Added to YB: 2025-08-06
Pitch date: 2025-08-04
ASML [neutral]
ASML Holding N.V.
+53.98%
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 604.63
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
N/A
Why ASML is a Bad Stock to Own
ASML (bearish): Leading lithography firm crucial for AI chips, but stock will underperform due to: 1) China sales dropping from 49% to 25% due to sanctions, 2) Few customers giving TSMC pricing power, 3) Rising manufacturing costs deterring node upgrades, 4) Flat revenue despite AI boom, 5) Risk of disruption from quantum computing.
Read full article (6 min)