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Added to YB: 2025-12-17

Pitch date: 2025-11-17

ASML [neutral]

ASML Holding N.V.

+4.2%

current return

Author Info

No bio for this author

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 358.3B

Pitch Price

EUR 872.00

Price Target

N/A

Dividend

0.69%

EV/EBITDA

28.50

P/E

38.18

EV/Sales

11.05

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Tall Oak Capital Advisors Portfolio Holding: ASML Holding N.V.

ASML (holding update): Global EUV lithography leader exceeded Q3 expectations w/ €5.4B bookings. 15% sales growth projected 2025 driven by US hyperscaler demand, EU capacity expansion, next-gen EUV orders. China revenue to fall 2026 on export controls but diversified backlog robust. High barriers, structural AI demand tailwinds.

Read full article (1 min)