ASML Holding N.V. New York Registry Shares (ASML)
ASML Holding Stock: Strong Buy Before Q4 Earnings
ASML Holding N.V. is expected to report strong Q4 earnings on January 29, 2025, driven by high demand for AI chips and robust industry growth. Taiwan Semiconductor Manufacturing Company's record sales growth and Foxconn's impressive earnings support a bullish outlook for ASML Holding. ASML Holding's consistent profit beat history and potential for margin growth make it a compelling investment despite its current valuation.
ASML Earnings "Low Bar" Still "Make or Break" A.I. Moment
ASML Holding (ASML) sold off close to 20% around its last earnings cycle. Kevin Green considers it a leading factor behind its low earnings bar, though that doesn't mean investors should discredit the company.
ASML: Why I'm Bearish Heading Into Earnings
My prior “Sell” view on ASML Holding N.V. has been playing out as the stock has not only underperformed the S&P 500 but fallen on a total shareholder return basis as well. Heading into Q4 FY24 earnings, I am retaining a bearish view, as more capex expectation downgrades among key foundries suggests a weak demand outlook for ASML. Based on historical beat vs. miss surprise data, I think ASML may surprise positively on results but disappoint in some guidance metrics.
ASML to report Q4 earnings amid hopes and fears over DeepSeek, Trump
Investors will seek reassurance that ASML's AI-dependent growth outlook for 2025 is secure despite a selloff sparked by China's DeepSeek, as the biggest supplier of equipment used to make computer chips ASML reports earnings on Wednesday.
ASML is about to report results. DeepSeek makes it all the more interesting.
After Monday's fears over artificial-intelligence microchips fueled by the rise of low-cost Chinese AI chatbot DeepSeek, the Dutch company's results due Wednesday morning may have even more sway.
ASML: Buy The Dip Going Into Earnings
ASML may face certain geopolitical risks as export controls tighten for semiconductor manufacturing equipment. With the Dutch government tightening restrictions, ASML may face deeper Chinese headwinds. Management lowered FY25 revenue forecast to €30-35b and gross margin guidance to 51-53% in q3'24, citing trade restrictions and cautious customer investments. Despite headwinds, AI-driven demand and a robust installed base support long-term growth, positioning ASML shares favorably for the current market outlook.
ASML Holding Set to Report Q4 Earnings: Buy, Hold or Sell the Stock?
ASML Holding's fourth-quarter 2024 results are expected to reflect strength in EUV and DRAM amid macro headwinds.
Billionaire Investor Philippe Laffont Sold ASML and Piled Into a Growth Stock Up 6,250% Since Its IPO
There aren't too many investors better versed in technology than Phillipe Laffont. With a $6.5 billion net worth, according to Forbes, Laffont cut his teeth at the well-known hedge fund Tiger Management, the predecessor of Tiger Global Management, which focuses heavily on tech investing.
Nvidia, TSMC, ASML Among Tech Stocks Sinking on DeepSeek Threat
A slew of artificial intelligence stocks, including chip maker Nvidia (NVDA), are tumbling in premarket trading Monday after Chinese startup DeepSeek released a cutting-edge AI model that runs on less-advanced chips and at a lower cost than U.S. rivals like OpenAI.
3 Mega-Cap Artificial Intelligence (AI) Stocks Wall Street Thinks Will Soar the Most Over the Next 12 Months
Investors shouldn't underestimate the power of momentum. And two kinds of stocks have plenty of momentum these days: mega-cap monsters with market caps of $200 billion or more and stocks with a major focus on artificial intelligence (AI).
2 catalysts for the ASML stock price: DeepSeek and Q4 earnings
The ASML stock price has crashed hard in the past few months as concerns about the artificial intelligence industry remained. After peaking at $1,104 on July 11, the stock crashed by almost 35% to the current $732.
ASML: It's No Longer Dead In The Water
ASML has held on to its November lows firmly, as things have started to settle down. The AI compute debate has gone into overdrive as investors assess whether China-based DeepSeek's progress could unhinge America's AI compute leadership. TSMC's confident CapEx outlook and AI revenue projections suggest such fears seem overstated.
