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 (-3,89%)

Applied Materials acquired a 9% stake in BE Semiconductor Industries $BESI (-3,89%) ,becoming its largest shareholder. This strategic investment strengthens their collaboration on hybrid bonding technology, crucial for advanced semiconductor packaging. The partnership aims to enhance AI-related chip production by improving chip density and efficiency. Following the announcement, BESI’s shares surged significantly in Amsterdam trading. Applied Materials has no plans to increase its stake or seek board representation, focusing on long-term collaboration rather than competition

$BESI (-3,89%) CEO Richard Blickman of Besi already holds a substantial package of Besi shares but has recently purchased more. Blickman bought a total of 100,000 additional shares in two tranches, at an average price of around €96.75.

This brings his total shareholding to 1,447,718 shares, which, at the current price of €102, represents a value of €147 million.

In my opinion, $BESI is heavily undervalued. will hold until at least the next ex-divident date (25/04/2025). Earning rapports will also be published around this time, at 23/04/2025.

Buying Le dip

This one has been going places!

Keeper for now

Parts of today's shopping!