Added to YB: 2024-10-21
Pitch date: 2024-10-19
ASML [bullish]
ASML Holding N.V.
+145.19%
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 573.8B
Pitch Price
EUR 713.86
Price Target
902.00 (-49%)
Dividend
0.50%
EV/EBITDA
41.17
P/E
54.25
EV/Sales
16.08
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML Holding N.V. – Here is my take after the Q3 earnings and a 20%+ sell-off
ASML: Q3 revenue +12% YoY to €7.5B, EPS +10% to €5.28. Poor €2.6B Q3 order intake due to customer caution. 2025 guidance lowered to €30-35B revenue, 51-53% GM. Long-term thesis intact with AI, electrification driving demand. €902 2026 price target, 15.5% CAGR potential.
Read full article (11 min)