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 ...

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 ...

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].

ASML (ASML) Q1 2025 Earnings Call April 16, 2025 01:00 AM ET Speaker0Hello, and welcome to ASML's Q1 twenty twenty five Results. Welcome Christophe, welcome Roger. Roger if I can start with you, can you provide us an overview of Q1 twenty twenty five results?Speaker1Sure. Total net sales came in at €7,700,000,000 Included in there €2,000,000,000 for installed base business, 7,700,000,000.0 within guidance. Gross margin came in a little bit better than guidance at 54%. Main reasons why it was a bit better, a ...

Group 1 - ASML, a Dutch semiconductor equipment firm, reported net bookings of 3.94 billion euros ($4.47 billion) for the first quarter, missing the forecast of 4.89 billion euros [1] - The missed bookings suggest a potential slowdown in demand for ASML's critical chipmaking machines [1] - Global chip stocks have been fragile due to concerns over the impact of U.S. President Donald Trump's tariff plans on the semiconductor supply chain [1] Group 2 - The U.S. administration announced a temporary exemption for smartphones, computers, and semiconductors from reciprocal duties, but later created confusion regarding tariff exceptions for the electronics industry [2] - A federal government notice indicated that the U.S. Commerce Department is conducting a national security investigation into imports of semiconductor technology and related products, assessing the need for additional trade measures [2]

Core Insights - ASML reported total net sales of €7.7 billion and net income of €2.4 billion for Q1 2025, aligning with guidance [1][4] - The company expects total net sales for 2025 to be between €30 billion and €35 billion [1][6] Financial Performance - Q1 2025 total net sales decreased from €9.3 billion in Q4 2024 to €7.7 billion [2] - Gross profit for Q1 2025 was €4.18 billion, with a gross margin of 54.0%, an increase from 51.7% in Q4 2024 [2][4] - Net income for Q1 2025 was €2.35 billion, down from €2.69 billion in Q4 2024 [2] Sales and Bookings - Installed Base Management sales in Q1 2025 were €2.0 billion, down from €2.1 billion in Q4 2024 [2] - New lithography systems sold in Q1 2025 were 73 units, compared to 119 units in Q4 2024 [2] - Net bookings for Q1 2025 were €3.9 billion, with €1.2 billion attributed to EUV [6] Future Outlook - For Q2 2025, ASML expects total net sales between €7.2 billion and €7.7 billion, with a gross margin between 50% and 53% [6][7] - The company anticipates that 2025 and 2026 will be growth years, driven primarily by artificial intelligence [5][6] Shareholder Returns - ASML plans to declare a total dividend of €6.40 per ordinary share for 2024, a 4.9% increase from 2023 [8] - In Q1 2025, ASML repurchased approximately €2.7 billion worth of shares under its share buyback program [8]

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 VELDHOVEN, the Netherlands, April 16, 2025 – Today, ASML Holding NV (ASML) has published its 2025 first-quarter results. Q1 total net sales of €7.7 billion, gross margin of 54.0%, net income of €2.4 billionQuarterly net bookings in Q1 of €3.9 billion2 of which €1.2 billion is EUVASML expects Q2 2025 total net sales between €7.2 billion and €7.7 billion, an ...

A series of President Donald Trump’s ambiguous tariffs on several other countries, including China, wreaked havoc on Wall Street, and semiconductor stocks suffered the consequences. However, the latest tariff exemptions on chips and other high-tech goods boosted the equity market, leading to a recovery in many previously declining semiconductor stocks.  Therefore, this is an ideal time to invest in strong semiconductor stocks, such as ASML Holding N.V. (ASML) and NVIDIA Corporation (NVDA) , which are curren ...

He is a founding author of the investing group The Dividend Kings which focuses on helping investors safeguard and grow their money in all market conditions through the highest-quality dividend investments. Dividend Sensei and the team of analysts (Brad Thomas, Justin Law, Nicholas Ward, Chuck Carnevale, and Sebastian Wolf) help members invest more intelligently in dividend stocks. Features include: 13 model portfolios, buy ideas, company research reports, and a thriving chat community for readers looking t ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ASML over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking ...