ASML Holding(ASML)

Search documents
ASML reports transactions under its current share buyback program
Newsfilter· 2024-02-05 13:00
ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value29-Jan-24 10,933 €801.39 €8,761,544 30-Jan-24 10,961 €806.68 €8,841,990 31-Jan-24 11,022 €795.19 €8,764,556 01-Feb-24 10,781 €813.24 €8,767,587 02-Feb-24 10,722 €817.92 €8,769,763 ASML's current share buyback program wa ...
It's shaping up to be a great quarter for Europe's biggest companies — no thanks to Europe.
Market Watch· 2024-02-05 08:59
Fourth-quarter earnings season in Europe is still in its early days, but the largest companies on the Continent are mostly hitting their stride. Novo Nordisk NVO, -1.80%, the maker of wildly popular weight-loss drugs, on Wednesday beat estimates and gave an outlook that suggested analysts will have to hike their outlooks further. LVMH Moet Hennessy MC, -0.48%, the luxury giant, reported faster-than-expected sales growth and surprising cost control. ASML Holding ASML, +0.01%, the maker of microchip-making ...
Trillion-Dollar Threshold: 3 Market Giants Eyeing Unprecedented Valuation Peaks
InvestorPlace· 2024-02-02 14:01
If you’re looking for trillion-dollar companies to invest in, look no further. In the technology sector, three market giants are poised for unprecedented trillion-dollar valuations. With its robust performance, the first suggests a strategic focus on advancing technology. This is evident in its growing revenue from 3-nanometer processes.The second one thrives on generative artificial intelligence (AI), contributing significantly to semiconductor revenue and expecting a substantial surge in the coming years. ...
ASML Offers Decent Upside With Decent Annual Returns
Seeking Alpha· 2024-02-02 04:37
HUNG CHIN LIU/iStock via Getty Images Thesis In this article, I will evaluate ASML Holding N.V. (NASDAQ:ASML) to ascertain its estimated fair price and gauge its investment potential. Upon employing two models, I have determined that the stock offers an upside ranging from 13.4% to 29.6%, with potential annual returns spanning from 16.8% to 21.5%. The sole identified risk pertains to the semiconductor cycle, which is speculated to have already bottomed out. Consequently, I rate ASML stock as a strong buy ...
Investors Heavily Search ASML Holding N.V. (ASML): Here is What You Need to Know
Zacks Investment Research· 2024-02-01 15:01
ASML (ASML) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this equipment supplier to semiconductor makers have returned +23.7% over the past month versus the Zacks S&P 500 composite's +1.6% change. The Zacks Semiconductor Equipment - Wafer Fabrication industry, to which ASML belongs, has gained 9.6% over this period. Now the key question is: Where could ...
ASML Stock Is Making Waves to Start 2024, But Is It a Buy Now?
The Motley Fool· 2024-01-28 11:15
Shares of ASML Holding (ASML -0.15%) -- the only provider of manufacturing equipment to produce extreme ultraviolet (EUV) lithography machines used in the most advanced chipmaking -- were white-hot in the first half of 2023. Then a short slump set in, followed by a resurgence in recent weeks back toward all-time highs not seen since late 2021. ASML's fourth-quarter 2023 earnings report can be thanked for that. However, the stock is back at a high-premium price tag, and management is taking a muted view on ...
Here Are 3 Exceptional Dividend Compounders To Supercharge Your Portfolio
Seeking Alpha· 2024-01-27 08:34
Investment Strategy - Investors face the dilemma of choosing between aggressive growth stocks and dividend-paying stocks based on age, goals, and risk tolerance [1] - Younger investors often prefer no-dividend or low-yield stocks to maximize compounding, while older investors shift to higher-yielding stocks for retirement income [1] - Companies that reinvest earnings tax-free can benefit from compounding, but some investors prefer dividends for short-term gains and stability [1] - Dividend-paying companies are typically more mature, have predictable earnings, and are less volatile [1] ASML Holding NV - ASML is the third most valuable company in Europe and the top technology company in the region, specializing in semiconductor lithography [2][3] - The company's extreme ultraviolet (EUV) equipment is a market monopoly, priced between $100-200 million per machine, and essential for advanced chip production [3] - ASML's stock surged 14.8% YTD in 2024, driven by strong Q4 earnings, including the sale of 113 lithography systems, the highest in 10 quarters [3] - The company achieved 30% sales growth in 2023 despite a demand slump, with a 51.1% gross margin and €9.19 billion in Q4 bookings, signaling a cycle bottom [3] - ASML projects 45% EPS growth in 2025 and has consistently achieved an 18.1% annual EPS growth rate since 2012 [3] - The company is an aggressive dividend grower with a 5Y DGR of 30.72% and a 10Y DGR of 25.05%, though the current yield is only 0.65% [3] - ASML repurchased 6.8% of its outstanding shares in the last 5 years, a tax-efficient alternative to dividends [3] LVMH - LVMH is a global leader in the luxury sector, with a unique ownership structure where over 50% is owned by its founder and CEO, Bernard Arnault [6] - The company demonstrated resilience during economic instability, increasing product prices by nearly 17% during the COVID-19 pandemic [6] - LVMH's Louis Vuitton brand is valued at $26.3 billion, making it the second most recognized luxury brand globally [6] - The company reported record revenue of €86.2 billion in 2023, a 13% YoY organic growth, with €22.8 billion in profit from recurring operations, an 8% YoY increase [7] - Asia accounts for 38% of LVMH's sales, with Europe and the US each contributing 25%, though US sales faced pressure due to rising interest rates [9] - LVMH's EPS grew at an annual rate of 14.2% since 2002, accelerating to 16.8% over the last 10 years, with analysts forecasting a slight pullback in 2024-2025 [10] - The company has consistently grown its dividend at a 16.1% annual rate over the past 5 years, with a 2023 dividend of €13, up from €12 in 2022 [11] Visa Inc - Visa benefits from long-term tailwinds toward a cashless society, with a 90% increase in M2 supply over the past decade [13] - The company processed $5.83 trillion in US transactions in 2022, holding a 61.0% market share, with 70% of US adults holding at least one credit card [13] - Visa reported Q1 FY24 earnings of $2.41 EPS and $8.6 billion in revenue, an 8.9% YoY growth, driven by payments volume and cross-border transactions [13] - The company has a 5Y DGR of 16.27% and a 10Y DGR of 18.33%, with a recent 15.6% dividend raise in October 2024 [13] - Visa expects annual net revenue growth in the low double digits and reaffirmed FY24 EPS growth guidance in the low teens [14] - The company's EPS grew at an 18.9% annual rate since 2008, with an average of 15.5% since 2015, and is expected to grow at 13.5% going forward [14][15] Industry Trends - The luxury sector, led by companies like LVMH, demonstrates resilience during economic challenges, with high demand and pricing power [6][7] - The semiconductor industry, represented by ASML, is cyclical but historically shows significant growth following downturns [3] - The shift toward a cashless society, driven by companies like Visa, is accelerating, with high barriers to entry in the payment processing industry [13]
Why ASML Stock Is Soaring and Hit a New Record High This Week
The Motley Fool· 2024-01-26 14:12
ASML (ASML 2.57%) stock is making big gains in this week's trading thanks to strong fourth-quarter results and encouraging guidance. The Dutch semiconductor equipment specialist's share price was up 14.7% from last week's market close heading into this Friday's trading, according to data from S&P Global Market Intelligence.ASML published its Q4 results on Jan. 24, posting sales and earnings for the period that came in significantly ahead of the market's expectations. The company reported net income of 2 bil ...
ASML reaches inflection point with 100% upside in sight
MarketBeat· 2024-01-26 12:27
Key PointsASML had a solid quarter and gave cautious guidance that sent the market soaring. A 45% YOY increase in net bookings is only one reason to think guidance is weak. A move above critical resistance could lead to a 100% gain for this market. 5 stocks we like better than ASML ASML Holding N.V. NASDAQ: ASML did not give the guidance that suggests its share price could rise 100% unless you consider the guidance cautious.In that case, the guidance for flat revenue in 2024 catalyzes the market and is a fo ...
Should You Invest in ASML (ASML) Based on Bullish Wall Street Views?
Zacks Investment Research· 2024-01-25 15:30
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?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 recomm ...