Zacks Research upgraded BE Semiconductor Industries N.V. (BESIY) from hold to strong-buy on July 31, 2026.

The upgrade followed the company’s second-quarter earnings report released on July 23. Quarterly revenue growth surpassed analyst expectations. Earnings per share narrowly missed the consensus estimate.

US-listed shares opened up 5.9% following the announcement.

BE Semiconductor specializes in assembly equipment like die attach and hybrid bonding systems. These technologies support applications in AI and datacenters.