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 ...

Sometimes a stock drop can be a buying opportunity for patient investors.Over the past 10 years, semiconductor equipment manufacturer ASML (ASML -1.70%) has been a massive winner, producing a total return of 761% vs. 270% for the S&P 500. But this has been a tough month. Since the company's latest earnings report in mid-October, the stock has dropped 18% -- a reaction to both results and guidance that fell below analysts' expectations.The post-earnings drop erased almost a year's worth of gains for ASML, re ...

The technology sector has been the darling of the entire stock market since the aftermath of the COVID-19 pandemic, and most stocks in the space easily delivered double-digit rallies for investors. However, not all stocks in the sector are made—or treated—equal, which is where investors can find some new opportunities to exploit in a catch-up strategy.Value investors like Warren Buffett love to buy from pessimists, and that is exactly what retail investors can do today: find the best discounted technology s ...

The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...

The semiconductor industry is recovering from a cyclical downturn, and these two companies stand to benefit.The semiconductor industry is starting to recover, fueled by the surging demand for artificial intelligence.*Stock prices used were the afternoon prices of Oct. 20, 2024. The video was published on Oct. 22, 2024. ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

The semiconductor supplier is experiencing a decline in cash flow from operations, but there is a good reason for that trend.ASML's (ASML 0.95%) free cash flow has decreased as the company is building inventory in anticipation of an uptick in sales.*Stock prices used were the afternoon prices of Oct. 19, 2024. The video was published on Oct. 21, 2024. ...

ASML Holding NV (ASML) , the global leader in semiconductor manufacturing equipment, experienced a sharp market reaction following its third-quarter 2024 earnings report on Oct. 15. Since the announcement, ASML stock has plunged by 18.1%, driven by a disappointing outlook for the remainder of 2024 and into 2025. Investors are now asking: Should they buy, sell or hold ASML stock? Here's why holding the stock may be the best strategy for now.Image Source: Zacks Investment ResearchASML’s Weakened Outlook Dents ...

We've also got a look at genetic testing company 23andMe .In this podcast, Motley Fool analyst Jason Moser and host Mary Long discuss the semiconductor supply chain, ASML's earnings, and what's ailing the pharmacy industry.Then, Motley Fool contributor Brian Orelli joins for a look at how genetic testing company 23andMe went from a $6 billion valuation to a penny stock in a mere three years...and where the company (and its data) might go from here.To catch full episodes of all The Motley Fool's free podcast ...