ASML (NASDAQ: ASML ) stock experienced a significant drawdown following its recent quarterly earnings report . Historically, investors buying the dip have often been well rewarded, but many are now questioning whether this drop presents a similar opportunity.I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by th ...

It would require a more than 3x appreciation of the market cap in a little more than five years.The trillion-dollar market cap milestone has become the modern barometer for judging whether a stock is a mega-cap company. Maybe we are collectively focused too much on round numbers, but it is undoubtedly an impressive feat when a company has a market value with four commas in it. There are currently seven non-state-owned companies with a market cap above $1 trillion, and two that have surpassed the market befo ...

As difficult as it might be to step into a stock while it's down, that's the best time to plug in to a good growth story.There's never a bad time to invest in a good company. But, if you can step into a worthy growth stock at a discount, you'll obviously get more bang for your buck.Here's a closer look at a couple of great growth stocks that are currently on sale. If you can handle the risk and their likely continued volatility, they just might be a good fit for your portfolio.1. ASML HoldingThere's a decen ...

I recently wrote about the largest semiconductor equipment provider in the world, ASML NASDAQ: ASML. Now, I’ll cover the second largest, Applied Materials NASDAQ: AMAT. The two stocks have performed very differently over the past three years. ASML has provided a total return of -10% over that time, while the figure sits at +43% for Applied Materials, outperforming the S&P 500 by 10%. So, how does Applied Materials differ from ASML, and is it the best semiconductor manufacturing equipment stock in the market ...

I last covered ASML (NASDAQ: ASML ) in February; I put out a Hold rating at the time, mentioning the "short-term volatility I expect" due to its valuation. Since that analysis, the stock has lost nearly 24% in price. I think my analysis Oliver Rodzianko is an investment analyst specializing in the technology sector, with a focus on artificial intelligence, semiconductors, software, and renewable energy. He has earned a strong reputation on Seeking Alpha, where he is frequently featured in the platform's "Mu ...

The stock is down 35% this year. Not every artificial intelligence (AI) stock is going to the moon. Advanced semiconductor equipment maker ASML (ASML -0.43%) has seen its stock fall 35% this year on weak customer orders despite the booming demand for AI chips that is sweeping across the semiconductor sector. The company is struggling in every part of the market outside of AI and because of large customers such as Intel delaying orders. The stock is now at its cheapest price in multiple quarters. At more tha ...

Despite the S&P 500 trading near its all-time high today, some stocks still offer a potential buy opportunity for investors to consider, especially after some institutions have come along to buy and increase some of their positions in these stocks today to reiterate their long bias and optimism in these companies moving forward. Also backed by some of the fundamental trends gaining momentum today, today’s list of buy targets from institutions makes for attractive options for retail investors to consider buy ...

ASML Today ASML ASML: An Essential Equipment Provider in the Semiconductor Industry ASML $711.70 +0.89 (+0.13%) 52-Week Range $582.48 ▼ $1,110.09 Dividend Yield 0.79% P/E Ratio 38.41 Price Target $970.60 Add to Watchlist Unfortunately, ASML NASDAQ: ASML hasn't served as a great investment over the past three years. Over that time, the stock has provided investors a total return of -6%. The recent 22% drop in the company's stock price from Oct. 14 to Oct. 16 greatly contributed to the company's weak medium-t ...

ASML's demand is weakening, but that's a shortsighted take.I recently purchased shares of one of the most critical companies in the chip supply chain. ASML (ASML 0.31%) provides high-end machines that nobody else makes to the chip producers, making it a technological monopoly. With companies like Taiwan Semiconductor Manufacturing (TSM -1.46%) seeing massive chip demand, you'd be forgiven for assuming that ASML's business is booming.However, it's facing some struggles and after the company reported its thir ...

2024 年 10 月 20 日 公司点评 阿斯麦 (ASML) 公 司 研 究 阿斯麦 24Q3 财报简评：收入略超指引，25 年收入指引下修 证券分析师：李珏晗 E-MAIL：lijuehan@tpyzq.com 分析师登记编号：S1190523080001 事件：公司于 2024 年 10 月 16 日发布 2024 年三季度财报，三季度 单季度实现营业收入 75 亿欧元，同比增长 12%；三季度单季度实现毛利 率 50.8%，同比下降 1.1pct。 Q3 收入超出指引上限，毛利率符合指引。公司 24Q3 营业收入 75 亿 欧元，同比增长 12%，环比增长 10%，超过此前指引 67-73 亿美元，其中 EUV 机台 21 亿欧元，非 EUV 机台 38 亿欧元；毛利率 50.8%，同比下降 1.1pct，环比下降 0.7pct，发一个此前指引 50%-51%。分区域来看，中国 大陆收入 28 亿欧元，占比 47%，同比增长 14%，环比增长 19%；中国台湾 收入 9 亿欧元，占比 15%，同比下降 30%，环比增长 70%；美国收入 12 亿 欧元，占比 21%，同比增长 369%，环比增长 7 ...