Added to YB: 2025-08-05
Pitch date: 2025-08-01
ASML [bullish]
ASML Holding N.V.
+55.39%
current return
Author Info
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 599.14
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
The Wolf of Harcourt Street | Portfolio Review - July 2025 - Added On: ASML Holding N.V.
ASML (new position): Added position on 10% post-Q2 drop despite strong beats (Rev €7.69B +23% YoY, EPS €5.90 +47% YoY). Market overreacted to soft Q3 guidance while FY25 revenue target remains €32.5B. €33B backlog = sold out for 12 months. No FY26 guidance follows normal pattern, not a red flag.
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