Professional
Added to YB: 2026-07-07
Pitch date: 2026-03-31
ASML [bullish]
ASML Holding N.V.
+30.28%
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 1.2K
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
growth
Baron Opportunity Fund New Position: ASML Holding N.V.
ASML (new position): Baron initiated Q1, funded by Nova exit. Sole EUV lithography provider—indispensable, unreplicable monopoly for advanced AI/HPC chips. Bull case: rising EUV layer counts, High-NA ramp, HBM/memory capex buildout, pricing power driving margin expansion & double-digit EPS growth.
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