As you may know, BE Semiconductor Industries NV (AMS:BESI) announced its latest Q3 results with some very strong numbers. The company beat expectations with sales of 157 million euros, 2.3% above expectations. Statutory earnings per share (EPS) of €0.59 exceeded expectations by 8.3%. Analysts typically update their forecasts with each earnings report, and we can use their forecasts to determine whether their view of the company has changed or if there are any new concerns to be aware of. . With this in mind, we’ve gathered the latest statutory forecasts to find out what analysts are expecting for next year.
Check out our latest analysis for BE Semiconductor Industries.
Taking into account the latest results, the latest consensus for BE Semiconductor Industries from 20 analysts is for revenue of €884.2m in 2025. If this were met, it would mean a significant 44% increase in revenue over the past 12 months. Statutory earnings per share are expected to rise 72% to €3.82. However, before the latest results, analysts had been forecasting sales of €913.7m and earnings per share (EPS) of €4.03 in 2025. It’s clear that pessimism has reared its ugly head after the latest results, leading to a deterioration in the earnings outlook. Earnings per share forecasts have also been revised slightly downward.
Despite the downward revision to earnings estimates, there was no substantive change to the company’s price target of 137 euros, indicating that analysts believe the change will not have a material impact on intrinsic value. It may also be useful to examine the range of analysts’ estimates to assess how different the outlier’s opinion is from the average. There are varying opinions on BE Semiconductor Industries, with the most bullish analyst valuing it at EUR 185 per share, and the most bearish at EUR 96.00 per share. This is a fairly wide range of estimates, suggesting that the analysts are predicting a range of possible outcomes for the business.
You can also look at the bigger picture, including how these forecasts compare to past performance and whether forecasts are more or less bullish compared to other companies in its industry. The latest forecasts reveal that BE Semiconductor Industries’ growth rate is expected to accelerate significantly, with its projected revenue growth of 34% per annum to the end of 2025, significantly faster than its 9.6% annual growth rate over the past five years. is. In contrast, our data shows that other companies in a similar industry (covered by analysts) are forecast to grow their revenue at 13% per year. It’s clear that while the growth outlook has been brighter recently, analysts expect BE Semiconductor Industries to grow faster than the broader industry.
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