Added to YB: 2025-10-20
Pitch date: 2025-10-16
ASML [neutral]
ASML Holding N.V.
+7.83%
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 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: AI Momentum Sets a Floor for 2026
ASML (earnings update): Q3 bookings shifted to Memory (+186% to €2.54B) from Logic as AI drives lithography intensity. Revenue €7.5B (+1% YoY), gross margin compressed to 51.6% on DUV mix. China 42% of sales. 2025 guidance maintained: ~€32.5B revenue, 52% margin. 2026 won't fall below 2025 despite China headwinds, offset by AI demand.
Read full article (6 min)