Added to YB: 2025-02-25
Pitch date: 2025-02-23
ASML [bullish]
ASML Holding N.V.
+45.77%
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 366.4B
Pitch Price
EUR 741.45
Price Target
850.00 (-24%)
Dividend
0.68%
EV/EBITDA
29.14
P/E
39.03
EV/Sales
11.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The ASML Deep Dive: Dominating the Semiconductor Industry
ASML: EUV monopoly, 82% lithography mkt share. 2024: €9.1B FCF, 11.4% CAGR 2020-24. AI-driven growth, 83% 2024 logic sales for AI chips. Risks: US-China tension, inventory (38% assets). €850 PT (22% upside), 19x EV/EBITDA. Bull case: 25% FCF growth to €875/share. Long.
Read full article (4 min)