ASML Holding N.V. New York Registry Shares (ASML)
ASML CEO says US pressure for export restrictions will continue
The CEO of leading computer chip equipment maker ASML said on Tuesday he expects the United States government will continue to push for further restrictions on its exports to China.
ASML: Buy The Dip Opportunity
ASML has returned to growth after revenue declines, with flat revenue expected for 2024 and growth anticipated in 2025, driven by new EUV tools. Despite a 53% QoQ drop in net bookings, ASML's backlog remains strong at €36B, supporting a revised 2025 revenue outlook of €30-35B. Valuation remains neutral in the near-term with a P/E ratio of 35x, but long-term growth prospects make ASML a reasonable multi-year investment.
ASML: Investors Have Been Served A Proof Point Of Feeble Demand
Q3 2024 results showed notable growth YoY but fell short of expectations, with weak guidance adding to the negativity. ASML's revised 2025 sales guidance and reduced EUV and DUV orders highlight ongoing challenges and geopolitical tensions. Despite a challenging backdrop, ASML shares trade at a premium, making the upcoming Capital Markets Day crucial for future outlook.
The Semiconductor Stories of TSMC & ASML
We also check in with Bob Stark, author of "The Life Cycle of a CEO: The Myths and Truths of How Leaders Succeed."
The Big 3: ASML, PLTR, IBM
It's all about tech in today's Big 3. Kenny Polcari talks about the trading opportunities that exist with ASML Holding (ASML), Palantir (PLTR), and IBM Corp. (IBM).
2 Semiconductor Stocks I'm Buying After ASML Stock Plummeted 15%
ASML Holdings stock dropped after it reported a weaker market recovery than previously expected.
ASML Holding: Share Price Is Still Lofty Despite The Most Recent 16% Plunge
ASML Holding's share price dropped 16% on 15 October 2024, losing €49.2 billion in market cap; investors should wait for further price corrections before buying. Despite a revenue surge in 3Q24, net bookings fell by 52%, and future growth is expected to slow, with 2024 revenue growth projected at only 2.33%. ASML is still highly dependent on China and will continue to face challenges due to stricter export controls, potentially affecting the company's sales.
Better Chip Stock: ASML vs. TSMC
Which of these semiconductor bellwethers is a better investment?
ASML Stock Keeps Falling: Time to Buy the Potential Stock-Split Stock?
The company is currently seeing weak orders for its semiconductor manufacturing machines.
ASML Holding: The Bottom May Be Already In, Contrarian Buy
ASML Holding's stock plunged due to disappointing Q3 results and export restrictions, but historical volatility in bookings suggests a potential rebound. Despite a drop in net system bookings, ASML forecasts strong sales growth to 35 billion euros in 2025, indicating robust future prospects. The stock is now cheaper, presenting a contrarian buying opportunity, with potential for a return to a 31x earnings multiple and $875 target.
Down 34%, This AI Stock Is a No-Brainer Buy Stock Right Now
This sell-off looks like a great buying opportunity.
ASML: Buy The Market's Over-Reaction - AI Market Trends Remain Robust
ASML has lost over a quarter of its value after the mixed FQ3'24 earnings call and the lowered FY2025 guidance, thanks to the tightened export controls. This is significantly worsened by the slower recovery observed in the EV, mobile, PC, and memory end-markets, and the foundries' delayed litho demand timing. Even so, the AI market trends remain robust with overall semiconductor recovery being a matter of when (not if), triggering ASML's potential for upward re-rating in the intermediate term.
