Added to YB: 2025-07-21
Pitch date: 2025-07-17
ASML [bullish]
ASML Holding N.V.
+135.37%
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 639.59
Price Target
933.00 (-38%)
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. – This 10% Sell-Off is a Gift to Investors
ASML: Q2 beat expectations, but shares -10% on cautious 2026 guidance despite reaffirmed LT targets. Now up just 6% YTD, trading at 26x PE (35-40% multiple compression), ASML delivers strong AI-driven orders & 23% YoY revenue growth. China exposure falling, offset by Taiwan/Korea/US demand. 2027 PT €933 (17% annual return).
Read full article (11 min)