The market sell-off focusing on technology stocks has hit several of my top stocks fairly hard. However, I don't think that this is the time to panic; instead, investors should look at this sell-off as a buying opportunity.
ASML (ASML) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
ASML dominates the semiconductor lithography market, especially in EUV technology, which is crucial for advanced chip manufacturing in mobile devices, automation, and AI. ASML's revenue share of the semiconductor market is expected to grow from 2-3% to 4-6% by 2030, driven by EUV adoption. Despite its monopoly, ASML's pricing power is limited by fab economics, but its gross margins are projected to reach 58% by 2030.
ASML (ASML 1.04%) boasts one of the most substantial competitive advantages, which allows it to generate premium prices for its products and services.
In the most recent trading session, ASML (ASML) closed at $690.21, indicating a +1.04% shift from the previous trading day.
Shares of semiconductor equipment stocks ASML Holdings (ASML -6.71%), KLA (KLAC -4.63%), and Lam Research (LRCX -6.58%) were plunging on Monday, down 6.8%, 4.7%, and 6.7%, respectively, as of 3:52 p.m. ET
Even if the AI headlines take a backseat to new tariff developments, it's important to remember that progress in AI waits for no one.
ASML Holding (ASML 1.20%) is one of the world's most important semiconductor equipment companies. It's the largest supplier of photolithography systems for optically etching circuit patterns onto silicon wafers.
The market's machine is all connected to one simple theme: the level of volatility in the current environment. When volatility is on the rise, fear starts to spread across participants, from individual investors to systematic funds that rely on algorithms to shift and balance their positions.
ASML , the large computer chip equipment maker that has been impacted by successive waves of U.S.-led restrictions on exports to China, said in its annual report published on Wednesday that uncertainty over export controls had been one factor weakening customer demand in 2024.
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?
As winter starts to wrap up and we head into March, one thing is clear: Artificial intelligence (AI) investing will still be a major theme in 2025. As a result, investors need to ensure their portfolios are properly positioned to take advantage of this massive investment trend.