Added to YB: 2025-10-20
Pitch date: 2025-10-16
ASML [neutral]
ASML Holding N.V.
+7.83%
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 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 (ASML Netherlands): Strength behind the next semiconductor cycle
ASML (earnings update): Q4 confirmed resilience w/ 50%+ margins despite semi cyclical pressures. Bookings solid, memory segment recovering. Mgmt shifted from cautious to confident on 2026 upturn driven by AI/HPC capacity builds. EUV monopoly at advanced nodes secures pricing power. 2030 sales guide €45-60B increasingly plausible. Strategic importance deepening.
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