Added to YB: 2024-06-14
Pitch date: 2024-06-13
ASML [bullish]
ASML Holding N.V.
+7.05%
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 1.0K
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
ASML Holding N.V. - $ASML Write Up
ASML: Monopoly in EUV lithography, enabling ever-smaller chip production. 2023 rev €28B, op margin 30%, 5yr CAGR 20%. Next-gen High-NA EUV doubles productivity but costs €350M/tool. Risks: cyclicality, R&D intensity, geopolitics, Moore's Law limits. But massive AI tailwinds drive long-term demand.
Read full article (14 min)