%47.51%48.55%48.54%
EPS
YoY % growth
BESI.AS eps by date.BESI.AS eps by date.
2.23
-23.10%		2.30
3.14%		1.66
-27.83%		3.57
114.78%		5.30
48.65%		6.75
27.39%		8.16
20.93%		8.86
8.52%		8.72
-1.59%		10.32
18.40%		11.59
12.25%

All data in EUR

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26
EPS
Q2Q % growth		0.64
59.96%		0.85
112.60%		0.84
162.12%		0.57
5.78%
Revenue
Q2Q % growth		188.51M
30.78%		218.89M
47.80%		205.01M
54.46%		188.7M
13.43%
EBITDA
Q2Q % growth		71.155M
52.79%		90.557M
55.45%		84.783M
46.40%		69.564M
-22.65%
EBIT
Q2Q % growth		62.883M
60.16%		81.853M
88.21%		78.833M
131.22%		67.932M
20.86%

All data in EUR

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

BESI.AS Yearly Revenue VS EstimatesBESI.AS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 500M 1B 1.5B 2B
BESI.AS Yearly EPS VS EstimatesBESI.AS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6 8 10

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
59.62%
EPS Next 5 Year
39.79%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
32.03%
Revenue Next 5 Year
24.20%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
56.88%
EBIT Next 5 Year
36.92%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

BE SEMICONDUCTOR INDUSTRIES / BESI.AS Forecast FAQ

What do analysts expect the price target to be for BE SEMICONDUCTOR INDUSTRIES (BESI.AS)?

28 analysts have analysed BESI.AS and the average price target is 190.2 EUR. This implies a price increase of 2.65% is expected in the next year compared to the current price of 185.3.

When does BE SEMICONDUCTOR INDUSTRIES (BESI.AS) report earnings?

BE SEMICONDUCTOR INDUSTRIES (BESI.AS) will report earnings on 2026-04-23.

What are the consensus estimates for BE SEMICONDUCTOR INDUSTRIES (BESI.AS) next earnings?

The consensus EPS estimate for the next earnings of BE SEMICONDUCTOR INDUSTRIES (BESI.AS) is 0.64 EUR and the consensus revenue estimate is 188.51M EUR.

Can you provide the expected long term growth rate for BE SEMICONDUCTOR INDUSTRIES stock?

The expected long term growth rate for BE SEMICONDUCTOR INDUSTRIES (BESI.AS) is 32.03%.