Added to YB: 2026-01-16
Pitch date: 2026-01-15
ASML [neutral]
ASML Holding N.V.
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 419.9B
Pitch Price
N/A
Price Target
N/A
Dividend
0.59%
EV/EBITDA
33.43
P/E
44.73
EV/Sales
12.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Deep Dive: ASML Holding (ASML)
ASML (overview): Dutch lithography monopolist trades at 40x fwd P/E but warrants premium as essential 'complexity toll booth' for advanced chips. EUV dominance & rising layer intensity drive secular growth despite China headwinds (36% to 20% revenue drop). Bull case: High-NA ramp, AI demand, service annuity growth. Bears: cyclical risk, execution challenges, rich valuation vs peers.
Read full article (26 min)