ASML Holding N.V. New York Registry Shares (ASML)
3 Tech and AI Stocks That Just Blew the Cover Off of Earnings
With earnings season now in full swing, investors and analysts are carefully monitoring the results, particularly on high-flying tech and artificial intelligence stocks trading at rich valuations and after the emergence of DeepSeek, which rocked the sector.
ASML: The Market Is Wrong - Focus On The Growing Installed Base
DeepSeek induced sell-off has brought ASML down to earth and nearer to our Buy zone, with it offering interested investors with an improved margin of safety. The company's growing installed base implies higher servicing revenues at rich gross margins moving forward, well balancing the lumpy system sales. With high performance GPUs expected to "survive for 1 to 2 years, or up to 3 years," we may see intensified replacement cycle/ lithography system utilization/ servicing/ upgrading cadence ahead.
ASML: DeepSeek Impact Exaggerated, Strong Buy
ASML reported strong Q4 earnings, driven by AI chip demand, with €9.26B revenue and €6.85 EPS, beating consensus estimates. The semiconductor equipment maker forecasts 15% revenue growth for FY 2025, indicating robust demand for its lithography systems. ASML benefited from strong order inflows in Q4 and the confirmed outlook for FY 2025 indicates that the market overreacts to the DeepSeek news.
ASML Q4 Earnings: Strong Quarter, Strong Buy
ASML faced significant headwinds in 2024 despite its monopoly on advanced EUV lithography, driving weak performance relative to the sector. Despite this, the company demonstrated its resilience with very strong Q4 results and a promising 2025 guide. The company recognized revenue on its first two High-NA EUV machines and enjoys very strong installed base sales.
ASML Q4: Anticipating Strong Growth Despite China Normalization
I reiterate a 'Buy' rating for ASML with a one-year target price of US$864 per share, driven by AI's continued growth. ASML reported 28% revenue growth and 96.3% new bookings growth, with significant contributions from HPC and HBM products. Management anticipates €30-€35 billion in revenue for FY25, with high NA EUV systems sustaining competitive advantages and 13% normalized revenue growth.
ASML to stop publishing most-closely watched metric - bookings
Top computer chip equipment maker ASML has decided to stop publishing the most closely-watched figure in its quarterly financial results, new order bookings, saying it is too "lumpy" and leads to excessive volatility in its share price.
ASML: Strengths and Upside Remain Despite DeepSeek Worries
One of the chip industry giants just posted financial results that helped assuage the fears of many when it comes to AI investing. That company is ASML NASDAQ: ASML, a Dutch equipment manufacturer vital to the semiconductor industry.
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ASML Just Provided Great News for Semiconductor Stocks
In this video, I will go over ASML's (ASML 4.29%) fourth-quarter earnings report, which beat the company's expectations. Watch the short video to learn more, consider subscribing, and click the special offer link below.
ASML Holding: A Strong AI Play After Q4, Yet Not Without Risks
ASML's strong monopoly in EUV lithography and essential role in semiconductor and AI industries make it a compelling investment despite cyclicality and customer concentration risks. The company's complex, high-cost business model and reliance on a few partners are mitigated by secular trends and continuous R&D investment. ASML's fair valuation, expected revenue growth, and margin expansion position it as a potential compounder with significant shareholder value generation by 2030.
ASML: Strong Results, It's A Buy
ASML Holding N.V. reported strong Q4 earnings, beating estimates and showcasing 28% sales growth, driven by new system sales and high-margin service revenues. ASML's monopoly in EUV lithography machines and industry tailwinds from AI, IoT, and data center expansions position it for significant future growth. Despite potential risks like the Taiwan conflict, ASML's valuation is attractive, trading at a high-20s earnings multiple, below its 10-year median of 35.
Why ASML Stock Jumped Today
Shares of the semiconductor equipment company ASML (ASML 3.98%) popped today after the company released its fourth-quarter results (ending Dec. 31) that outpaced Wall Street's expectations. ASML's revenue and earnings were both ahead of analysts' consensus estimates, and the company's CEO said today that cheaper AI models could propel the company ahead even further.
