Professional
Added to YB: 2026-07-16
Pitch date: 2026-07-14
ASML [neutral]
ASML Holding N.V.
-6.66%
current return
Author Info
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 592.9B
Pitch Price
EUR 1.7K
Price Target
N/A
Dividend
0.49%
EV/EBITDA
44.95
P/E
59.59
EV/Sales
17.43
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Bristlemoon Global Fund Portfolio Holding: ASML Holding N.V.
ASML (holding update): Core position, EUV monopoly at critical semi supply-chain bottleneck. WFE supercycle driven by TSMC/Intel logic + Samsung/SK Hynix/Micron DRAM capex. Derated to peer discount despite rising memory/EUV exposure. Unit forecasts (EUV+immersion DUV) well above consensus; untapped pricing power; capacity constraints unlikely. Stock ~2x since Sept but sees more upside.
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