ASMLASML
About: ASML is the leader in photolithography systems used in the manufacturing of semiconductors. Photolithography is the process in which a light source is used to expose circuit patterns from a photo mask onto a semiconductor wafer. The latest technological advances in this segment allow chipmakers to continually increase the number of transistors on the same area of silicon, with lithography historically representing a high portion of the cost of making cutting-edge chips. ASML outsources the manufacturing of most of its parts, acting like an assembler. ASML's main clients are TSMC, Samsung, and Intel.
Employees: 43,089
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
105% more first-time investments, than exits
New positions opened: 203 | Existing positions closed: 99
44% more repeat investments, than reductions
Existing positions increased: 679 | Existing positions reduced: 472
7% more funds holding
Funds holding: 1,469 [Q1] → 1,573 (+104) [Q2]
6% more capital invested
Capital invested by funds: $75.9B [Q1] → $80.8B (+$4.92B) [Q2]
0.35% more ownership
Funds ownership: 19.65% [Q1] → 20.0% (+0.35%) [Q2]
9% less funds holding in top 10
Funds holding in top 10: 66 [Q1] → 60 (-6) [Q2]
26% less call options, than puts
Call options by funds: $2.99B | Put options by funds: $4.06B
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Susquehanna Mehdi Hosseini 54% 1-year accuracy 21 / 39 met price target | 51%upside $1,100 | Positive Maintained | 11 Oct 2024 |
JP Morgan Sandeep Deshpande 71% 1-year accuracy 5 / 7 met price target | 65%upside $1,207 | Overweight Maintained | 9 Oct 2024 |
Wells Fargo Joseph Quatrochi 22% 1-year accuracy 2 / 9 met price target | 37%upside $1,000 | Overweight Maintained | 3 Oct 2024 |
JP Morgan Sandeep Deshpande 71% 1-year accuracy 5 / 7 met price target | 65%upside $1,202 | Overweight Maintained | 18 Jul 2024 |
Financial journalist opinion
Based on 85 articles about ASML published over the past 30 days