| Over a week ago | ||||
New Street initiated… New Street initiated coverage of BE Semiconductor with a Buy rating and EUR 90 price target. | ||||
Barclays analyst Simon… Barclays analyst Simon Coles raised the firm's price target on BE Semiconductor to EUR 68 from EUR 55 and keeps an Underweight rating on the shares. | ||||
| Over a month ago | ||||
Morgan Stanley analyst… Morgan Stanley analyst Lee Simpson raised the firm's price target on BE Semiconductor to EUR 80 from EUR 75 and keeps an Overweight rating on the shares. | ||||
Bernstein analyst Sara… Bernstein analyst Sara Russo initiated coverage of BE Semiconductor with a Market Perform rating and EUR 64 price target as part of rolling out coverage of the European semiconductor sector following the group's "significant de-rating" in 2022. An ability to flex operations as needed over the course of the cycle will help them in 2023, but BE Semi will be more impacted by reduced capex than some peers in semiconductor capital equipment, Russo tells investors. | ||||
Barclays analyst Simon… Barclays analyst Simon Coles initiated coverage of BE Semiconductor with an Underweight rating and EUR 55 price target. The analyst initiated coverage on the European semiconductors, preferring Infineon Technologies and STMicroelectronics, where he sees attractive valuations and exposure to better end-markets. Coles is cautious on BE and ASM, saying consensus estimates look "far too high" and their valuations are premium. ASML is "perhaps best placed," but its valuation reflects this, the analyst tells investors in a research note. | ||||
Deutsche Bank analyst… Deutsche Bank analyst Robert Sanders raised the firm's price target on BE Semiconductor to EUR 66 from EUR 60 and keeps a Buy rating on the shares. | ||||
| Over a quarter ago | ||||
Morgan Stanley analyst… Morgan Stanley analyst Lee Simpson initiated coverage of BE Semiconductor with an Overweight rating and EUR 75 price target. BE is a leading manufacturer of assembly equipment supplying a broad portfolio of advanced packaging solutions, Simpson tells investors in a research note. He sees the company as ideally positioned to benefit from secular tailwinds coming from increased innovation in the space. | ||||
UBS analyst… UBS analyst Francois-Xavier Bouvignies lowered the firm's price target on BE Semiconductor to EUR 80 from EUR 88 and keeps a Buy rating on the shares. | ||||
UBS analyst Najet El… UBS analyst Najet El Kassir lowered the firm's price target on BE Semiconductor to EUR 88 from EUR 97 and keeps a Buy rating on the shares. | ||||
Deutsche Bank analyst… Deutsche Bank analyst Robert Sanders lowered the firm's price target on BE Semiconductor to EUR 76 from EUR 84 and keeps a Buy rating on the shares. | ||||
