Added to YB: 2025-10-13
Pitch date: 2025-08-25
ASMIY [bullish]
ASM International NV
+25.48%
current return
Author Info
No bio for this author
Company Info
ASM International NV, together with its subsidiaries, engages in the research, development, manufacture, marketing, and servicing of equipment and materials used to produce semiconductor devices in Europe, the United States, and Asia.
Market Cap
EUR 26.8B
Pitch Price
EUR 410.90
Price Target
665.00 (+29%)
Dividend
0.55%
EV/EBITDA
23.49
P/E
51.25
EV/Sales
7.90
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASM International NV - $ASMIY
ASMIY: Chip equipment maker w/ strong Q2 - 23% sales growth, 51.8% gross margin, 31% op margin - but orders disappointed at €702M. €1B net cash, active €150M buyback. Trading 27x NTM earnings despite >50% gross margins & leadership in atomic layer deposition for next-gen AI chips. 30-40% upside if orders recover as mgmt expects. Risks: China exposure, order weakness, cyclicality.
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