Added to YB: 2026-02-03
Pitch date: 2026-01-30
ASML [neutral]
ASML Holding N.V.
+5.2%
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 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 4Q25 Earnings: The Quarter That Ended The Demand Debate
ASML (update): Q4 bookings €13.2B (2x consensus) w/ €38.8B backlog covering 2026 fully. Memory flipped from cyclical to structural anchor as DRAM adopts EUV for HBM necessity. Services €8.2B (+26% YoY), now 25% of revenue at 60% margins. Multi-year capex commitments signal super-cycle, not AI spike.
Read full article (8 min)