BE Semiconductor: Another Success In 2025A Going Into 2026E (Rating Downgrade)

2026-01-12 12:10:55 ET

I've been covering BE Semiconductor ( BESIY ) for years at this point, alternating between "HOLD" and "BUY" ratings depending on specific timing, valuation, and appeal for the company. I have previously, and successfully invested in the company. 2 articles ago, I held a "HOLD" rating, but my last rating upgrade was one to "BUY", where I also established a strong, 1.5% position in my portfolio with BESI, and that position has paid off in spades since that investment. You can find my previous article here, and you can see the specific returns for my thesis below....

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