BE Semiconductor Industries NV (BESI:AMS) Stock Analysis and Recent Developments

BE Semiconductor Industries NV (BESI:AMS), a key player in the semiconductor assembly equipment market, has been subject to recent market scrutiny. As of February 20, 2026, the stock is trading at €173.00 . This article provides an overview of the company’s stock performance, recent news and financial data.

Company Overview

BE Semiconductor Industries N.V. Develops, manufactures, and markets semiconductor assembly equipment. The company operates globally and is listed on multiple exchanges, including Euronext Amsterdam (BESI:AEX) and the London Stock Exchange (0XVE:LSE) . It also has listings in Germany, the United States, Switzerland, Mexico, Bulgaria, and Austria .

Recent Stock Performance and News

Recent news indicates mixed reception to the company’s financial figures. Investing.com reported an earnings call transcript highlighting a Q4 2025 earnings beat . However, the stock experienced a decline following the profit announcement, with a subsequent outlook for sequentially higher revenues in Q1 . GuruFocus also reported strong Q4 earnings and a positive outlook .

Financial Highlights (Q3 2025)

According to data from Q3 2025, BE Semiconductor Industries reported:

• Revenue: €132.73 million, a decrease of 15.23% year-over-year
• Operating Expense: €48.53 million, an increase of 5.05%
• Net Income: €25.28 million, a decrease of 45.95%
• Net Profit Margin: 19.05%, a decrease of 36.22%
• Earnings Per Share: €0.32, a decrease of 45%

Comparison with Peers

Compared to other companies listed on the Amsterdam stock exchange, BE Semiconductor Industries’ performance is as follows (as of February 20, 2026):

• ASML Holding NV: €1,458.93 (0.67% change)
• ArcelorMittal SA: €64.45 (1.01% change)
• ASR Nederland NV: €61.64 (0.85% change)
• Adyen NV: €997.70 (1.32% change)
• ASM International NV (Amsterdam): €701.80 (1.96% change)
• Exor NV: €72.70 (0.48% change)
• DSM-Firmenich AG: €60.68 (0.23% change)
• ABN Amro Bank NV: €28.82 (0.79% change)
• ING Groep NV: €24.60 (0.79% change)
• Aperam SA: €43.18 (2.13% change)

Live Stock Information

Real-time stock information for BE Semiconductor Industries N.V. Common Stock (NL0012866412) is available on the Euronext exchange .