ASML Holding N.V. ASML, the world’s leading supplier of semiconductor manufacturing equipment, has seen its stock price tumble 25.1% over the past year, significantly underperforming the broader ...
Price Target: $923 per share with a 2 year IRR of 14%. ASML owns a structural monopoly in the lithography market, with substantial organic growth, pricing power, and ROIC percentage. Whilst data ...
ASML remains a dominant AI and semiconductor equipment leader, but after a 40% rally, the risk/reward is no longer attractive. Q3 showed strong EPS and net bookings growth, but revenue was soft and ...