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's Earnings Were Solid, But Is It Still a Buy?
ASML (earnings update - trimmed): Stock up 40% in 6 weeks on AI boom optimism, Intel $5B Nvidia partnership, $8.9B CHIPS Act funding. Q3 rev €7.5B (flat YoY), strong EUV orders €3.6B vs €2.3B Q2. 2030 guidance €44-60B rev, 56-60% margin. At €870, needs 17% FCF CAGR - too ambitious. Trimmed position, risk/reward unattractive.
Read full article (5 min)