ASML Holding(ASML)

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ASML Stock Slides – A Buying Opportunity in Semiconductors?
MarketBeat· 2024-10-28 12:37
ASML Today ASML ASML: An Essential Equipment Provider in the Semiconductor Industry ASML $711.70 +0.89 (+0.13%) 52-Week Range $582.48 ▼ $1,110.09 Dividend Yield 0.79% P/E Ratio 38.41 Price Target $970.60 Add to Watchlist Unfortunately, ASML NASDAQ: ASML hasn't served as a great investment over the past three years. Over that time, the stock has provided investors a total return of -6%. The recent 22% drop in the company's stock price from Oct. 14 to Oct. 16 greatly contributed to the company's weak medium-t ...
This Critical Chip Company Just Fell 20%. Here's Why I Bought the Dip.
The Motley Fool· 2024-10-25 11:15
ASML's demand is weakening, but that's a shortsighted take.I recently purchased shares of one of the most critical companies in the chip supply chain. ASML (ASML 0.31%) provides high-end machines that nobody else makes to the chip producers, making it a technological monopoly. With companies like Taiwan Semiconductor Manufacturing (TSM -1.46%) seeing massive chip demand, you'd be forgiven for assuming that ASML's business is booming.However, it's facing some struggles and after the company reported its thir ...
阿斯麦24Q3财报简评:收入略超指引,25年收入指引下修
Tai Ping Yang· 2024-10-25 09:43
Investment Rating - The investment rating for ASML is "Buy," indicating an expected relative increase of over 15% compared to the CSI 300 index in the next six months [4]. Core Insights - ASML's Q3 2024 revenue reached €7.5 billion, a year-on-year increase of 12%, exceeding the previous guidance of €6.7-7.3 billion [1]. - The gross margin for Q3 was 50.8%, a decrease of 1.1 percentage points year-on-year, aligning with the guidance of 50%-51% [1]. - The company has revised its revenue guidance for 2025 downwards due to export control factors, now expecting €30-35 billion instead of the previous €30-40 billion [1]. Summary by Sections Q3 Financial Performance - Q3 revenue was €7.5 billion, up 12% year-on-year and 10% quarter-on-quarter, with EUV machines contributing €2.1 billion and non-EUV machines €3.8 billion [1]. - Revenue breakdown by region: Mainland China €2.8 billion (47% of total, +14% YoY, +19% QoQ), Taiwan €0.9 billion (15%, -30% YoY, +70% QoQ), USA €1.2 billion (21%, +369% YoY, +771% QoQ), South Korea €0.9 billion (15%, -16% YoY, -33% QoQ) [1]. - Revenue by application: Logic revenue €3.8 billion (64%, -6% YoY, +48% QoQ), Storage revenue €2.1 billion (36%, +67% YoY, -3% QoQ) [1]. Equipment Orders - Q3 equipment orders totaled €2.6 billion, flat year-on-year but down 54% quarter-on-quarter [1]. - EUV equipment orders were €1.4 billion (up 180% YoY, down 44% QoQ), while non-EUV equipment orders were €1.2 billion (down 43% YoY, down 61% QoQ) [1]. - The backlog of orders stands at €36 billion [1]. Future Guidance - For Q4, ASML expects revenue between €8.8-9.2 billion, with a midpoint indicating a 24% year-on-year increase and a 20% quarter-on-quarter increase [1]. - The full-year revenue forecast for 2024 is €28 billion, with a gross margin of 50.6% [1].
This Semiconductor Stock Just Dropped 18%. Is It a Buy Before It Recovers?
The Motley Fool· 2024-10-24 12:45
Sometimes a stock drop can be a buying opportunity for patient investors.Over the past 10 years, semiconductor equipment manufacturer ASML (ASML -1.70%) has been a massive winner, producing a total return of 761% vs. 270% for the S&P 500. But this has been a tough month. Since the company's latest earnings report in mid-October, the stock has dropped 18% -- a reaction to both results and guidance that fell below analysts' expectations.The post-earnings drop erased almost a year's worth of gains for ASML, re ...
3 Undervalued Technology Stocks With Big Rebound Potential
MarketBeat· 2024-10-24 12:27
The technology sector has been the darling of the entire stock market since the aftermath of the COVID-19 pandemic, and most stocks in the space easily delivered double-digit rallies for investors. However, not all stocks in the sector are made—or treated—equal, which is where investors can find some new opportunities to exploit in a catch-up strategy.Value investors like Warren Buffett love to buy from pessimists, and that is exactly what retail investors can do today: find the best discounted technology s ...
After ASML, Could AMD Be Next? (Q3 Preview)
Seeking Alpha· 2024-10-23 18:50
The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...
Best Semiconductor Stocks: ASML Stock vs. Taiwan Semiconductor Stock
The Motley Fool· 2024-10-23 13:30
The semiconductor industry is recovering from a cyclical downturn, and these two companies stand to benefit.The semiconductor industry is starting to recover, fueled by the surging demand for artificial intelligence.*Stock prices used were the afternoon prices of Oct. 20, 2024. The video was published on Oct. 22, 2024. ...
ASML: Torrid Earnings And A Massive Buying Opportunity
Seeking Alpha· 2024-10-23 12:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
How Much Is ASML Stock Really Worth?
The Motley Fool· 2024-10-23 09:00
The semiconductor supplier is experiencing a decline in cash flow from operations, but there is a good reason for that trend.ASML's (ASML 0.95%) free cash flow has decreased as the company is building inventory in anticipation of an uptick in sales.*Stock prices used were the afternoon prices of Oct. 19, 2024. The video was published on Oct. 21, 2024. ...
Should You Buy, Sell or Hold ASML Holding Stock Post Q3 Earnings?
ZACKS· 2024-10-22 15:10
ASML Holding NV (ASML) , the global leader in semiconductor manufacturing equipment, experienced a sharp market reaction following its third-quarter 2024 earnings report on Oct. 15. Since the announcement, ASML stock has plunged by 18.1%, driven by a disappointing outlook for the remainder of 2024 and into 2025. Investors are now asking: Should they buy, sell or hold ASML stock? Here's why holding the stock may be the best strategy for now.Image Source: Zacks Investment ResearchASML’s Weakened Outlook Dents ...