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Weak markets, but Canadian inflation falls3 Promising Oversold Stocks3 Value Euro StocksThis summary was created by AI, based on 22 opinions in the last 12 months.
ASML Holding is a leading player in the semiconductor equipment sector, particularly known for its lithography machines used in chip manufacturing. Despite facing challenges such as reduced guidance and increasing regulations, many experts recognize its monopoly and pricing power in the market. Recent reports have highlighted a strong order book and demand for its EUV machines, signaling potential growth. However, concerns about the cyclical nature of the semiconductor industry and geopolitical tensions, particularly with China, have induced caution among investors. The general sentiment remains mixed, with some analysts advocating for a long-term hold while others suggest trimming positions given recent market fluctuations and soft guidance.
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, 29 stock analysts published opinions about ASML-Q. 11 analysts recommended to BUY the stock. 7 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.
29 stock analysts on Stockchase covered ASML Holding In the last year. It is a trending stock that is worth watching.
On 2025-04-11, ASML Holding (ASML-Q) stock closed at a price of $668.81.
It reports Wednesday. Is afraid it will miss like last time. Not exactly opaque--a complicated company.