Added to YB: 2026-01-28
Pitch date: 2026-01-26
ASML [neutral]
ASML Holding N.V.
+3.7%
current return
Author Info
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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 480.6B
Pitch Price
EUR 1.2K
Price Target
N/A
Dividend
0.60%
EV/EBITDA
37.46
P/E
50.38
EV/Sales
14.39
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sell ASML after this 100% increase? + Earnings preview
ASML (hold): Up ~100% from €600 to €1200 in 5 months driven by AI supercycle, major customer capex increases (TSMC, Intel), strong Q3 bookings €5.4B, High-NA EUV rollout success. Q4 earnings Wed: guided €9.2-9.8B revenue, 51-53% gross margin. Key focus on 2026 guidance upgrade potential vs conservative mgmt approach.
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