Added to YB: 2026-07-21
Pitch date: 2026-07-18
ASML [neutral]
ASML Holding N.V.
-1.18%
current return
Author Info
TacticzHazel is a Long-Term Investor with a Value Mindset - Self-taught Investor with a Focus on Quality Fundamental Analyses in every Corner of the Market. Sign up for the newsletter.
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 590.4B
Pitch Price
EUR 1.5K
Price Target
N/A
Dividend
0.49%
EV/EBITDA
42.38
P/E
55.81
EV/Sales
16.55
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Is ASML still a buy right now?
ASML (holding update): Rare bullish pivot—raised 2027/2028 guidance, adding 30% EUV+DUV capacity (45% wafer output on tool mix). Q2 EPS €7.59 beat, rev €9.33B. FY26 guide €43-45B. Capital-light ramp, first pricing power hints, Intel 18A High-NA HVM. AI-driven demand. ~60 PE. Base case €82B rev by 2030, 32x exit. Weighted CAGR 11.78% (bull 23%, bear -3%). Largest position at 17%.
Read full article (8 min)