• Besi raised its long-term revenue target to EUR 1.7 billion–EUR 2.2 billion, up about 15% at the midpoint.
• The operating margin target increased to 45%–55% from 40%–55%; the gross margin target remains 64%–68%.
• Revenue and orders are expected to exceed EUR 1 billion each in 2026, assuming the fourth-quarter guidance midpoint is reached.
• Orders rose 108% to EUR 905.2 million in the first nine months, supported by AI-related demand.
• Record annual hybrid bonding revenue and orders are anticipated, with adoption reaching 23 customers in the third quarter.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. BE Semiconductor Industries NV published the original content used to generate this news brief on November 02, 2026, and is solely responsible for the information contained therein.