Core Viewpoint - ASML projects significant revenue and profitability growth in the semiconductor industry, with potential annual revenue between approximately €44 billion and €60 billion by 2030, and a gross margin of approximately 56% to 60% [1][6]. Company Strategy and Market Position - ASML aims to leverage its EUV technology and holistic lithography portfolio to capitalize on the growing opportunities presented by Artificial Intelligence (AI), which is expected to drive productivity and innovation [2][3]. - The company emphasizes its strong industry partnerships and commitment to ESG sustainability as essential components of its long-term success [6]. Industry Outlook - The semiconductor industry is anticipated to grow significantly, with global semiconductor sales projected to exceed $1 trillion by 2030, reflecting an annual growth rate of approximately 9% from 2025 to 2030 [4]. - ASML expects a double-digit compound annual growth rate (CAGR) in EUV lithography spending for advanced Logic and DRAM from 2025 to 2030, driven by the scalability of EUV technology [5]. Financial Projections - The company confirms its capital allocation strategy, planning to return significant cash to shareholders through growing dividends and share buybacks [6].

Just because they aren't anyone's favorites right now doesn't mean they're not worth owning.Most of the time, Wall Street gets it right. That is to say, more often than not, investors and analysts alike price a stock appropriately based on the underlying company's performance and prospects.Every now and then, though, a stock's price fails to reflect that company's full value. Wall Street underestimates the organization's probable future. Identifying these instances can be a terrific opportunity for you, sin ...

ASML provides crucial equipment for the manufacturing process of AI chips.In today's video, I discuss ASML Holding (ASML 2.39%), its business strategy, growth opportunities, potential risks, and why artificial intelligence stock investors should not ignore this semiconductor stock.*Stock prices used were the market prices of November 7, 2024. The video was published on November 8, 2024. ...

SAN DIEGO, Nov. 07, 2024 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, LLP is investigating whether ASML Holding N.V. (NASDAQ: ASML) or any of its executive officers or others violated securities laws by misrepresenting or failing to timely disclose material, adverse information to investors. The investigation focuses on investors’ losses and whether they may be recovered under federal securities laws. What if I purchased ASML securities? If you purchased securities and suffered losses on ...

ASML is down nearly 40% from its all-time high, and I'm starting to establish a position.Investors need to keep a list of top stocks they want to buy but may not have purchased yet due to high valuations. One of those companies is ASML Holding (ASML -2.22%), and it's one of those that I have always wanted to own, but it got away from me. The point of these lists is to keep them on your radar; if the stock price falls, you can pick up shares (if the opportunity is right).ASML recently tumbled more than 20% a ...

ASML disappointed investors with its third-quarter earnings report.While most AI stocks gained in October, ASML (ASML -0.53%) got tripped up following a disappointing third-quarter earnings report and a weak guidance update for 2025.The news threw cold water on a stock that many have expected to be a winner in the AI boom as orders in the quarter were weak, and demand from China has been underwhelming. According to S&P Global Market Intelligence, the stock finished the month down 17%. ASML runs into headwin ...

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 ...

Company Overview - ASML is a semiconductor equipment company specializing in lithography machines, particularly extreme ultraviolet (EUV) machines, which are essential for manufacturing advanced semiconductors [5][12] - The company currently has a market cap of $285 billion and is the 31st largest company globally [3] Market Potential - The demand for advanced semiconductors is expected to grow significantly, driven by applications in smartphones and data centers for artificial intelligence (AI) [6][7] - ASML's revenue has increased by 266% over the past decade, indicating strong growth potential [6] Financial Performance - ASML reported sales of approximately 7.5 billion euros last quarter, up from 6.2 billion euros a year prior [7] - The company generates a net income of $7.5 billion, with a target of reaching $25 billion in net income to achieve a market cap of $1 trillion [8][9] Growth Projections - Management anticipates semiconductor market spending to grow by 9% annually, with ASML aiming for 12% annual revenue growth over the next five years, potentially reaching $50 billion in revenue [9] - Achieving a net income margin of 50% to hit the $25 billion target is considered highly unlikely [9] Investment Considerations - Despite the unlikelihood of reaching a $1 trillion market cap by 2030, ASML is viewed as a strong business due to its monopoly on advanced lithography equipment [12] - The stock currently trades at a P/E ratio of 37, which aligns with its long-term average, suggesting it is not excessively priced [12]

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 ...