Professional
Added to YB: 2025-10-13
Pitch date: 2025-09-30
ASML [neutral]
ASML Holding N.V.
+13.32%
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 366.4B
Pitch Price
EUR 816.56
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
value
Bristlemoon Global Fund Portfolio Holding: ASML Holding N.V.
ASML (holding update): Dutch EUV/DUV lithography monopoly down 45% from €1,002 peak on China demand normalization & 'peak litho' fears. Bears miss forest for trees - wafer demand drives semicap regardless of location. China 20+ years behind on DUV, decades on EUV. DRAM/HBM demand offsets Intel/Samsung struggles. Sub-25x 1yr fwd P/E offers limited downside, significant upside once H2 2025/2026 uncertainty clears.
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