BESIY BE Semiconductor Industries N.V.

BESIY BE Semiconductor Industries N.V.

Technology · Semiconductor Equipment & Materials

Desk view

Watchingmedium conviction · entry $260-$280 — not entered
Basis Logged decision ·Entry target
Perspectives AI Power Delivery
Updated

Market read

Scan convergence 3 scans as of 2026-08-17 2 bull 1 neutral converging

POC $221.90 · VWAP $247.97 · +10.7% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

4 related perspectives

Watchlists @ai-power@supply-chain-traces@wfe-test-metrology

BESIY Price Structure

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Peers

Every watchlist BESIY belongs to, members best 30-day change first — BESIY highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@wfe-test-metrology
View watchlist →
TER+37.5% +5.8%1d +21.4%7d FORM+30.9% +5.0%1d +22.9%7d ONTO+25.5% +5.9%1d +20.6%7d ENTG+17.6% +0.8%1d +13.0%7d CAMT+17.6% +3.9%1d +8.4%7d LRCX+9.8% +3.5%1d +12.3%7d ASML+7.9% +2.1%1d +8.6%7d BESIY+6.2% +1.3%1d +8.1%7d ACLS+5.6% +2.8%1d +8.7%7d KLIC+4.7% +2.7%1d +17.7%7d AMAT+1.1% +5.5%1d +2.6%7d MKSI-1.2% +3.2%1d +9.8%7d AMKR-2.6% +3.9%1d +15.9%7d KLAC-3.3% +1.0%1d +6.7%7d
@supply-chain-traces
View watchlist →
TER+37.5% +5.8%1d +21.4%7d ATEYY+33.4% +2.6%1d +11.8%7d ELMT+32.5% +1.5%1d +16.4%7d MP+29.3% -0.4%1d +7.0%7d ALM+18.8% +8.4%1d +19.6%7d WOLFE+17.0% +10.0%1d +19.2%7d KEYSE+14.3% +0.9%1d +7.6%7d SDVKY+7.8% +0.3%1d -2.0%7d TDY+6.6% -0.3%1d -1.9%7d BESIY+6.2% +1.3%1d +8.1%7d KLIC+4.7% +2.7%1d +17.7%7d ASX+3.9% +0.9%1d +6.2%7d AMVMF+2.2% +8.8%1d +8.6%7d AMKR-2.6% +3.9%1d +15.9%7d CRS-2.8% -0.4%1d -3.1%7d KMT-5.1% +1.9%1d +0.7%7d
@ai-power
View watchlist →
CRWV+44.8% +0.7%1d +20.2%7d IREN+33.5% +1.9%1d +16.1%7d CLF+32.6% +3.5%1d -1.4%7d PSIX+30.6% -2.6%1d -8.1%7d NVTS+27.2% +0.9%1d +10.7%7d ATI+24.5% +1.4%1d +1.6%7d APLD+20.9% -0.1%1d +7.3%7d WYFI+20.7% +2.8%1d +28.5%7d LEU+18.0% -3.2%1d -2.9%7d ITRI+17.0% -0.9%1d -1.9%7d NVT+14.5% +3.4%1d +9.2%7d ETN+14.1% +0.9%1d +2.4%7d RIOT+9.8% +5.4%1d +3.7%7d SEI+9.4% +4.2%1d +12.5%7d MRAAY+9.0% +0.8%1d +15.2%7d BEP+8.4% -0.9%1d +5.5%7d BE+8.0% +1.0%1d +10.2%7d MPWR+7.9% +1.0%1d +2.5%7d HIVE+7.7% +14.1%1d +17.2%7d EQT+7.3% -2.6%1d -2.0%7d AIXA.DE+6.9% +2.2%1d +4.2%7d VICR+6.7% +8.0%1d +21.5%7d BESIY+6.2% +1.3%1d +8.1%7d HWM+6.2% 0.0%1d +1.9%7d WGMI+5.4% +3.1%1d +10.3%7d CIFR+5.3% +3.6%1d +13.4%7d VECO+4.1% +3.8%1d +10.2%7d BEPC+3.5% -1.1%1d +5.7%7d HUBB+3.2% -1.4%1d -0.1%7d DGXX+2.9% -2.3%1d +3.7%7d GEV+2.0% +1.5%1d +9.0%7d KGS+1.4% +1.2%1d +7.4%7d GLXY+1.1% +1.0%1d +12.1%7d CAT+0.3% +2.9%1d +5.2%7d BW+0.3% -3.6%1d +11.6%7d AOSL-0.6% +1.0%1d -10.1%7d BIP-0.9% -2.1%1d +2.5%7d CMI-1.1% +1.6%1d +1.1%7d PUMP-1.6% +5.7%1d +10.2%7d IFNNY-2.1% -0.2%1d -0.6%7d FPS-2.4% -2.1%1d +3.4%7d BIPC-2.7% -2.3%1d +3.2%7d CRS-2.8% -0.4%1d -3.1%7d WULF-3.1% +1.3%1d +8.7%7d HUT-3.7% +3.0%1d +2.8%7d CORZ-3.9% -0.3%1d +3.3%7d KEEL-4.6% +7.4%1d +11.2%7d CLSK-4.8% +2.6%1d +7.0%7d VSH-5.9% +1.4%1d +7.2%7d POWL-6.0% +2.5%1d +5.7%7d LBRT-6.7% +1.0%1d +5.3%7d STM-10.1% +2.8%1d +2.6%7d FLNC-10.2% -3.9%1d -0.2%7d KRC-10.5% -0.8%1d -3.0%7d POWI-11.8% -1.0%1d 0.0%7d BTDR-12.6% +2.9%1d +8.2%7d CEPL-34.1% -0.1%1d -8.9%7d

Against street estimates

How BESIY's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Apr 28 '05 · projection Aug 17

Result
Apr 28 '05 -0.01-0.09-498.7%Miss
Feb 14 '02 -0.05-0.06-13.0%Miss
Oct 25 '01 -0.04-0.02+43.8%Beat
Jul 26 '01 0.030.01-73.7%Miss
Apr 25 '01 0.070.09+26.4%Beat
May 2 '00 0.050.05-10.0%Miss
Feb 10 '00 0.050.05+0.0%In line
Nov 2 '99 0.020.02+0.0%In line

Recent news

Headlines about BESIY from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 3 days ago · Aug 15

BESIY research tape

57 dated scans, research, and events, newest first — the full record.

scan Monster Scan — 2026-08-17 scan WFE / Test-Metrology Scan — August 14, 2026 scan Supply-Chain-Traces Scan — August 14, 2026 scan Monster Scan — 2026-08-14 scan Monster Scan — 2026-08-13
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 14 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Aug 8 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Jul 31 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 31 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 28 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 25 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 17 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 17 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 11 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 11 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 7 Scan WFE / Test Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jul 7 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jun 26 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 26 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jun 25 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan WFE / Test / Metrology Scan
FORMTERCAMTONTOENTGACLSKLACAMAT +4 more
Jun 20 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFEBESIYATEYYKLIC +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Scan Supply Chain Traces Scan
ALMUAMKRASXATEYYBESIYCRSKEYSEKLIC +4 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
May 29 Scan Supply Chain Traces Scan
ALMUAMKRATEYYBESIYCRSKEYSEKLICKMT +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 26 Deep Dive $AEHR (Aehr Test Systems, wafer-level burn-in)
AEHRATEYYTERFORMKLICBESIYLITECOHR#optical-supercycle#memory-supercycle +2 more
May 25 Deep Dive KLIC (Kulicke & Soffa, Layer-4 advanced packaging)
KLICBESIYATEYYAMKR#memory-supercycle
May 25 Deep Dive ATEYY (Advantest, Layer-3 HBM test equipment)
ATEYYTERKLICBESIYMUHY9H.F#memory-supercycle
May 3 Article AI Power — Week in Review (Apr 27 – May 3, 2026)
GEVBEETNMPWRAOSLVICRBESIYPOWI#ai-power-bottleneck#ai-power-delivery +1 more
May 1 Article Picks-and-Shovels: Power Semis & AI Data-Center Power Delivery
AOSLASMLAVGOBESIYENPHETNGLWIFNNY +4 more
May 1 Target BESIY levels — buy zone $260-$280 · target $381 · stop $234
BESIY
Apr 28 Catalyst BESIY dividend
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Apr 28 '25 Catalyst BESIY dividend
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Apr 29 '24 Catalyst BESIY dividend
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May 1 '23 Catalyst BESIY dividend
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May 3 '22 Catalyst BESIY dividend
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May 4 '21 Catalyst BESIY dividend
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May 5 '20 Catalyst BESIY dividend
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May 1 '19 Catalyst BESIY dividend
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May 1 '18 Catalyst BESIY dividend
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May 4 '17 Catalyst BESIY dividend
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Feb 8 '05 Catalyst BESIY earnings
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