Can this semiconductor equipment giant come out of its latest slump and become a winner over the next five years?ASML Holding (ASML -3.11%) is a critical player in the semiconductor industry, as chipmakers and foundries use its equipment to manufacture chips. That explains why the Dutch semiconductor equipment giant has clocked impressive gains on the stock market in the past five years. The robust demand for ASML's chipmaking equipment to fulfill the growing need for semiconductors has led to a nice jump i ...

With stock market volatility returning for the hottest days of summer, investors may be pondering whether it’s too late to rotate into some of the still-cheap growth stocks. Especially those that didn’t really participate in the first-half market rally.The mid-cap surge came fast and furiously. Though the cap rotation may still have a ways to go, the easy money, as they say, has likely already been made.In any case, staying diversified is key to steering clear of ugly sector and theme-specific sell-offs. Th ...

Semiconductors continue to have outsized importance in the modern world. Microchips and processors power everything from our refrigerators and cars to our smartphones and computers. Increasingly important, they power artificial intelligence (AI) applications and models. Semiconductors have become so vital that they are often referred to as the “oil of the 21st Century.”According to Fortune Business Insights, the global semiconductor market was worth $611.35 billion in 2023 and is projected to grow to $2.06 ...

ASML, Broadcom, and Micron could head even higher over the next few years.Many semiconductor stocks rallied over the past year as the explosive growth of the artificial intelligence (AI) market drove many companies to upgrade their data center chips. But with the market hovering near its record highs, investors might be reluctant to add some of these high-flying stocks to their portfolios.However, the market leaders that have clear competitive advantages, staying power, and wide moats should continue to soa ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about ASML (ASML) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.ASML currently has an average brokerage recommendation (ABR) of 1.3 ...

ASML earnings were overshadowed by the prospect of more restrictions on sales to China and comments by former President Trump.Shares of semiconductor giants ASML Holdings (ASML -0.85%), Micron Technology (MU -1.72%), and Advanced Micro Devices (AMD -2.30%) fell this week, down 14.8%, 12.1%, and 14.2%, respectively, as of the end of the trading day Thursday, according to data from S&P Global Market Intelligence.There was a slew of semiconductor news this week, coming both from within and outside these compan ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ASML. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Major computer chip manufacturers like Nvidia and TSMC continued to slump Thursday as warnings from both President Biden and Republican nominee Donald Trump fueled renewed geopolitical concerns among investors.The selloff occurred after the Biden administration threatened severe restrictions on exports by foreign chipmakers to China, while former President Donald Trump rattled the market by suggesting Taiwan should pay the US to defend against China’s aggression.Taiwan Semiconductor Manufacturing Company sh ...

Pixelbizz/iStock Editorial via Getty Images I issued a “Strong Buy” rating on ASML Holding N.V. (NASDAQ:ASML) in my previous coverage published in March 2024, pointing out the growth propelled by the explosive demands for high bandwidth memory (HBM) in AI computing. The company released its Q2 FY24 result on July 17th with a recovery in its new bookings. The stock price fell more than 10% amidst concerns over tighter export restrictions to China. I think the near-term risk is quite high and uncertain. T ...

ASML Holding N.V. (NASDAQ:ASML) Q2 2024 Earnings Conference Call July 17, 2024 9:00 AM ET Company Participants Skip Miller - Vice President, Investor Relations Christophe Fouquet - President and Chief Executive Officer Roger Dassen - Executive Vice President and Chief Financial Officer Conference Call Participants Krish Sankar - TD Cowen Alexander Duval - Goldman Sachs Tammy Qiu - Berenberg Francois Bouvignies - UBS Stephane Houri - ODDO BHF Andrew Gardiner - Citi Chris Caso - Wolfe Research C.J. Muse - Can ...