Added to YB: 2025-09-16
Pitch date: 2025-09-14
ASML [neutral]
ASML Holding N.V.
+32.8%
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 366.4B
Pitch Price
EUR 696.77
Price Target
950.00 (+3%)
Dividend
0.68%
EV/EBITDA
29.14
P/E
39.03
EV/Sales
11.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML - The giant that makes tech go round
ASML (quick overview): EUV lithography monopolist with 10/10 moat strength, 50%+ gross margins, 58% ROE. Recent pullback to 26x P/E (vs 40x historical avg) creates fair entry point. Bull case: $1000+ on AI supercycle. Risks: China trade tensions (27% revenue), 2026 growth uncertainty, High-NA execution. Base case price target $900+ in 3-5 years.
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