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 ...

ASML Holding (NASDAQ: ASML ) recently reported its Q3 results and provided disappointing guidance that many investors did not like and sent the company's share price over 22% down in two days, with a slight recovery over the subsequent few MSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell optio ...

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ASML (NASDAQ: ASML ) as semiconductor equipment manufacturer represents an investment in this industry. After several quarters of revenue decline, it has returned to growth. Revenue for the year is expected flat, but growth is expected for 2025.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

I took a risk in late 2023 arguing that it is "not the time to be bullish" on ASML (NASDAQ: ASML ) stock, defying a strong and evident boom in selected AI-related verticals within the semiconductor industry. I wrote: Experience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Investor Express Analyst's Disc ...

ASML Holdings stock dropped after it reported a weaker market recovery than previously expected. In today's video, I discuss recent updates impacting the semiconductor market after ASML Holdings' (ASML 3.23%) earnings caused various stocks to drop. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Oct. 18, 2024. The video was published on Oct. 19, 2024. ...

With over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessimism and excessive exuberance. My analysis will concentrate on unique trading opportunities influenced by the macroeconomic landscape and in-depth fundamental research on companies exhibiting signs of dislocation or potential perception gaps ripe for us to capitalize on. I aim to share my ...

Which of these semiconductor bellwethers is a better investment?ASML (ASML 3.23%) and Taiwan Semiconductor Manufacturing (TSM -2.46%), also known as TSMC, are both linchpins of the global semiconductor market. ASML is the world's largest producer of photolithography systems, which optically etch circuit patterns onto silicon wafers. TSMC, which uses ASML's systems to manufacture its chips, is the world's largest and most technologically advanced contract chipmaker.ASML is also the only producer of extreme u ...

Investment Rating - The report maintains a **Buy** rating for ASML (ASML O) with a target price of $950 for FY2025 based on a Forward PE of 36x [3][12] Core Views - **New orders fell short of expectations** in Q3 2024, with new orders totaling €2 64 billion, significantly below the expected €5 39 billion This was primarily due to delays in advanced process technologies by certain customers and the failure of HBM products to pass NVIDIA's testing, leading to postponed demand for lithography machines [3][11] - **AI related demand remains strong**, but the company revised its 2025 revenue guidance downward to €300 350 billion (from €300 400 billion) and lowered its gross margin guidance to 51% 53% (from 54% 56%) due to slower recovery in non AI demand and delays in customer processes [3] - **Long term upside potential** exists due to shifts in market share among foundries, with key customer TSMC expected to benefit from 2nm and more advanced processes, driving demand for advanced lithography equipment [3] Financial Performance - **Q3 2024 revenue** was €7 47 billion, up 12% YoY and 20% QoQ, exceeding consensus estimates of €7 20 billion Gross margin was 50 8%, in line with expectations, while GAAP net profit reached €2 08 billion, up 10% YoY and above consensus estimates of €1 91 billion [7] - **EUV shipments** in Q3 2024 were 11 units, below the expected 14 units, while ArFi shipments were 38 units, exceeding the expected 27 units EUV revenue was €2 07 billion, below the expected €2 64 billion, while DUV revenue was €3 73 billion, above the expected €2 87 billion [9] - **Backlog of orders** stood at €35 7 billion in Q3 2024, up 2% YoY but down 8% QoQ [3] Regional Performance - **China accounted for 47% of Q3 2024 revenue**, but this is expected to normalize to around 20% in the future Other regions included South Korea (15%), Taiwan (15%), the US (21%), and Japan (2%) [10] Market and Industry Insights - **Foundry competition** is shifting, with potential upside from market share redistribution among foundries TSMC is expected to maintain strong demand for advanced lithography equipment due to its leadership in 2nm and beyond processes [3] - **High NA EUV progress** is on track, and ArFi revenue (excluding China) is expected to grow YoY in FY2025 However, delays in advanced process technologies by some customers and the end of counter cyclical capacity expansion in China may lead to a YoY decline in China revenue for FY2025 [12]

The company is currently seeing weak orders for its semiconductor manufacturing machines.The world is awash in semiconductors. Companies are spending tens of billions of dollars to build new computer chips for the artificial intelligence (AI) boom. It is no surprise, then, that one of the leading equipment makers for semiconductors, ASML (ASML 3.23%), was up 40% year to date at one point recently.As of this writing, the company has given up all of these gains. Even though the narrative was for insatiable de ...