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Nervous markets await NvidiaThis summary was created by AI, based on 22 opinions in the last 12 months.
ASML Holding reports complicated dynamics surrounding its operations, particularly given its significant ties to the Chinese market amid U.S. regulatory challenges. Despite recent guidance cuts and a mixed performance leading to analyst downgrades, ASML is viewed as a leader in the semiconductor equipment sector, especially in the lithography niche critical for AI chip manufacturing. Several analysts indicate that while the company faces cyclical pressures and has lowered orders recently, there are longer-term bullish expectations surrounding its technology's essential role in the semiconductor supply chain. The stock has seen substantial volatility with varying sentiments about future growth prospects tied closely to broader AI and semiconductor market trends.
Surprised when it lowered guidance, order book was way down, and the stock rolled over by 15% just like that. He didn't sell, as it's still a leader in lithography. The memory side of the business is very cyclical, though the AI side was very robust. What he did, though, was get rid of some of his memory chip stocks.
The company also talked about how China has built out facilities for memory chips. So, another supply of memory chips that will influence the cyclicality.
He just re-bought it. Shares are rallying today because analysts raised earnings expectations. He continues to expect at the end of this year and into next increasing orders for their EUV, a large $250 device that can cram as many advanced features on a chip as possible. Also, the valuation of ASML has fallen to an attractive though not cheap level at 25x PE, no longer 40x.
He sold it in July, but likes it alot for its AI business. They make a machine that allows end-users to put more on a chip, but the machine costs $350 million. The stock is now cheap (it's fallen a lot and today suffered a downgrade), but consider its end markets--can customers like Intel afford their machine? There's room for the semi stocks to fall further.
Great opportunity to pick up 4 pillars. MU on the manufacturing, TSM for the foundry, LRCX or KLAC or ASML as the equipment suppliers, NVDA is a gift down here as a designer. And (he can't believe he's going to say this) even INTC; come 2025, it will be competitive with NVDA.
ASML Holding is a American stock, trading under the symbol ASML-Q on the NASDAQ (ASML). It is usually referred to as NASDAQ:ASML or ASML-Q
In the last year, 27 stock analysts published opinions about ASML-Q. 9 analysts recommended to BUY the stock. 9 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for ASML Holding.
ASML Holding was recommended as a Top Pick by on . Read the latest stock experts ratings for ASML Holding.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
27 stock analysts on Stockchase covered ASML Holding In the last year. It is a trending stock that is worth watching.
On 2025-05-02, ASML Holding (ASML-Q) stock closed at a price of $690.33.
It reports Wednesday. Is afraid it will miss like last time. Not exactly opaque--a complicated company.