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

ASML Holding is a dominant player in the semiconductor equipment industry, particularly in the field of extreme ultraviolet lithography. The company has been consistently beating expectations and has a strong outlook due to its involvement in AI, automotive technology, and 5G. With a monopoly in lithography semiconductor equipment, ASML has been restricted in selling to China, but still remains a solid and defensive pick in the semiconductor sector.

Consensus
Strong
Valuation
Fair Value
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
BUY
ASML Holding

A Dutch company, making very small mirrors for semiconductor manufacturing. Has done well over the long term. He added this year as a way to play AI.

electrical / electronic
BUY ON WEAKNESS
ASML Holding

They have a monopoly in lithography semiconductor equipment. But they've been restricted in selling to China. To enter, yes buy now and more at $630 and $600.

electrical / electronic
TOP PICK
ASML Holding

Cutting-edge semiconductor technology. Provides equipment to TSM, Samsung, and INTC. Trades at 9.9x price to sales. Compare that to NVDA. Dominant in the space. The one behind the scenes to create the technology for AI, 5G, and cloud computing. Strong revenue expansion and ROIC. Good earnings growth. Beat expectations and boosted guidance. Yield is 0.91%.

(Analysts’ price target is $760.57)
electrical / electronic
WEAK BUY
ASML Holding
ASML vs. GOOG

Both great but different businesses, and great as long-term holds. Decide what end-market you're targeting to make your choice.

ASML makes cutting-edge machines that cost $100s of millions per unit. Concerns in the near term about China and the tit-for-tat going on. Risk that orders will be pushed back. Long-term, still likes a lot. Quite expensive, more of a monopoly.

GOOG is still one of his favourites. May just have the best AI capabilities in the world, despite OpenAI and the MSFT partnership, and that will continue to power through. Not expensive.

electrical / electronic
TOP PICK
ASML Holding

Semi-conductor business very strong with rise of A.I.
Long history of performance.
Wide variety of products that support economy.
"Moore's Law" very good for future of chip business.
Service style business for tech industry. 
Large revenue growth in Asia markets. 
Trading at 1.3 PE/Growth ratio - cheap compared to peers. 

electrical / electronic
HOLD
ASML Holding

Great company. Effective monopoly on EUV lithography machines. You need these to be on the bleeding edge of chip tech. Very defensive. Rock solid, perhaps competition in the future. Because of their position, one of the safer picks in semis.

electrical / electronic
BUY
ASML Holding

Likes the stock and their products which facilitate the production of semiconductors.

electrical / electronic
TOP PICK
ASML Holding
Dutch semiconductor company. Patented system. Strong moat. 42x forward earnings and 29x free cashflow, a bit expensive because it's a monopoly. Price target of $742. Yield is 0.94%. (Analysts’ price target is $757.67)
electrical / electronic
DON'T BUY
ASML Holding
Loves them, but he won't touch any semis stocks until the glut ends, probably in January.
electrical / electronic
BUY ON WEAKNESS
ASML Holding
A great company, but not a great stock. It needs to get cheaper. They make equipment indispensable to make any kind of semiconductor for any higher-end performance.
electrical / electronic
WAIT
ASML Holding
ASML vs. AVGO Both are great. AVGO is semiconductors, and ASML is semiconductor equipment. China, Europe, and the US are looking to build out foundry capacity. Longer term, it means a lot of capacity is coming online. Short term, it's good for equipment companies. Longer term, we'll have a glut, and this will be a structural challenge. Day trade the sector. High likelihood of price moving down due to price wars. He owns Samsung.
electrical / electronic
Showing 1 to 15 of 26 entries

ASML Holding(ASML-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 5

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 6

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, 6 stock analysts published opinions about ASML-Q. 5 analysts recommended to BUY the stock. 0 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?

6 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 2024-02-28, ASML Holding (ASML-Q) stock closed at a price of $940.67.