Applied Materials raises Besi stake to 20 percent. Besi stock stands 31.44 percent above its low

Published on 10/27/2026 at 09:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Applied Materials agrees to deepen its Besi partnership to 20 percent. Besi stock costs EUR 157.93 on October 27, 2026, versus its EUR 120.15 low.

Strategic expansion and operating scale

Applied Materials agreed on October 26, 2026, to raise its Besi investment to 20 percent.
Besi reported EUR 342.60 million in third-quarter orders, up 96.10 percent year over year.
Besi stock was trading at EUR 157.93 at 9:41 a.m. CET at Lang & Schwarz on October 27, 2026.
Besi expects a third-quarter revenue comparison of flat to plus or minus 5.00 percent for the fourth quarter.

Besi, NL0012866412, Illustration mit AI erstellt.

Besi (ISIN NL0012866412) will see Applied Materials raise its investment to 20 percent of the outstanding shares under an agreement announced on October 26, 2026. According to Applied Materials, delivery remains subject to the expiration or termination of the applicable Hart-Scott-Rodino waiting period.

A strategic stake with conditions

The additional investment extends a collaboration that began in 2020 and now covers hybrid bonding, three-dimensional integrated-circuit scaling, logic and memory integration, and thermo-compression bonding. Applied Materials said it views the investment as long term and does not intend to seek board representation at Besi.

Orders show the operating backdrop

The deal comes after Besi reported third-quarter revenue of EUR 283.40 million and net income of EUR 107.20 million for the period ended September 30, 2026. In its October 22, 2026 release, Besi reported orders of EUR 342.60 million, up 17.00 percent from the second quarter and 96.10 percent from the third quarter of 2025.

What happens next for results?

Besi expects fourth-quarter revenue to be flat to plus or minus 5.00 percent versus the third-quarter level, while gross margin is expected to range from 63.00 percent to 65.00 percent. The company also reported a third-quarter net margin of 37.80 percent, compared with 19.00 percent in the same period of 2025.

Stock stays above its yearly low

Besi stock was trading at EUR 157.93 at Lang & Schwarz on October 27, 2026 at 9:41 a.m. CET. The quote is above the 52-week low of EUR 120.15 and below the 52-week high of EUR 328.40, while the market capitalization stood at EUR 12.5 billion as of October 27, 2026. The further course of trading is shown by the continuously updated real-time quote of Besi stock.