Added to YB: 2024-11-04
Pitch date: 2024-11-02
ASML [bullish]
ASML Holding N.V.
+61.17%
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 670.61
Price Target
N/A
Dividend
0.68%
EV/EBITDA
29.14
P/E
39.03
EV/Sales
11.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
This is the new position I bought - ASML Holding N.V.
ASML: Monopoly in high-end EUV machines. AI offsetting legacy chip downturn. Attractive PEG ratios: 2025 (1), 2026 (0.85), 2027 (0.78). High NA EUV machines $290M-$362M, vs $181M standard. 2030 Hyper-NA EUV planned at $725M. No competitors close. Bought at $400s, $600s; current price attractive.
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