Exciting news for BE Semiconductor Industries (BESI)! At their 2025 Investor Day in Amsterdam, BESI raised its long-term revenue outlook from €1B to an impressive €1.5-1.9B, driven by strong demand for their cutting-edge hybrid bonding machines. The company also boosted its gross margin forecast to 64-68% (from 62-66%) and operating margin to 40-55% (from 35-50%), signaling enhanced profitability and efficiency. Analysts, including UBS, are optimistic about a demand surge for BESI’s tech in H2 2024, alongside a recovery in core operations. The stock soared over 10% after the announcement, further fueled by Applied Materials’ stake in BESI, boosting investor confidence. Despite a Q1 2025 revenue dip to €144M and a 47% profit drop, BESI’s technological advancements and market recovery position it for a bright future. Check out more at www.besi.com! #BESI #Semiconductors #Tech$BESI (-1.17%)
