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Dividendenzahlungen |
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| Titel | Ex-Datum | Zahldatum | Bruttobetrag |
ASML Holding NV |
25.04.25 |
1.8400 € |
|
ASML Holding NV |
10.02.25 |
1.5200 € |
|
ASML Holding NV |
29.10.24 |
1.5200 € |
|
ASML Holding NV |
29.07.24 |
1.5200 € |
|
ASML Holding NV |
26.04.24 |
1.7500 € |
|
ASML Holding NV |
05.02.24 |
1.4500 € |
|
ASML Holding NV |
01.11.23 |
1.4500 € |
|
ASML Holding NV |
01.08.23 |
10.08.23 |
1.4500 € |
ASML Holding NV |
28.04.23 |
10.05.23 |
1.6900 € |
ASML Holding NV |
06.02.23 |
15.02.23 |
1.3700 € |
ASML Holding NV |
03.11.22 |
14.11.22 |
1.3700 € |
ASML Holding NV |
04.08.22 |
12.08.22 |
1.3700 € |
ASML Holding NV |
03.05.22 |
12.05.22 |
3.7000 € |
ASML Holding NV |
02.11.21 |
12.11.21 |
1.8000 € |
ASML Holding NV |
03.05.21 |
12.05.21 |
1.5500 € |
ASML Holding NV |
02.11.20 |
13.11.20 |
1.2000 € |
Nachrichten |
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| Datum / Uhrzeit | Titel | Bewertung |
| 16.07.25 05:00:00 | ASML reports €7.7 billion total net sales and €2.3 billion net income in Q2 2025 |  |
| ASML Netherlands BV ASML reports €7.7 billion total net sales and €2.3 billion net income in Q2 2025 Full-year 2025 expected total net sales growth of around 15% with gross margin around 52% VELDHOVEN, the Netherlands, July 16, 2025 – Today, ASML Holding NV (ASML) has published its 2025 second-quarter results. Q2 total net sales of €7.7 billion, gross margin of 53.7%, net income of €2.3 billion Quarterly net bookings in Q2 of €5.5 billion2 of which €2.3 billion is EUV ASML expects Q3 2025 total net sales between €7.4 billion and €7.9 billion, and a gross margin between 50% and 52% ASML expects a full-year 2025 total net sales increase of around 15% relative to 2024, with a gross margin of around 52% (Figures in millions of euros unless otherwise indicated) Q1 2025 Q2 2025 Total net sales 7,742 7,692 ...of which Installed Base Management sales1 2,001 2,096 New lithography systems sold (units) 73 67 Used lithography systems sold (units) 4 9 Net bookings2 3,936 5,541 Gross profit 4,180 4,130 Gross margin (%) 54.0 53.7 Net income 2,355 2,290 EPS (basic; in euros) 6.00 5.90 End-quarter cash and cash equivalents and short-term investments 9,104 7,248 (1) Installed Base Management sales equals our net service and field option sales. (2) Net bookings include all system sales orders and inflation-related adjustments, for which written authorizations have been accepted. Numbers have been rounded for readers' convenience. A complete summary of US GAAP Consolidated Statements of Operations is published on www.asml.com. CEO statement and outlook "Our second-quarter total net sales came in at €7.7 billion, at the top end of our guidance. The gross margin was 53.7%, above guidance, primarily driven by higher upgrade business and one-offs resulting in lower costs. "We see continued progress in litho intensity, particularly in DRAM, and the introduction of the TWINSCAN NXE:3800E reinforces that momentum. Meanwhile, EUV adoption is advancing as planned, including High NA. This quarter, we shipped the first TWINSCAN EXE:5200B system. “Looking at 2026, we see that our AI customers' fundamentals remain strong. At the same time, we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore, while we still prepare for growth in 2026, we cannot confirm it at this stage. "We expect third-quarter total net sales between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52%. We expect R&D costs of around €1.2 billion and SG&A costs of around €310 million. For the full year 2025, we expect a 15% increase in total net sales and a gross margin of around 52%," said ASML President and Chief Executive Officer Christophe Fouquet. Story Continues Update dividend and share buyback program An interim dividend of €1.60 per ordinary share will be made payable on August 6, 2025. In the second quarter, we purchased around €1.4 billion worth of shares under the current 2022–2025 share buyback program. Details of the share buyback program as well as transactions pursuant thereto, and details of the dividend are published on ASML's website (www.asml.com/investors). Media Relations contacts Investor Relations contacts Monique Mols +31 6 5284 4418 Jim Kavanagh +31 40 268 3938 Willem van Ewijk +31 6 2744 1187 Pete Convertito +1 203 919 1714 Karen Lo +886 9 397 88635 Peter Cheang +886 3 659 6771 Sarah de Crescenzo +1 925 899 8985 Quarterly video interview and investor call With this press release, ASML is publishing a video interview in which CEO Christophe Fouquet and CFO Roger Dassen discuss the 2025 second quarter and outlook for 2025. This video and the video transcript can be viewed on www.asml.com shortly after the publication of this press release. An investor call for both investors and the media will be hosted by CEO Christophe Fouquet and CFO Roger Dassen on July 16, 2025 at 15:00 Central European Time / 09:00 US Eastern Time. Details can be found on our website. About ASML ASML is a leading supplier to the semiconductor industry. The company provides chipmakers with hardware, software and services to mass produce the patterns of integrated circuits (microchips). Together with its partners, ASML drives the advancement of more affordable, more powerful, more energy-efficient microchips. ASML enables groundbreaking technology to solve some of humanity's toughest challenges, such as in healthcare, energy use and conservation, mobility and agriculture. ASML is a multinational company headquartered in Veldhoven, the Netherlands, with offices across EMEA, the US and Asia. Every day, ASML’s more than 44,000 employees (FTE) challenge the status quo and push technology to new limits. ASML is traded on Euronext Amsterdam and NASDAQ under the symbol ASML. Discover ASML – our products, technology and career opportunities – at www.asml.com. US GAAP and IFRS Financial Reporting ASML's primary accounting standard for quarterly earnings releases and annual reports is US GAAP, the accounting principles generally accepted in the United States of America. Quarterly US GAAP Consolidated Statements of Operations, Consolidated Statements of Cash Flows and Consolidated Balance Sheets are available on www.asml.com. The Consolidated Balance Sheets of ASML Holding N.V. as of June 29, 2025, the related Consolidated Statements of Operations and Consolidated Statements of Cash Flows for the quarter and six-month period ended June 29, 2025, as presented in this press release, are unaudited. Today, July 16, 2025, ASML also published its Statutory Interim Report for the six-month period ended June 29, 2025. The Statutory Interim Report is available on www.asml.com. Regulated information This press release contains inside information within the meaning of Article 7(1) of the EU Market Abuse Regulation. Forward Looking Statements This document and related discussions contain statements that are forward-looking within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including statements with respect to plans, strategies, expected trends, including trends in the semiconductor industry and end markets and business environment trends, expected growth in the semiconductor industry by 2030, our expectation that AI will be the key driver for the industry and the expected impact of AI demand on our business and results, our expectation that lithography will remain at the heart of customer innovation, expected demand, bookings, outlook of market segments, outlook and expected financial results including 2025 second-half outlook, expected results for Q3 2025, including net sales, Installed Base Management sales, gross margin, R&D costs, SG&A costs, outlook for full year 2025, including expected full year 2025 total net sales, gross margin, estimated annualized effective tax rate and expected IBM sales, expected full-year net sales growth percentage relative to 2024, current expectations relating to 2026 including expected drivers and uncertainties and preparation for growth in 2026, statements made at our 2024 Investor Day, including modelled revenue and gross margin opportunity for 2030, statements with respect to tariff announcements and the expected impact of such tariffs on our business and results, our expectation to continue to return significant amounts of cash to shareholders through growing dividends and share buybacks, statements with respect to our share buyback program, and statements with respect to dividends, statements with respect to expected performance and capabilities of our systems and customer plans, statements with respect to our ESG strategy and commitments and other non-historical statements. You can generally identify these statements by the use of words like “may”, “expect”, “will”, “could”, “should”, “project”, “believe”, “anticipate”, “expect”, “plan”, “estimate”, “forecast”, “potential”, “intend”, “continue”, “target”, “future”, “progress”, “goal”, “model”, “opportunity”, “commitment” and variations of these words or comparable words. These statements are not historical facts, but rather are based on current expectations, estimates, assumptions, plans and projections about our business and our future financial results and readers should not place undue reliance on them. Forward-looking statements do not guarantee future performance and involve a number of substantial known and unknown risks and uncertainties. These risks and uncertainties include, without limitation, risks relating to customer demand, semiconductor equipment industry capacity, worldwide demand for semiconductors and semiconductor manufacturing capacity, lithography tool utilization and semiconductor inventory levels, general trends and consumer confidence in the semiconductor industry, the impact of general economic conditions, including the impact of the current macroeconomic environment on the semiconductor industry, semiconductor market conditions, the ultimate impact of AI on our industry and business, the impact of inflation, interest rates, wars and geopolitical developments, the impact of pandemics, the performance of our systems, the success of technology advances and the pace of new product development and customer acceptance of and demand for new products, our production capacity and ability to adjust capacity to meet demand, supply chain capacity, timely availability of parts and components, raw materials, critical manufacturing equipment and qualified employees, our ability to produce systems to meet demand, the number and timing of systems ordered, shipped and recognized in revenue, risks relating to fluctuations in net bookings and our ability to convert bookings into sales, the risk of order cancellation, delays or push outs and restrictions on shipments of ordered systems under export controls, risks relating to the trade environment, import/export and national security regulations and orders and their impact on us, including the impact of changes in export regulations and the impact of such regulations on our ability to obtain necessary licenses and to sell our systems and provide services to certain customers, the impact of the tariff announcements, exchange rate fluctuations, changes in tax rates, available liquidity and free cash flow and liquidity requirements, our ability to refinance our indebtedness, available cash and distributable reserves for, and other factors impacting, dividend payments and share repurchases, the number of shares that we repurchase under our share repurchase program, our ability to enforce patents and protect intellectual property rights and the outcome of intellectual property disputes and litigation, our ability to meet ESG goals and commitments and execute our ESG strategy, other factors that may impact ASML’s business or financial results, and other risks indicated in the risk factors included in ASML’s Annual Report on Form 20-F for the year ended December 31, 2024 and other filings with and submissions to the US Securities and Exchange Commission. These forward-looking statements are made only as of the date of this document. We undertake no obligation to update any forward-looking statements after the date of this report or to conform such statements to actual results or revised expectations, except as required by law. Attachments Link to press release Link to consolidated financial statements View Comments |
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| 16.07.25 04:09:24 | Jim Cramer Says Strong ASML Numbers Could Fuel Semi Buying Spree | |
| ASML Holding N.V. (NASDAQ:ASML) is one of the stocks that Jim Cramer shared insights on. Cramer mentioned the stock while discussing the performance of semiconductor stocks. “Next, we know the semiconductors have become the hottest group in the market, as the torch has been passed from software to hardware. Will that extend ASML, the Dutch semiconductor capital equipment company with an effective monopoly on its stage of the supply chain? We could be in for another round of semi buying if the numbers from this one are good.”Jim Cramer Says Strong ASML Numbers Could Fuel Semi Buying Spree A technician in a clean room working on a semiconductor device, illuminated by the machines. ASML (NASDAQ:ASML) develops and supplies advanced lithography systems, metrology tools, and software solutions used in semiconductor manufacturing. The company’s technologies enable chipmakers to produce highly precise and complex integrated circuits. During a May episode, when a caller inquired about the company stock, Cramer responded: “No…. The last couple quarters have been weak, I’ve gotta tell you. By the way, Applied Materials reported a quarter that some people didn’t like tonight. If you want to be in that industry, you have to buy Lam Research. That’s the best one.” While we acknowledge the potential of ASML as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. View Comments |
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| 15.07.25 20:58:03 | Dow Jones Futures: Nvidia, AMD, CoreWeave Mask Weakness; 3 Stocks Top Buy Points | |
| Another big inflation report is due before the open, along with earnings from chip-gear giant ASML and Goldman Sachs. Continue Reading View Comments |
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| 15.07.25 14:17:48 | Nvidia Stock Reaches for Another Record, Lifts Most Chip Stocks | |
| Nvidia stock has marked a new all-time intraday high and if it keeps pace throughout the day, it will mark a new record close. The stock traded as high as $172.26 or up 4.99% after market open today, which is the highest level during trading, based on available data back to 1999, according to Dow Jones Market Data. Continue Reading View Comments |
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| 15.07.25 08:17:22 | Bank Earnings, Inflation Data, Retail Sales: What to Watch This Week | |
| This week, earnings season gets into full swing with results from big banks and others, while the Labor Department releases June inflation data. Wall Street is watching for updates on President Trump’s tariff policies, though investors have so far mostly shrugged off concerns when the administration detailed levies for dozens of countries. Continue Reading View Comments |
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| 15.07.25 08:15:00 | 3 Tech Stocks You Can Buy and Hold for the Next Decade | |
| Key Points ASML is a tech stock with a wide moat, as it's the only company that manufactures EUV lithography systems. Taiwan Semiconductor Manufacturing expects revenue to increase at a 20% CAGR, and the chipmaker is building new production facilities around the world. The Trade Desk helps advertisers get more bang from their buck with its AI-powered Kokai platform. 10 stocks we like better than ASML › The tech sector has bounced back from the stock market chaos in April. The Nasdaq Composite is up 7% on the year, and many of the biggest tech companies are at or near all-time highs, including market leader Nvidia, as well as Microsoft and Meta Platforms. Those are all quality companies, but they're far from the only good long-term investments in this market sector. Let's check out a few other tech stocks that should excel over the next decade.Image source: Getty Images. 1. ASML Semiconductor companies are a crucial part of the artificial intelligence (AI) boom. ASML (NASDAQ: ASML) supports the industry with the lithography equipment needed to manufacture semiconductors. This equipment uses light to transfer patterns onto a semiconductor's silicone wafer. The company's most advanced products are its extreme ultraviolet (EUV) lithography systems that are used for AI chips. ASML is also the only company to manufacture EUV lithography systems right now, and because of how complex these machines are, it's not a market a competitor could enter overnight. The biggest threat to ASML in this regard is China, which is investing in its own domestic EUV lithography machines. It's a valid concern, but making a commercially viable machine that matches the quality ASML offers could take several years or longer. ASML stock has fallen 25% over the past year as its earnings reports have been hit or miss. That's not unusual for its business model, though. The company sells extremely expensive products (EUV lithography machines start at $220 million) and doesn't move a high volume. Trading at a forward price-to-earnings (P/E) ratio of 29, ASML isn't overly expensive, and leadership is expecting 2025 and 2026 to be growth years based on conversations with its customers. The current dip gives new investors the chance to buy a wide-moat business at a fair price. 2. Taiwan Semiconductor Manufacturing Speaking of semiconductor companies, Taiwan Semiconductor Manufacturing (NYSE: TSM), or TSMC, is another business with a dominant market position. TSMC is the world's top semiconductor foundry, with a nearly 68% market share. Many leading tech companies, including Nvidia, Apple, and Advanced Micro Devices, rely on TSMC to make their chips. Story Continues There's no shortage of reasons to be bullish on TSMC. Revenue and net income have both grown considerably -- up 134% and 110% over the past five years, respectively. Management projections are for revenue to increase at a 20% compound annual growth rate through 2029. TSMC's growth prospects also look promising because of its ambitious expansion plans. It's working on nine new production facilities this year in Taiwan, the U.S., Japan, and Germany. You don't need to pay a premium for this semiconductor stock, either. It's trading at a forward P/E ratio of 24, less than the Nasdaq-100. Given that semiconductors are an essential component of all kinds of technology, as well as the excellent revenue projections for TSMC, I'd say the current price is a bargain. 3. The Trade Desk The Trade Desk (NASDAQ: TTD) is a different type of AI stock than the first two companies on this list. Its business is advertising, and specifically, it's a demand-side platform (DSP). A DSP is a software that connects advertisers with digital companies that have ad space. Advertisers upload their ads and set a budget, companies with ad space put in their bid requests, and The Trade Desk's software acts as the middleman between the two. In 2023, The Trade Desk launched Kokai, a platform with AI tools to help advertisers with budget allocation, bid strategy, and audience targeting. According to the company's data analysis, campaigns on Kokai have delivered a 43% lower cost per unique household, 24% lower cost per click, and 27% lower cost per action on average. The Trade Desk's share price plummeted after it missed revenue expectations for the fourth quarter of last year. It's currently down 36% on the year, but that's arguably an overreaction. This was the first time The Trade Desk missed guidance in eight years, and it returned to form in the first quarter of 2025. Revenue grew 25% to $616 million and net income grew 8% to $51 million. Shares have never been cheap, and even after the recent downturn, The Trade Desk is trading at a forward P/E ratio of 41. But advertising is a rapidly growing industry, especially digital ads. Precedence Research forecasts that global digital ad spend will grow from $650 billion in 2025 to about $1.5 trillion in 2034. If you're looking for high-growth stocks, consider buying some shares. Should you invest $1,000 in ASML right now? Before you buy stock in ASML, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ASML wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider whenNetflixmade this list on December 17, 2004... if you invested $1,000 at the time of our recommendation,you’d have $671,477!* Or when Nvidiamade this list on April 15, 2005... if you invested $1,000 at the time of our recommendation,you’d have $1,010,880!* Now, it’s worth notingStock Advisor’s total average return is1,047% — a market-crushing outperformance compared to180%for the S&P 500. Don’t miss out on the latest top 10 list, available when you joinStock Advisor. See the 10 stocks » *Stock Advisor returns as of July 14, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Lyle Daly has positions in ASML, Nvidia, and The Trade Desk. The Motley Fool has positions in and recommends ASML, Advanced Micro Devices, Apple, Meta Platforms, Microsoft, Nvidia, Taiwan Semiconductor Manufacturing, and The Trade Desk. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 3 Tech Stocks You Can Buy and Hold for the Next Decade was originally published by The Motley Fool View Comments |
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| 15.07.25 06:01:32 | ASML's 2026 growth outlook hinges on second-quarter bookings | |
| By Nathan Vifflin VELDHOVEN (Reuters) -Investors are hoping that ASML's bookings are robust enough to support its 2026 growth ambitions when the world's biggest chip-making equipment supplier reports its second-quarter earnings on Wednesday. The Dutch firm has lost around 30% in market value since peaking one year ago, reflecting investor concern over its growth prospects. At an investor event last November, the maker of the EUV machine - the backbone of AI chipmaking - said it saw 2026 as a growth year but didn't specify how much growth it anticipated. Analysts see the second quarter as a "make or break" period which will determine its outlook for 2026, considering delivery times typically take around 12 months. "ASML would need to double our second-quarter order estimates (of 5.3 billion euros) to comfort our 2026 revenue forecast," Barclays analyst Simon Coles told Reuters. Analysts, on average, expect second-quarter bookings to reach 4.44 billion euros, according to a consensus compiled by researcher Visible Alpha, and 21.3 billion euros for the full-year. TSMC, CHINA DEMAND Hitting those forecasts depends largely on orders from the world's top contract chipmaker TSMC, analyst Marc Hesselink of ING said. The company, which is also ASML's top customer, is expected to order the tools it needs for its upcoming manufacturing process, N2, this year. "We see a better-than-expected demand and order from TSMC and China players, but lower-than-expected demand and order from Intel and Samsung," said Kevin Wang, analyst at Mizuho. Positive news on talks with clients over future orders would also offer reassurance that it will meet current market forecasts, said Hesselink. ASML still has a long way to go in 2025 to fulfill booking expectations for its lithography systems, after net bookings, the industry's most closely watched figure, came in at 3.9 billion euro ($4.6 billion) in the first quarter, missing estimates, analysts say. Its earnings will provide a gauge of the resilience of China's chipmakers, which have been buying lower-end ASML equipment not impacted by export restrictions. That demand helped the company beat first-quarter forecasts. Last October, ASML projected Chinese orders would fall to a 20% share of all machine sales in 2025. In fact, they constituted 27% of machine sales, steady from a quarter earlier. Analysts expect that trend to continue unless U.S. export curbs are further extended to apply to the older equipment. ($1 = 0.8552 euros) (Reporting by Nathan Vifflin in Amsterdam; Editing by Matt Scuffham and Bernadette Baum) View Comments |
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| 14.07.25 12:41:00 | ASML Likely to Beat Q2 Earnings Estimates: How to Play the Stock? | |
| ASML Holding N.V. ASML may beat expectations when it reports second-quarter 2025 results before the market opens on July 16. ASML expects revenues between €7.2 billion and €7.7 billion. The Zacks Consensus Estimate is pegged at $8.55 billion, indicating an increase of 27.2% from the year-ago quarter’s level. The Zacks Consensus Estimate for earnings is pegged at $5.94 per share, up 37.5% from the year-ago quarter’s earnings of $4.32. The estimate has been revised upward by 14 cents over the past 30 days.Zacks Investment Research Image Source: Zacks Investment Research ASML Holding has an impressive earnings surprise history. The company’s earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, the average beat being 6.8%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) ASML Holding N.V. Price and EPS Surprise ASML Holding N.V. price-eps-surprise | ASML Holding N.V. Quote Earnings Whispers for ASML Our proven model predicts an earnings beat for ASML Holding this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is the case here. Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate ($6.11 per share) and the Zacks Consensus Estimate ($5.94 per share), is +2.82%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zacks Rank: ASML carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here. Factors Likely to Influence ASML’s Q2 Performance The semiconductor sector is riding on a wave of resurgence, fueled by surging demand and the transformative potential of artificial intelligence (AI). This positive momentum has been a boon for companies like ASML, particularly in the wafer fabrication equipment space. ASML Holding has been at the forefront of technological innovation, benefiting significantly from the industry’s shift toward smaller, more advanced technology nodes. These nodes are essential for building cutting-edge digital infrastructures that support AI, 5G and high-performance computing. The increasing complexity of chip designs has made ASML's state-of-the-art lithography tools indispensable to chipmakers. In both logic and memory markets, the demand for ASML’s lithography tools continues to climb. The ongoing transition to next-generation memory technologies, such as DDR5 and high-bandwidth memory (HBM), is a tailwind for the company. With DRAM manufacturers ramping up technology upgrades, ASML Holding is likely to have witnessed strong momentum in the second quarter, driven by heightened memory demand. Story Continues ASML’s heavy investments in Extreme Ultraviolet (“EUV”) technology are also paying off. EUV lithography is critical for producing advanced chips, and the company’s service segment is benefiting from the rising demand for EUV-related services. In particular, the growing popularity of the NXE:3800 low numerical aperture (NA) machine, which can process 220 wafers per hour, is likely to have driven substantial EUV sales in the to-be-reported quarter. Despite the strengths, macroeconomic challenges are likely to have negatively impacted ASML’s quarterly outlook. Intensifying U.S.-China trade tensions, coupled with export restrictions on advanced semiconductors and equipment to China, remain a critical headwind. Given ASML’s exposure to the Chinese market, these restrictions may have dampened the company’s overall performance. Nonetheless, strong demand for Deep Ultraviolet (“DUV”) lithography systems, which Chinese chipmakers use to manufacture mature-node chips, such as those based on the 28nm process, might have partially offset the negative impact of export restrictions on advanced semiconductor tools to China. ASML Stock Price Performance & Valuation ASML Holding shares have soared 15.7% year to date (YTD), outperforming the Zacks Computer and Technology sector’s rise of 7.4%. Comparing ASML with semiconductor peers, the stock has underperformed KLA Corporation KLAC, Lam Research Corporation LRCX and Applied Materials, Inc. AMAT. YTD, shares of KLA Corporation, Lam Research and Applied Materials have jumped 46.7%, 40.8% and 21.7%, respectively. YTD Price Return PerformanceZacks Investment Research Image Source: Zacks Investment Research Now, let’s look at the value that ASML offers to its investors at the current level. Currently, ASML Holding is trading at a premium. With a forward 12-month P/E of 27.7X, ASML is trading marginally higher than the sector’s average of 27.39X.Zacks Investment Research Image Source: Zacks Investment Research The stock trades at a premium to Lam Research and Applied Materials, while at a discount to KLA Corporation. Currently, KLA Corporation, Lam Research and Applied Materials have a forward 12-month P/E ratio of 27.76, 25.34 and 20.11, respectively. Investment Thesis for ASML Stock ASML Holding has a clear advantage in the chip equipment market. It is the only company capable of producing EUV lithography machines at scale. These machines are needed to make chips at 5nm, 3nm and soon 2nm levels — key to powering AI processors, mobile devices and data centers. The company is already rolling out its next-generation High-NA EUV machines, which will be used for even smaller chips. As demand for faster and more efficient chips rises, especially with the growth of AI, ASML Holding stands to benefit. Its machines are a necessary part of the chip supply chain, and its customers, including TSMC, Intel and Samsung, will rely on ASML’s technology for years to come. However, one concern is the company’s exposure to China. In 2024, China made up 41% of ASML’s shipments, which decreased to 27% in the first quarter of 2025. U.S. pressure on the Dutch government has led to export restrictions on some of ASML’s most advanced equipment, which could limit future sales in that market. Still, strong demand from other regions may offset that risk. Conclusion: Hold ASML Stock for Now ASML Holding’s dominance in EUV and High-NA EUV technology, along with solid revenue visibility, makes it well-positioned for future growth. With rising demand for advanced nodes, AI chips and high-bandwidth memory, ASML’s lithography tools will remain mission-critical. However, export restrictions on advanced semiconductors and equipment to China and a high valuation multiple warrant a cautious approach to the stock. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report KLA Corporation (KLAC) : Free Stock Analysis Report ASML Holding N.V. (ASML) : Free Stock Analysis Report Lam Research Corporation (LRCX) : Free Stock Analysis Report Applied Materials, Inc. (AMAT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 14.07.25 12:00:00 | ASML reports transactions under its current share buyback program | |
| ASML Netherlands BV ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. Date Total repurchased shares Weighted average price Total repurchased value 07-Jul-25 18,525 €666.53 €12,347,422 08-Jul-25 18,303 €671.75 €12,295,119 09-Jul-25 18,125 €678.36 €12,295,188 10-Jul-25 17,884 €687.46 €12,294,467 11-Jul-25 18,023 €682.18 €12,295,015 ASML’s current share buyback program was announced on 10 November 2022, and details are available on our website at https://www.asml.com/en/investors/why-invest-in-asml/share-buyback This regular update of the transactions conducted under the buyback program is to be made public under the Market Abuse Regulation (Nr. 596/2014). Media Relations Contacts Investor Relations Contacts Monique Mols, phone +31 6 528 444 18 Jim Kavanagh, phone +31 40 268 3938 Pete Convertito, phone +1 203 919 1714 Peter Cheang, phone +886 3 659 6771 View Comments |
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| 14.07.25 00:03:27 | Stock market today: Dow, S&P 500, Nasdaq waver amid tariff threats as bitcoin touches latest record | |
| US stocks rose modestly on Monday as Wall Street braced for a turbulent week, as renewed trade tensions injected uncertainty ahead of a key inflation report and the first wave of second quarter earnings. The S&P 500 (^GSPC) and Dow Jones Industrial Average (^DJI) drifted just above the flat line, while the tech-heavy Nasdaq Composite (^IXIC) added about 0.2%. Bitcoin (BTC-USD) spiked to above $122,000 for the first time as investors greeted the open of Congress's "Crypto Week," but the asset dropped back below $120,000 in afternoon trading. Stocks with crypto ties also rallied as the House of Representatives weighs three key pieces of crypto-related legislation. Earlier in the day, investors showed a diminished appetite for risk after President Trump said Saturday that the US will impose 30% tariffs on goods from the EU and Mexico from Aug. 1. The increased pressure on key US trading partners is testing the market's previous resilience in the face of escalating tariff tensions. Faith in the idea that Trump will back off from threatened hikes helped lift stocks to all-time highs last week. Officials from the EU and Mexico are pushing to continue negotiations with the US in hopes of securing a lower rate via a new deal. The hiked tariffs as they stand are seen as likely to remake global trade relations and add to existing inflationary pressures. Read more: The latest on Trump's tariffs That adds uncertainty ahead of consumer inflation data scheduled for release this week. Investors are looking to the June CPI report for signs of how earlier rounds of tariffs are impacting prices across the US economy. The reading will feed into expectations for the Fed's decision on interest rates due in just over two weeks. Earnings season kicks into swing this week, with all the major US banks due to report results starting on Tuesday. Investors are showing interest in IPO and M&A markets, while Wells Fargo (WFC) reports after being freed from a decade of stringent regulatory restrictions. Netflix (NFLX) results on Thursday will get Big Tech earnings rolling, with ASML (ASML) and Taiwan Semiconductor Manufacturing (TSM) also set to shed light on the AI chip sector.LIVE13 updates 5 mins ago Grace O'Donnell Tesla stock higher on potential for xAI investment Yahoo Finance's Pras Subramanian reports: Read more here. Today at 3:00 PM UTC Josh Schafer RBC projects S&P 500 to end 2025 at current levels Another Wall Street firm no longer sees the S&P 500 declining to finish the year. In a note to clients on Sunday, RBC Capital Markets boosted its year-end S&P 500 target to 6,250 from a prior target of 5,730. As RBC Capital Markets' Lori Calvasina noted, the adjustment comes amid the market's more than 25% bounce back from the April lows and essentially moves their target back to where it sat in mid-March before the bulk of the tariff turmoil began. "We feel neutral on the outlook for stocks in the 2nd half of 2025, and are mindful that our new price target is essentially in line with recent levels," Calvasina wrote. "We expect choppy conditions in the back half of the year, and swings in both directions." Calvasina noted that it's likely still "too early to stop worrying about tariff impacts" on corporate earnings and also highlighted a slowdown in recent momentum as reasons she remains cautious that the next major move for the benchmark index is higher. While Calvasina is at least the ninth strategist tracked by Yahoo Finance to recently raise their S&P 500 target from their April downward revision, she's also part of a growing list of those who aren't pounding the table for the rally to continue. Yardeni Research president Ed Yardeni, who maintains a 6,500 year-end target for the S&P 500, wrote in a note to clients on Sunday that the recent V-shape recovery in stocks could soon look more like a "square-root shaped pattern" where the rapid rise higher stalls out. Today at 2:23 PM UTC Grace O'Donnell Apple stock falls as pressure builds to invigorate AI strategy Apple (AAPL) stock fell 1.2% in early trading on Monday as the iPhone maker faces pressure to shake up its artificial intelligence efforts and potentially acquire an established AI startup, such as Perplexity AI (PEAI.PVT). Bloomberg reports: Read more here. Today at 1:37 PM UTC Josh Schafer Stocks open mixed US stocks pulled back slightly on Monday as Wall Street braced for a turbulent week, with renewed trade tensions injecting uncertainty ahead of a key inflation report and the first wave of second-quarter earnings. The S&P 500 (^GSPC) was off about 0.1%, while the tech-heavy Nasdaq Composite (^IXIC) was roughly flat. The Dow Jones Industrial Average (^DJI) fell about 0.2%. Today at 1:02 PM UTC Grace O'Donnell Crypto stocks rise as bitcoin tops $120K, Congress kicks off 'Crypto Week' Crypto stocks added to this year's gains on Monday as bitcoin (BTC-USD) surpassed $120,000 for the first time. The rally in crypto highlighted optimism in the sector as House lawmakers kicked off "Crypto Week," which is expected to result in new crypto-friendly stablecoin legislation. Coinbase (COIN), the largest crypto exchange, rose 1.6%, while Robinhood (HOOD) gained nearly 3%. Stablecoin issuer Circle (CRCL) added 0.5%. Strategy (MSTR) was up 2.8%. The Michael Saylor-led firm is one of the largest corporate holders of bitcoin through its bitcoin treasury. Bitcoin was trading just below $121,000 as of 9 a.m. ET. Today at 12:32 PM UTC Grace O'Donnell Trending tickers in premarket trading: Nio, Nebius, Tesla, Lionsgate Here's a look at stocks moving ahead of the opening bell: Nio (NIO): US-listed shares of Nio jumped 5% in premarket trading after the Chinese EV maker unveiled its line of ONVO L90 SUVs, which will be launched at the end of July. Early pre-sales boosted optimism about the competitiveness of the seven-seater vehicle. Nebius Group (NBIS): Nebius stock soared more than 7% after Goldman Sachs initiated coverage with a Buy rating, citing the company’s role in providing AI infrastructure. Tesla (TSLA): Tesla stock rose 1.3% ahead of a shareholder vote to determine whether to invest in CEO Elon Musk’s xAI startup. Musk announced the vote after SpaceX reportedly agreed to invest $2 billion in xAI. Lionsgate (LION): Lionsgate shares surged 11% premarket on reports that Legendary Entertainment was considering taking over the film studio. Check out more trending tickers here. Today at 11:43 AM UTC Karen Friar Big banks are trying to put Trump tariff tumult in their rear-view mirror Wall Street's giant lenders are getting set to report their second quarter results this week, kicking off earnings season in earnest. What a difference a quarter makes for the mood surrounding the US's largest banks, Yahoo Finance's David Hollerith reports: Read more here. Today at 11:43 AM UTC Grace O'Donnell Kenvue CEO steps down amid board's strategic review Kenvue (KVUE) stock rose 4% in premarket trading after the company said CEO and board member Thibaut Mongon stepped down as part of a strategic review. The Tylenol maker, which spun off from Johnson & Johnson (JNJ) in 2023, named company director Kirk Perry as interim chief executive, per Reuters. "The Board's strategic review is underway, and we are considering a broad range of potential alternatives, including ways to simplify the company's portfolio and how it operates," board chair Larry Merlo said. Read more here. Today at 10:42 AM UTC Karen Friar CPI data, big bank earnings, Netflix results: What to watch this week Stocks are on the back foot before the bell, but are still trading near record highs heading into a busy week of economic data and quarterly earnings reports. Yahoo Finance's Myles Udland lays out the highlights in what's coming this week: Read more here. Today at 10:21 AM UTC Karen Friar FTSE rises, Europe markets dip amid fresh Trump tariff threats Yahoo Finance UK's Lucy Harley-McKeown reports: The FTSE 100 (^FTSE) ticked higher and European stocks dropped on Monday morning, as traders digest the latest round of tariff threats by US President Donald Trump. The US and UK have already struck a partial trade deal, meaning tariff threats have less impact on the FTSE. Read more here. Today at 10:17 AM UTC Karen Friar RBC lifts S&P 500 year-end price target to 6,250 Reuters reports: Read more here. Today at 6:06 AM UTC Rian Howlett Bitcoin pushes past $120,000 in record first CCC - CoinMarketCap•USD (BTC-USD) Follow View Quote Details 119,434.19 - +(0.51%) As of 4:13:00 PM UTC. Market Open. Advanced Chart Bloomberg reports: Read more here. Today at 12:36 AM UTC Rian Howlett Gold gains over weekend following Trump tariff shake up Gold (GC=F) rises with tariff threats from Trump driving investors toward the safe-haven commodity. Bloomberg reports: Read more here. View Comments |
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