Added to YB: 2025-10-17
Pitch date: 2025-10-16
ASML [neutral]
ASML Holding N.V.
+7.83%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. 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 858.09
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 Q3'25: AI Tailwinds, China Headwinds and Why the Moat Still Widens
ASML (earnings update): Q3 sales €7.5B, net income €2.1B. Massive €3.6B EUV bookings of €5.4B total show AI demand surge. Q4 guidance €9.2-9.8B, 15% FY growth. China DUV sales to drop significantly 2026 but mgmt expects total sales won't fall below 2025 as EUV growth offsets. High-NA ahead of schedule, expanding into advanced packaging.
Read full article (5 min)