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This summary was created by AI, based on 11 opinions in the last 12 months.

ASML Holding is a Dutch company that dominates the market for extreme ultraviolet lithography used in semiconductor manufacturing. The company has a strong track record of performance and is considered a key supplier to major players in the semiconductor industry. Experts have mixed opinions on its current valuation, with some believing it is overvalued due to its high PE ratio while others see its potential for continued growth. Overall, ASML Holding is seen as a strong but potentially expensive long-term investment in the semiconductor industry.

Consensus
Strong
Valuation
Fair Value
HOLD
ASML Holding

They report next week. They've sold out their EUV product. Their last quarter surprised him. It's a pretty good set up for them now, but it's not cheap. He's holding.

electrical / electronic
PAST TOP PICK
ASML Holding
(A Top Pick Jul 27/23, Up 55%)

Continues to like and accumulate for clients. Their monopoly gives them pricing power. Rising 200-day MA, with the stock price above it. Technically, very strong. Forecasted 18-20% earnings growth.

electrical / electronic
BUY
ASML Holding

Just announced that Taiwan Semi will spend $12 billion on their EUV machines. ASML has a huge wait list for its products, a 20-month wait.

electrical / electronic
HOLD
ASML Holding
Exit point?

His 12-month target is $1160, still decent runway, he hasn't trimmed yet. King of the highway in etching. The one running behind them is CAJ.

But if you're concerned about ASML, or your position's getting too big, take some profits and move some over to CAJPY.

electrical / electronic
PAST TOP PICK
ASML Holding
(A Top Pick Jun 12/23, Up 44%)

Monopoly in high-end systems, immense pricing power. Last quarter's report had revenue growing 13% YOY, net profit up 9% YOY. Well positioned to participate in growth of semiconductor industry and the rise of AI.

electrical / electronic
WEAK BUY
ASML Holding

In the semiconductor space, you could probably look a little further down the food chain, perhaps at some of the equipment suppliers like this one.

electrical / electronic
BUY ON WEAKNESS
ASML Holding

Very good company. He likes this space which is on a cyclical upswing. A concern is the US chips act against China. Likes ASML, but on a pullback.

electrical / electronic
BUY
ASML Holding

There are probably 4 in this category of semiconductor equipment suppliers. LRCX does design, manufactures the equipment, refurbishes and services the equipment. 12-month price target of $1069, decent runway. Reports soon. Very conservative, so we won't get surprised. 

ASML using ultraviolet to etch chips has become the cat's meow, carving out a nice niche for EUVs. It's a bit cheaper. Reported last week, positive on top and bottom lines but lowered guidance. It sees demand coming back very strong in second half. Semis are a big thing with the AI revolution. Opportunity to buy a fantastic company at a cheaper price. 12-month price target of $1070.

For new money, put half in each.

electrical / electronic
PARTIAL SELL
ASML Holding

He trimmed it this morning after shares plunged 8% after they reported a miss that was larger than the street expected and guidance was soft. If the market were better, he would nibble at these levels, but not now. He remains confident in it and expects it to come back, because their tech is critical to AI. It's a show-me story.

electrical / electronic
PARTIAL SELL
ASML Holding

Wants to trim, because it's had a such a big run like all semis (overbought sector). ASML trades over 40x PE. 

electrical / electronic
HOLD
ASML Holding

The future is bright for this, but not cheap now. Trades at 46x forward PE. They're sold out of product this year, maybe 2025 too.

electrical / electronic
TOP PICK
ASML Holding

12-month price target of $1070, very decent runway. King of extreme, ultraviolet lithography that etches on chips. Its technology has been ignited by AI. Sells equipment to TSMC, INTC, or a Samsung. Beat on top and bottom in January by a lot, guided down quite a bit.  

Massive margins and a monopoly, exactly the type of company that Warren Buffett says to buy. Gross margin is 49%, makes money hand over fist. Special dividend in January. Yield is 0.8%.

(Analysts’ price target is $943.22)
electrical / electronic
TOP PICK
ASML Holding

Makes the machines that make the chips. Crucial role, especially for advanced chips. Close to a monopoly. AI, automotive technology, 5G. All this will lead to stronger revenue and earnings growth. Potential breakout above 2021 high today. Beat expectations. 17% earnings growth going forward. Yield is 0.9%.

(Analysts’ price target is $924.75)
electrical / electronic
Unspecified
ASML Holding

It is good to pay more for a stock when it is moving higher to its breakout level or even higher since this confirms an accurate thesis. If it pushes through its breakout level then the higher price can become the new breakout level. Upward momentum is good.

electrical / electronic
PAST TOP PICK
ASML Holding
(A Top Pick Dec 21/22, Up 19%)

A main supplier to TSM. Beat handily on both top and bottom lines, raised guidance. Gross margin is 52%. Buy in thirds here, at $650, and at $620.

electrical / electronic
Showing 1 to 15 of 37 entries

ASML Holding(ASML-Q) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 10

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 15

Stockchase rating for ASML Holding is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

ASML Holding(ASML-Q) Frequently Asked Questions

What is ASML Holding stock symbol?

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

Is ASML Holding a buy or a sell?

In the last year, 15 stock analysts published opinions about ASML-Q. 10 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for ASML Holding.

Is ASML Holding a good investment or a top pick?

ASML Holding was recommended as a Top Pick by on . Read the latest stock experts ratings for ASML Holding.

Why is ASML Holding stock dropping?

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.

Is ASML Holding worth watching?

15 stock analysts on Stockchase covered ASML Holding In the last year. It is a trending stock that is worth watching.

What is ASML Holding stock price?

On 2024-07-23, ASML Holding (ASML-Q) stock closed at a price of $932.84.