ASML
ASML
Market cap $283B

718.69 USD

+4.59

0.64%

Updated Oct 22, 10:48 AM EDT

1 day

0.64%

5 days

1.09%

1 month

-10.56%

3 months

-23.65%

6 months

-17.59%

Year to date

0.25%

1 year

22.27%

5 years

181.52%

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: 42,713

0

Funds holding %

of 6,740 funds

0

Analysts bullish %

of 6 analysts

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

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$790

10%

upside

Avg. target

$1,010

41%

upside

High target

$1,207

68%

upside

6 analyst ratings

6 positive

100%

0 neutral

0%

0 negative

0%

Bernstein Sara Russo 0% 1-year accuracy 0 / 2 met price target	13%upside $815	Outperform Maintained	21 Oct 2024
Wells Fargo Joseph Quatrochi 21% 1-year accuracy 3 / 14 met price target	10%upside $790	Overweight Maintained	17 Oct 2024
JP Morgan Sandeep Deshpande 50% 1-year accuracy 2 / 4 met price target	60%upside $1,148	Overweight Maintained	17 Oct 2024
Susquehanna Mehdi Hosseini 46% 1-year accuracy 13 / 28 met price target	53%upside $1,100	Positive Maintained	11 Oct 2024
JP Morgan Sandeep Deshpande 50% 1-year accuracy 2 / 4 met price target	68%upside $1,207	Overweight Maintained	9 Oct 2024

See Analyst Rankings

Financial journalist opinion

Based on 152 articles about ASML published over the past 30 days

Proactive Investors

ASML warns of more US-led export controls against China

Chief executive Christophe Fouquet of ASML Holding NV (NASDAQ:ASML), the world leader in semiconductor manufacturing equipment, has suggested stricter controls on the export of its technology to China could be on the agenda. At the behest of the US government, the Dutch government recently barred ASML from shipping its deep ultraviolet (DUV) lithography machines to China.

ASML warns of more US-led export controls against China

Bloomberg Markets and Finance

In Full: ASML CEO on AI, China, Chips, US Restrictions

ASML CEO Christophe Fouquet discusses artificial intelligence, the market in China, as well as US pressure on allies further restrict sales of semiconductor technology to Beijing. Speaking to Tom Giles at the Bloomberg Tech Summit in London, Fouquet also says he is not considering moving a large part of the company's operations outside of the Netherlands.

In Full: ASML CEO on AI, China, Chips, US Restrictions

SAP overtakes ASML to become Europe's most valuable tech company

SAP has overtaken ASML to become Europe's most valuable technology company after a strong set of third-quarter results that saw the German software company lift its full-year outlook.

SAP overtakes ASML to become Europe's most valuable tech company

ASML: One Of The Most Important Companies In The World Is On Sale

ASML's Q3 results and guidance led to a 22% share price drop, presenting a buying opportunity due to its essential role in advancing technology. ASML holds a monopoly in EUV lithography, crucial for future chip advancements, and has shown strong long-term performance despite a recent slowdown. The company's financials are solid with minimal debt, strong margins, and efficient asset utilization, making it a robust investment for the long term.

ASML: One Of The Most Important Companies In The World Is On Sale

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 CEO says US pressure for export restrictions will continue

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: Buy The Dip Opportunity

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.

ASML: Investors Have Been Served A Proof Point Of Feeble Demand

The Motley Fool

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 Semiconductor Stories of TSMC & ASML

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).

The Big 3: ASML, PLTR, IBM

3 AI and Chip Giants Controlling Over 90% of Their Markets

While monopolies are generally illegal under the Sherman Antitrust Act of 1890 in the United States, many continue to exist and thrive in various industries. In the computer and technology sector, some companies maintain a monopoly due to being the best of breed for a particular niche.

3 AI and Chip Giants Controlling Over 90% of Their Markets

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