Notícias

BE Semiconductor Industries (ENXTAM:BESI) has drawn fresh attention after reporting that AI-linked orders accounted for about 60% of its system demand in early 2026, lifting the stock 3.6% on strong trading volume. For context, BE Semiconductor Industries has seen the share price climb 28.71% year to date and the 1-year total shareholder return reach 52.17%, even though the 90-day share price return is down 34.48% and the 30-day share price return declined 9.82%. This points to stronger...

BE Semiconductor Industries has delivered a powerful long term share price run, and the question now is whether the current €191.90 level is still supported by the cash the business can generate over time. Over the past 5 years the stock has returned about 208.1%, which puts a lot of weight on whether that share price now lines up with the cash flows investors expect from BE Semiconductor Industries. The company’s focus on converting its semiconductor equipment sales into solid free cash...

Here is how BE Semiconductor Industries NV (BESIY) and Dell Technologies (DELL) have performed compared to their sector so far this year.

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BE Semiconductor Industries (BESIY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.

Europe’s indexes all gained at the open, retracing some of Friday’s sharp losses. Banks and technology stocks rose, while energy-sensitive stocks were supported by a fall in oil prices.

Shares of European semiconductor companies were mixed after a Monday selloff that was triggered by calls for a slowdown in the development of advanced artificial-intelligence models over safety concerns.

Japanese stocks were lower in early trade, weighed by concerns about the Iran conflict and higher energy costs.

Find insight on European chip stocks, Anthropic, Venture Corp. and more in the latest Market Talks covering Technology, Media and Telecom.

European chip stocks opened sharply lower, tracking declines in Asia, after the leaders of some of the biggest AI companies said they needed to slow development of the technology. Shares in Dutch supplier of chip-making equipment ASML Holding fall 4.

European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.

Japanese stocks were higher in early trade amid continued hopes for artificial intelligence-related demand and signs of U.S. economic strength.

Here is how BE Semiconductor Industries NV (BESIY) and ACM Research, Inc. (ACMR) have performed compared to their sector so far this year.

Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

Japanese stocks rose after Nvidia’s strong quarterly results alleviated concerns about the sustainability of AI-related spending.

Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.

STOCKS 0015 GMT — Japanese stocks decline as uncertainty over the Iran war and its economic implications persists. Chip-related stocks are leading declines ahead of Nvidia’s quarterly earnings later Wednesday.

Needham Bets on This Semiconductor Stock as Hybrid Bonding Becomes Critical to AI

Here is how BE Semiconductor Industries NV (BESIY) and ACM Research, Inc. (ACMR) have performed compared to their sector so far this year.

BE Semiconductor Industries has rewarded long term holders with a 227.2% total return over the past 5 years, yet current checks point to the stock trading at a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples indicating an overvalued picture despite strong recent interest in its AI related tools. Over 5 years, BE Semiconductor Industries has returned 227.2%, which sets a high bar for any further upside to be supported by...

Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls have been highlighted in this Screen of The Week article.

Shares had fallen on reports China has begun producing domestic DUV chipmaking tools

Efficiency leaders CLS, ZWS, LRCX, BESIY and JCI outperformed industry peers on key ratios, narrowing a 7,906-stock universe to just 18 picks.

BE Semiconductor Industries NV (BESIY) reports a remarkable 68.7% revenue increase and significant strides in AI-related orders, while navigating market complexities and future growth challenges.

BE Semiconductor delivered sharp increases in revenue, earnings and orders during the second quarter, supported by continued investment in AI infrastructure and advanced semiconductor packaging. Key Investor TakeawaysBE Semiconductor Industries (USOTC:BESIY) reported second-quarter revenue of €249.

European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked ‌to artificial intelligence applications, while STMicroelectronics and BE Semiconductor Industries (Besi) fell as investors reacted ‌to weaker near-term performance and elevated growth expectations. Soitec shares jumped around 23% after the French semiconductor materials supplier beat ​sales expectations by a wide margin and pointed to accelerating demand for photonics wafers used in artificial intelligence applications.

July 23 (Reuters) - European shares edged lower on Thursday, weighed down by technology stocks following quarterly results from U.S. giant Alphabet, while markets assessed the Middle East conflict

BE Semiconductor Industries (Besi) on Thursday reported quarterly orders significantly above last year's level, fuelled by strong ‌demand for AI, hybrid bonding, photonics and data centres. Investors are ‌betting on rising demand for Besi's hybrid bonding solutions, a chip-packaging technology that ​enables two chips to be directly bonded together, citing the company's first-mover advantage as AI-driven demand accelerates. The number of customers using Besi's hybrid bonding technology increased ⁠to 21 in the quarter from 15 at the end of last year, as the technology gained traction in logic, memory, co-packaged ​optics and ​consumer applications and drove capacity expansions ​among customers, it said.

7.50am: 3i reveals slower growth for Action 3i Group said its largest portfolio company, Action, remains on track for a good second quarter despite like-for-like sales growth slowing. Ahead of its annual general meeting on Thursday, the FTSE 100-listed private equity investor said European...