Added to YB: 2025-09-15
Pitch date: 2025-07-27
ASML [bullish]
ASML Holding N.V.
+49.51%
current return
Author Info
No bio for this author
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 366.4B
Pitch Price
EUR 618.91
Price Target
N/A
Dividend
0.68%
EV/EBITDA
29.14
P/E
39.03
EV/Sales
11.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML Holding N.V. - $ASML
ASML: Only EUV lithography supplier enabling <7nm chips for MAG7; 100% EUV market share, 90%+ DUV. Trades 25x 2025E earnings despite tollbooth on computing. Est 9-15% revenue growth (wafers+layers+dose+price) + 2-3% margin expansion = 15-22% IRR. Key risks: peak litho intensity, TSMC customer concentration, geopolitics.
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