Added to YB: 2025-10-16
Pitch date: 2025-10-14
ASML.AS [bullish]
ASML Holding N.V.
+5.86%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
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 874.06
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 (ASML Netherlands): The AI wave reignites confidence in the long game
ASML.AS (quick overview): AI wave drives semiconductor capex recovery, boosting demand for ASML's monopoly lithography tools. HBM surge + TSMC/Samsung/Micron investments restart cycle. High-NA EUV adds moat. Near-term orders volatile but structural AI tailwinds support multiyear thesis. Scarcity value in advanced nodes.
Read full article (1 min)