ASML's Market Position and Valuation - ASML holds a monopoly on EUV technology, essential for producing advanced logic chips and high-bandwidth DRAM memory [1][2] - Despite a 40% stock pullback from July highs and a 10.5% decline year-to-date, ASML's valuation remains premium at 36 times trailing earnings [2][3] - The recent pullback was driven by weak orders as customers adopted a cautious investment stance for 2025, though overall spending on ASML machines is expected to grow [3] Financial Performance and Growth - ASML's gross margins surged from mid-40% in 2019 to low-50% by 2021 due to EUV adoption, with EUV systems now making up 42% of system sales [5][6] - Revenue grew at a 16.9% annualized rate between 2014 and 2024, with EPS growing at 22% and EUV sales growing at 34.8% annually from 2019 to 2023 [7] - Management projects continued growth and margin expansion as EUV becomes a larger portion of revenue and profits [8][13] EUV Technology and Future Prospects - EUV is critical for semiconductors at 7nm and below, with high-NA EUV machines offering higher resolution and cost efficiency [9][10] - ASML has begun shipping high-NA machines, which cost up to $380 million, and plans to introduce hyper-NA machines between 2030 and 2035 [9][11] - High-NA adoption is expected to drive further profit growth as competitors race to implement the technology [11] 2030 Financial Targets - ASML provided low, medium, and high estimates for 2030 revenue (€44B, €52B, €60B) and gross margins (56%, 58%, 60%) [12][13][14] - Implied annualized revenue growth from 2024 ranges from 7.8% to 13.5%, with operating income projected between €16.9B and €27.5B [14] - ASML's current market cap of €251B is 17.8x, 13.7x, and 11.0x the low, mid, and high-end 2030 earnings scenarios [14] Long-Term Investment Outlook - ASML's valuation appears cheap based on 2030 projections, with potential for share count reduction through repurchases [15] - The company's ability to maintain a high P/E ratio in 2030 will depend on continued growth prospects and competitive advantages [16][17] - ASML's monopoly on EUV technology and future innovations like hyper-NA machines support its long-term growth potential [17][18]

NEW YORK, Dec. 01, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of ordinary shares of ASML Holding N.V. (NASDAQ: ASML) between January 24, 2024 and October 15, 2024, both dates inclusive (the “Class Period”), of the important January 13, 2025 lead plaintiff deadline. SO WHAT: If you purchased ASML ordinary shares during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arra ...

NEW YORK, Nov. 30, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against ASML Holding N.V. (NASDAQ: ASML) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in ASML, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/asml-holding-nv. Investors have until January 13, 2025, to ask the Court to be appointed to lea ...

ASML Stock Analysis - ASML Holding N V stock experienced a decline of over 40% due to temporary overvaluation factors and other transitory issues [1] - The stock appeared highly valued until recently but may now present a potential investment opportunity [1] Investment Portfolio Performance - The Financial Prophet's All-Weather Portfolio achieved a 47% return in 2023 [1] - The portfolio's cumulative performance significantly outperformed the S&P 500 with returns of 1212% compared to the S&P 500's 215% over the same period [2][3] Investment Strategies - The Daily Prophet Report provides crucial market information before the opening bell each morning [1] - The Covered Call Dividend Plan offers potential returns of up to 50% on certain investments [1] Subscription Offer - A limited-time 20% discount is available for new subscribers along with a 2-week free trial [4] - The subscription cost is less than $1 per day [4]

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

NEW YORK, Nov. 28, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against ASML Holding N.V. (NASDAQ: ASML) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in ASML, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/asml-holding-nv. Investors have until January 13, 2025, to ask the Court to be appointed to lea ...

Bargains in both the artificial intelligence (AI) and chip sectors are hard to come by. Investor enthusiasm in this area has been high for nearly two years, and the results have paid off well.However, one of the most important companies in both spaces is now down around 40% from its all-time high, and it looks like a good value at these levels. So what's this company that's so vital in both spaces?It's Netherlands-based ASML (ASML -1.83%). Let's learn more.Nobody else has ASML's technological capabilitiesAS ...

SAN DIEGO, Nov. 27, 2024 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of ASML Holding N.V. (NASDAQ: ASML) ordinary shares between January 24, 2024 and October 15, 2024, inclusive (the “Class Period”), have until Monday, January 13, 2025 to seek appointment as lead plaintiff of the ASML class action lawsuit. Captioned City of Hollywood Firefighters’ Pension Fund v. ASML Holding N.V., No. 24-cv-08664 (S.D.N.Y.), the ASML class action lawsuit charg ...

Core Viewpoint - ASML Holding has faced a sell-off due to trade restrictions with China and has lowered its guidance for 2025, raising questions about its market position and future performance [1]. Group 1: Market Position - ASML holds a unique market position that is being analyzed in light of recent challenges [1]. Group 2: Financial Guidance - The company has lowered its guidance for 2025, which is a significant factor contributing to the recent sell-off [1].

NEW YORK, Nov. 26, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against ASML Holding N.V. (NASDAQ: ASML) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in ASML, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/asml-holding-nv. Investors have until January 13, 2025, to ask the Court to be appointed to lea ...