ASML Holdings (NASDAQ: ASML) has become a critical player in the semiconductor industry and a significant contributor to the booming artificial intelligence (AI) sector.
ASML as expected is on track to 2024 as a flat year before growth in 2025, due to catalysts like semiconductor industry growth and new lithography tools. The stock valuation has remained reflective of a growth stock, with financial performance in line with expectations, guiding for strong Q4 revenue after a subpar first half. While the thesis of a strong revenue through 2024 remains on track, the steep valuation yields a neutral rating in the near-term.
Aehr is an oft-overlooked play on the silicon carbide market. Its sales of wafer testing and burn-in systems should continue to rise.
ASML is going through a transition year as it introduces its latest technology. Bookings are growing strongly, pointing toward strong future growth.
Investors sold ASML stock following its latest earnings report. Savvy investors, however, should focus on the long-term growth opportunity that ASML is sitting on.
With stock market volatility returning for the hottest days of summer, investors may be pondering whether it's too late to rotate into some of the still-cheap growth stocks. Especially those that didn't really participate in the first-half market rally.
Semiconductors continue to have outsized importance in the modern world. Microchips and processors power everything from our refrigerators and cars to our smartphones and computers.
ASML has monopolized a crucial chipmaking technology. Broadcom is poised to profit from the expansion of the AI market.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Investors may keep a tab on stocks like FUL, FCCO, ASML, RF and UNP, which have lately hiked their dividend payments.
ASML beat earnings but guided a bit below where analysts were for the current quarter. The Biden Administration is contemplating more restrictions on semicap equipment to China.
ASML stock has fallen on the back of increasing geopolitical risks and an uninspiring forecast from management.