ASML Holding N.V. New York Registry Shares (ASML)
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.
ASML Stock Surges On Strong Earnings After DeepSeek And AI Selloff
ASML Holding N.V. ended 2024 with 40% earnings growth and aims for €30-€35 billion in sales for 2025, indicating strong future growth. Despite a challenging year and export regulations, ASML's stock price target is raised to $873, with a midpoint target of $976, implying 40% upside. DeepSeek's impact on ASML is uncertain, but potential declines in China sales could be offset by increased AI investments in Western countries.
Inside ASML's headquarters, the largest supplier for the semiconductor industry
Dutch semiconductor equipment maker ASML on Wednesday reported better-than-expected net sales and profit results for the fourth quarter.
DeepSeek: ASML boss says to expect 'more elephants in the room' to surprise markets
The boss of semiconductor equipment giant ASML Holding NV (NASDAQ:ASML) said the market should get used to the sort of shocks provided by China's DeepSeek, but the emergence of more efficient artificial intelligence models should be embraced for lowering costs. Speaking after the publication of the Dutch group's fourth-quarter results, ASML chief executive Christophe Fouquet told reporters: “I know some of you maybe were surprised in the last few days that a new company suddenly comes and wants to compete.
Never Mind DeepSeek, Buy ASML After Stellar Earnings
AI hardware stocks, including Nvidia and ASML, experienced a significant selloff due to fears surrounding China's DeepSeek AI, presenting potential buying opportunities. ASML's strong earnings report and bullish guidance suggest continued demand for AI-related hardware, despite recent market volatility. ASML's valuation is attractive, with potential for substantial growth and profitability, making it a strong buy at current levels.
Why ASML Stock Is Popping Today
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ASML: Demand Surge Supports Bulls' Case For Optimism (Rating Upgrade)
ASML: Demand Surge Supports Bulls' Case For Optimism (Rating Upgrade)
2 Elite Dividend Growth Stocks I'm Buying on the Dip
Wall Street's dramatic reaction to DeepSeek's AI announcement on Monday created compelling opportunities in unlikely places. As panic selling wiped out $1 trillion in market value in U.S. tech stocks, even stalwart dividend growth stocks like ASML (ASML -0.98%) and Microsoft (MSFT 2.91%) got caught in the crossfire.
ASML results dispel 2025 concerns but longer-term uncertainty may persist, analysts say
ASML Holding NV (NASDAQ:ASML) quarterly results were above expectations but there was "little to change" the investor debate over the merits or otherwise of the Dutch semiconductor giant, analysts at UBS said. Indeed, other analysts at Jefferies said the strong fourth-quarter level of bookings and a €36 billion year-end backlog "will dispel some of the bearish concerns regarding 2025 itself, though concerns on the 2026 growth are likely to persist".
ASML CEO: For AI to come to life, we need to address cost and energy consumption
ASML CEO Christophe Fouquet gives his view on the development of AI and competition from Chinese players.
