Added to YB: 2026-07-07
Pitch date: 2026-07-03
ASML [neutral]
ASML Holding N.V.
-6.4%
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 573.8B
Pitch Price
EUR 1.6K
Price Target
N/A
Dividend
0.50%
EV/EBITDA
41.17
P/E
54.25
EV/Sales
16.08
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
ASML Is the AI Bottleneck – The Question Is How Much Is Already Priced In?
ASML (overview): Near-monopoly in EUV lithography, critical AI/chip bottleneck. Rev tripled to $33B in 6yrs, ROIC ~23%, FCF >$10B, net cash. But cyclical, geopolitical & execution risks. At 60x PE (1.6% earnings yield), price implies 25% CAGR vs 17% historical. Fair value ~33x PE; stock above range as cycle peaks. Great business, but price too high.
Read full article (4 min)