BE Semiconductor Industries and Cosan Show Opposite July Short Interest Shifts

BE Semiconductor Industries NV saw its short interest surge 86.9% in July, rising from 2,924 shares at the end of June to 5,466 shares by July 15. The short‑interest ratio fell to 0.3 days, and the stock opened Thursday at $216.14. The company reported quarterly earnings of $1.29 per share, missing consensus by $0.01, and posted revenue of $290.5 million.

Cosan S.A. reported a 45.6% decline in short interest over the same period, dropping from 4,109,799 shares to 2,234,518 shares, with a short‑interest ratio of 2.2 days. CEO Marcelo Eduardo Martins purchased 2,441,528 shares at an average price of $5.14, increasing his stake by nearly 100%. Director Rubens Ometto Silveira Mello sold 77,640 shares. Several hedge funds adjusted positions in Cosan, and analysts issued mixed ratings, including a hold from Jefferies and a sell from Weiss.