BE Semiconductor Ind.

BE Semiconductor has experienced a marked correction after a drop of just over 40% from its high. Analysts at Berenberg rate the stock as a buy and see an entry opportunity for a counter-move. Besi supplies high-precision assembly and advanced-packaging systems, which are regarded as a central growth driver in the AI chip market. » Altro su finanzen.net

BE Semiconductor's shares fell further, dropping about 3.8% to €248.4 after reports suggested Samsung and SK Hynix could delay the use of hybrid-bonding technology for HBM. The reason appears to be new heat-dissipation solutions that reduce the urgent need to switch from thermocompression bonding and may make hybrid-bonding relevant only for later HBM generations. The potential delay hits BESI particularly hard, as hybrid-bonding is seen as a key growth driver and a major Samsung decision had been expected by mid-2026. Investors face increased uncertainty until the next report on July 23, while the sector as a whole is reacting to a slower pace of advanced-packaging investment. » Altro su de.investing.com

BE Semiconductor’s shares fell about 7.5% to €252.60 after reports that Samsung and SK Hynix could delay the rollout of the hybrid-bonding process. The reason cited is a new heat-dissipation technology that could reduce the need for advanced packaging processes for HBM memory. The potential delay hits BE Semiconductor’s core revenue driver and compounds already negative analyst sentiment; Zacks recently cut its rating to "Hold." The next quarterly report on 23 July 2026 is likely to offer only limited visibility, while the stock is trading roughly 23% below its mid-June 52-week high. » Altro su de.investing.com

BE Semiconductor shares rose 1.1% to €313.50 after the company at its Investor Day raised its revenue forecast to €1.7–2.2 billion (previously €1.5–1.9 billion) and increased the lower end of the operating margin from 40% to 45% (upper end 55%). Management cited robust demand from AI data centers and optical photonics and accelerated adoption of hybrid bonding as reasons, but did not provide a timeframe for the targets. Analyst reactions were positive: JPMorgan raised its price target and Goldman Sachs reiterated its buy recommendation, which, together with a constructive industry backdrop, supported the price movement. » Altro su de.investing.com

Shares of BE Semiconductor climbed about 5 percent and approached their record high after positive reactions to the company’s results. Deutsche Bank raised its price target to €215, citing sustained strong demand and possible integration of Dutch technology into Samsung’s HBM4E chips, a decision likely by June. At the same time, Bank of America rates Europe’s chip sector as underweight after the strong rally and recommends defensive sectors. » Altro su finanzen.net