BE Semiconductor Industries is trading 4.7% down at €154.75 after forecasting fourth-quarter revenue flat quarter-on-quarter, below consensus.
- Third-quarter orders were €342.6 million, above analyst expectations of €298 million, but weaker forward expectations outweighed order growth as shares fell at the open.
- Results highlighted customer delivery schedules and continued concerns about hybrid-bonding adoption timing. Broader market and semiconductor-sector weakness may also have pressured shares, though the company-specific outlook was the clearest reported catalyst.