Added to YB: 2025-07-22
Pitch date: 2025-07-20
ASML [neutral]
ASML Holding N.V.
+47.75%
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 358.3B
Pitch Price
EUR 630.11
Price Target
N/A
Dividend
0.69%
EV/EBITDA
28.50
P/E
38.18
EV/Sales
11.05
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML Q2'25 Earnings Update
ASML (earnings update - add to position): Q2 beat (strong net bookings), but -8% on 2026 growth uncertainty due to geopolitical risks (China tariffs, 27% of sales). Valuation: $60B rev by 2030 (mgmt midpoint), 30% margins, 1% buybacks = $1,500 PT (13.5% CAGR). 2nd-Gen High-NA EUV shipping ($350M each), services growing. No competition in critical AI chip manufacturing tools.
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