Professional
Added to YB: 2026-06-19
Pitch date: 2026-03-31
ASML [bullish]
ASML Holding N.V.
+37.59%
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 612.3B
Pitch Price
EUR 1.2K
Price Target
N/A
Dividend
0.47%
EV/EBITDA
46.44
P/E
61.54
EV/Sales
18.00
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Polen Global Growth New Postion: ASML Holding N.V.
ASML (new position): Polen initiates small position in monopolistic EUV lithography leader (100% share in some sub-segments) with enormous barriers to entry. Benefits from strong semi cycle (memory + logic) likely persisting through decade. Light source innovation could boost throughput & pricing. Expects high-teens+ EPS growth.
Read full article (1 min)