Added to YB: 2026-02-02
Pitch date: 2026-01-29
ASML [bullish]
ASML Holding N.V.
+4.02%
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 480.6B
Pitch Price
EUR 1.2K
Price Target
N/A
Dividend
0.60%
EV/EBITDA
37.46
P/E
50.38
EV/Sales
14.39
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML (ASML Netherlands): AI demand is pulling the cycle forward again
ASML (earnings): Q4 net bookings surged to €13.2bn (EUV-dominated), total backlog ~€39bn. 2026 revenue guidance €34-39bn vs market expectations, driven by AI demand in logic & DRAM. EUV backlog >€25bn, DRAM supply tight into 2026+. China ~20% revenue. 2030 target €44-60bn revenue, 56-60% gross margin. Strategic bottleneck position intact.
Read full article (2 min)