Added to YB: 2026-04-20
Pitch date: 2026-04-16
ASML [neutral]
ASML Holding N.V.
+3.58%
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 478.8B
Pitch Price
EUR 1.2K
Price Target
N/A
Dividend
0.60%
EV/EBITDA
36.22
P/E
48.11
EV/Sales
14.04
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML Q1 2026
ASML (earnings): Q1 beat expectations despite China sales dropping from 36% to 19%; raised FY26 guide to €36-40B from €34-39B. Memory now 51% of sales (vs Logic 49%) driven by HBM/EUV adoption, customers sold out 2026. Q1 GM 53%, Q2 guided 51-52% on hiring costs for scaling to 80+ EUV systems by 2027. IBM recurring rev €2.5B from software upgrades. On track for 2030 targets: €44-60B rev, 56-60% GM.
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