Monty Rakusen Article Thesis ASML Holding N.V. (NASDAQ:ASML) is one of the most important companies in the wider chip industry. The company’s most recent earnings results, reported on Wednesday morning, were uninspiring, however, which caused a steep sell-off. For longer-term investors who believe in the chip story, this share price decline could be a buying…
Maikel de Vaan Introduction Per my July 2023 article, ASML (NASDAQ:ASML) is a powerhouse. The business remains outstanding but the stock can be another matter. My thesis is that the company is still wonderful, but the stock does not look cheap based on the latest financials from the 1Q24 results and the 2023 annual report….
Pixelimage We previously covered ASML Holding N.V. (NASDAQ:NASDAQ:ASML) (OTCPK:ASMLF) in January 2024, discussing why we believe that its 2024 commentary had been on the cautious side, with multiple Big Tech companies and data center REITs still reporting growing appetite for cloud computing/ generative AI services and infrastructure related spending. However, with the stock already recording…
SweetBunFactory Investment Thesis Company Overview Advanced Semiconductor Material Lithography (ASML Holdings N.V.) (NASDAQ:ASML), founded in 1984 with headquarters in Veldoven, Netherlands, is a Dutch corporation specializing in developing and manufacturing photolithography machines that are used in producing computer chips. The company has one reportable segment in lithography solutions. Strength & Weakness/Risks Born out of the…
PhonlamaiPhoto Introduction ASML Holding N.V. (NASDAQ:ASML) reported its Q3 earnings last week. There have been many discussions between investors after these earnings, especially with the company’s guidance for 2024. We’ll give our point of view later in this article. The market did not like the company’s earnings much, with the stock dropping significantly the following…
Michael Vi Previously, we analyzed the announced export restrictions on ASML Holding N.V. (NASDAQ:ASML) selling ArFi tools to China and expected the company to have a relatively minor long-term impact on ASML’s revenues with the potential revenue impact in the base case could be around 2.22%. Furthermore, we anticipated that ASML’s competitiveness is unlikely to…
PM Images/DigitalVision via Getty Images We previously covered ASML Holding N.V. (NASDAQ:ASML) (OTCPK:ASMLF) in July 2023, discussing the sluggish stock movement after the previous FQ2’23 double beat and raised FY2023 outlook. We had rated the stock as a Buy then, with the stock’s depressed levels offering opportunistic growth/ income investors with the chance to dollar…
iantfoto I last covered ASML Holding N.V. (NASDAQ:ASML) in July, as the company was impacted by geopolitical headwinds, emanating from the Biden Administration’s efforts to thwart the progress of China’s AI efforts. Despite that, ASML delivered a solid Q2 earnings scorecard back then, underscoring solid recovery, despite macroeconomic and downstream industry headwinds. However, investors were…