Added to YB: 2025-12-11
Pitch date: 2025-12-09
ASML [bullish]
ASML Holding N.V.
-3.43%
current return
Author Info
No bio for this author
Company Info
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.
Market Cap
EUR 358.3B
Pitch Price
EUR 964.10
Price Target
N/A
Dividend
0.69%
EV/EBITDA
28.50
P/E
38.18
EV/Sales
11.05
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML: Entering a 10-Year Virtuous Cycle
ASML: 100% EUV monopoly poised for 13-17% annual growth vs 6-9% chip industry growth. Wafer passes exploding from chip complexity (30-50% more layers), AI driving advanced node adoption, memory transitioning to EUV (40% of capex), 3D stacking. ASP rising: $380M High NA vs $180M EUV. Est 2035 EPS yields 12-17% CAGR at current €1,099.
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