These two great companies would make wonderful additions to anyone's long-term portfolio.
ASML Holding, the Dutch company that makes the chip-making machines used by the major players in the semiconductor industry, is on Wednesday due to report results that could provide some insight into the health of the AI sector as well as into the impact of trade restrictions on exports to China.
MercadoLibre, ASML, and Salesforce could split their shares in the near future.
Some big-name semiconductor stocks are due to report their latest quarterly earnings results this week.
Steve Weiss, Founder and Managing Partner of Short Hills Capital Partners joins CNBC's “Halftime Report” to explain why he's buying ASML Holding.
ASML Holding's third-quarter 2024 results are likely to reflect the strength in EUV and DRAM amid macro headwinds.
ASML's EUV technology is crucial for creating smaller, more powerful, and energy-efficient chips, giving it a significant competitive advantage in the semiconductor industry. The software developed by ASML is vital for precise nanometer-level work, making real-time adjustments, and ensuring flawless operations. Strong demand in the semiconductor industry, driven by AI trends and CapEx spending, suggests ASML is undervalued.
These two companies still have a lot of upside left, and a stock split could be in the cards.
This underperforming semiconductor giant has real potential to finish the year strong.
ASML Holdings is poised for long-term outperformance due to strong demand for its lithography systems, essential for semiconductor manufacturing in the AI revolution. Recent data shows robust revenue growth for fabs like TSMC and strong GPU shipments from Super Micro Computer, indicating a healthy chip equipment market. ASML's free cash flow margins improved by 8 percentage points Y/Y in Q2, generating €386M ($422M) in Q2, with gross margins guided at 50-51%.
ASML (ASML) reachead $833.97 at the closing of the latest trading day, reflecting a -1.41% change compared to its last close.
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?