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ASML Holding(ASML) - 2025 Q1 - Earnings Call Presentation
2025-04-16 16:38
ASML reports €7.7 billion total net sales and €2.4 billion net income in Q1 2025 2025 total net sales expected to be between €30 billion and €35 billion ASML 2025 First-Quarter Veldhoven, the Netherlands April 16, 2025 Agenda April 16, 2025 Page 2 Public • Investor key messages • Business summary • Outlook • Financial statements Investor key messages April 16, 2025 Page 3 Investor key messages April 16, 2025 Page 4 Public • The semiconductor industry remains strong, driven by artificial intelligence adoptio ...
ASML Holding(ASML) - 2025 Q1 - Earnings Call Transcript
2025-04-16 16:38
ASML Holding N.V. (NASDAQ:ASML) Q1 2025 Earnings Conference Call April 16, 2025 9:00 AM ET Company Participants Jim Kavanagh - VP, IR Christophe Fouquet - President & CEO Roger Dassen - EVP & CFO Conference Call Participants Francois-Xavier Bouvignies - UBS Krish Sankar - TD Cowen Joe Quatrochi - Wells Fargo Didier Scemama - Bank of America Alexander Duval - Goldman Sachs Chris Caso - Wolfe Research Mehdi Hosseini - Susquehanna Tammy Qiu - Berenberg Timm Schulze-Melander - Redburn Atlantic C.J. Muse - Canto ...
ASML Is Quietly Preparing For A Post-Tariff Boom, Are You? - Buy Call
Seeking Alpha· 2025-04-16 15:30
Last time I covered ASML Holding N.V. (NASDAQ: ASML ), I gave it a solid buy rating. Then, they had a positive outlook for the rest of 2025 and a growing monopoly in the EUV market, both ofI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolv ...
ASML Holding(ASML) - 2025 Q1 - Quarterly Results
2025-04-16 15:00
Exhibit 99.3 ASML - Summary US GAAP Consolidated Statements of Operations | | Three months ended, | | | --- | --- | --- | | | Mar 31, | Mar 30, | | (unaudited, in millions €, except per share data) | 2024 | 2025 | | Net system sales | 3,965.9 | 5,740.4 | | Net service and field option sales | 1,324.1 | 2,001.1 | | Total net sales | 5,290.0 | 7,741.5 | | Total cost of sales | (2,593.4) | (3,561.8) | | Gross profit | 2,696.6 | 4,179.7 | | Research and development costs | (1,031.9) | (1,161.1) | | Selling, gen ...
ASML Stock Claimed by Tariff Uncertainty
Schaeffers Investment Research· 2025-04-16 14:37
The semiconductor sector is swimming in red ink today, and ASML Holding NV (NASDAQ:ASML) is one of the primary culprits. The stock is down 6% to trade at $641.56, after the Dutch-based chipmaker reported a lackluster sales forecast. For the second quarter, ASML expects sales between 7.2 and 7.7 billion euros, lower than the 7.8 billion forecast.CEO Christophe Fouquet said in a statement: "The recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynami ...
ASML slips on rejigged guidance, but full-year targets retained
Proactiveinvestors NA· 2025-04-16 13:14
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 ...
ASML: €570/Share Is As Cheap As It Gets--I'm Buying Q1 Earnings Dip
Seeking Alpha· 2025-04-16 13:06
Tariff-related uncertainty is not only making stock-picking incredibly hard, with stocks trading on politics and news instead of fundamentals, but it's clouding the outlook for European crown jewel ASML Holding (NASDAQ: ASML ).With 30 years until retirement, I’m leveraging my role as a Financial Analyst at a Fortune 500 firm to build a market-beating portfolio that targets both strong capital appreciation and aggressive dividend growth.My focus is on blue-chip companies with wide moats, competitive advantag ...
2 Brilliant Stocks to Buy Right Now That Are Untouched by Trump's Tariffs
The Motley Fool· 2025-04-16 11:30
While President Donald Trump's tariffs are front and center in many investors' minds, a handful of stocks have sold off despite being relatively unaffected. This is a guilty-by-association reaction and a great opportunity for investors to scoop up shares. ASML (ASML 1.47%) and MercadoLibre (MELI 3.93%) are two stocks that fit this guidance. Each has their own reasons for mostly avoiding tariffs, but both look like excellent buys right now. 1. ASML ASML is based in the Netherlands, so avoiding tariffs may se ...
The Zacks Analyst Blog ASML Holding, NVIDIA, Intel and Taiwan Semiconductor Manufacturing Company
ZACKS· 2025-04-16 09:20
For Immediate ReleasesChicago, IL – April 16, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include ASML Holding N.V. (ASML) , NVIDIA Corp. (NVDA) , Intel Corp. (INTC) and Taiwan Semiconductor Manufacturing Company Ltd. (TSM) . Here are highlights from Wednesday’s Analyst Blog:2 Wide Moat Semiconductor Stocks to Buy at ...
ASML CEO sees growing economic 'uncertainty' from tariffs
TechXplore· 2025-04-16 08:50
Core Viewpoint - ASML has expressed concerns about increasing economic uncertainty due to US tariffs but maintains its sales forecast for 2025 unchanged [1][4]. Group 1: Financial Performance - ASML's net profit for the first quarter was reported at 2.4 billion euros, a significant increase from 1.2 billion euros in the same quarter last year [6]. - The company's sales for the first quarter reached 7.7 billion euros, aligning with expectations, while the forecast for second-quarter net sales is between 7.2 billion and 7.7 billion euros [5]. - Net bookings for the first quarter were 3.9 billion euros, a decline from 7.1 billion euros in the previous quarter, which fell short of market expectations and led to a share price drop of around 7% [2][4]. Group 2: Market Outlook - Despite current challenges, ASML's CEO anticipates growth in 2025 and 2026, supported by ongoing customer conversations [2]. - The company projects sales to rise to between 44 and 60 billion euros by 2030, driven by the expanding AI market [8]. - The impact of US tariffs on ASML remains uncertain, with the CEO indicating that quantifying this effect is challenging [9]. Group 3: Industry Context - The US has initiated tariffs on semiconductors and related equipment, with a 10% global tariff imposed on all imports [3]. - ASML is navigating the complexities of US-led export restrictions on high-tech goods to China, which are perceived as a threat to national security [9][10]. - The Dutch government has also tightened export controls on advanced semiconductor production equipment, although ASML stated that this would have no significant impact on its business [10].