Added to YB: 2024-10-14
Pitch date: 2024-10-12
ASML [bullish]
ASML Holding N.V.
+28.06%
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 366.4B
Pitch Price
EUR 843.99
Price Target
1.2K (+9%)
Dividend
0.68%
EV/EBITDA
29.14
P/E
39.03
EV/Sales
11.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Best Buy: $ASML
ASML: EUV lithography monopoly, 20% drop on China export concerns. Strong growth in AI, 5G, IoT, EVs. $39B backlog. Revenue est. $35.8B by 2025 (17.24% CAGR). Cyclical bottom, potential upswing. Fair value $989-$1176. Risks: competition, geopolitics. Buy for long-term semiconductor growth.
Read full article (6 min)