Added to YB: 2025-04-22
Pitch date: 2025-04-19
ASML [neutral]
ASML Holding N.V.
+181.42%
current return
Author Info
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Company Info
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.
Market Cap
EUR 573.8B
Pitch Price
EUR 4.76
Price Target
930.00 (+6738%)
Dividend
0.50%
EV/EBITDA
41.17
P/E
54.25
EV/Sales
16.08
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML Holding N.V. – Please, ignore this short-term noise
ASML (earnings update): Q1 beat on 54% margin (vs 52% expected), €7.7B revenue (+45% YoY), €3.9B orders (below €4.8B est). Solid backlog €39B. Shares -37% YoY on tariff concerns & light Q2 guidance, but long-term outlook intact (€30-35B FY25 rev, €44-60B by 2030). AI driving EUV demand. At 24x P/E, deep value for semiconductor monopoly. €930 PT by 2027 (20% CAGR).
Read full article (10 min)