BE Semiconductor Industries NV

BESI: XAMS (NLD)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Besi: Raise Fair Value Estimate to EUR 185 as Advanced Packaging Share of Wallet Set to Double

Javier Correonero

Feb 16, 2026

We are updating our view on Besi ahead of the Feb. 19 earnings call for the fourth quarter of 2025.

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BE Semiconductor Industries NV

Besi: Raise Fair Value Estimate to EUR 185 as Advanced Packaging Share of Wallet Set to Double

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