Added to YB: 2025-03-04
Pitch date: 2025-03-01
ASML [bullish]
ASML Holding N.V.
+50.64%
current return
Author Info
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 717.52
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
Portfolio Review - February 2025 - New Position: ASML Holding N.V.
ASML: Monopoly in EUV lithography machines for semiconductor production. Revenue +3% in 2024, but double-digit growth expected as TwinScan EXE:5200 deliveries begin. 29x fwd P/E with potential 20% CAGR over 3-5 years. Diversified beyond AI, serving various tech sectors. New TSMC plant in Germany to boost demand.
Read full article (2 min)