** Shares of BE Semiconductor industries BESI.AS fell 5.4% at 08:53 GMT after it reported Q4 results beating expectations, but left investors expecting more in the short term
** The stock is on track for its largest single day loss since November last year, if the losses hold
** BESI makes one of the most accurate semiconductor packaging tool, the hybrid bonding machine, its investors are banking heavily on its mass adoption amid booming demand for AI-related memory and logic
** "The stock was already very strong, so it probably needed more to push it even higher short-term", said ING analyst Marc Hesselink in an email
** Including today's fall, BESI stock is up 32% year-to-date
** The fourth quarter was overall a beat, said Degroof Petercam analyst Michael Roeg in a note
** "Sales beat by 1-2% vs. our estimate and Visible Alpha consensus, gross profit beat by 4%, EBIT beat by 8-12%, net profit beat by 1-6%", he said in a note
(Reporting by Nathan Vifflin in Gdansk)
((nathan.vifflin@thomsonreuters.com; +48 58 769 67 13;))
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