ASML
ASML Holding NV (NASDAQ: ASML, XETRA: ASME) delivered mixed results, with shares trading sideways after Q1...
Article Summary
BUY- ASML Holding NV (NASDAQ: ASML, XETRA: ASME) delivered mixed results, with shares trading sideways after Q1 results that fell broadly in line with buy-side expectations despite an upgrade to full-year revenue and earnings guidance.
- EUV system sales surged 30% above expectations and EUV lithography tools grew 29% year over year, supported by strong demand from chipmakers investing in AI infrastructure.
- China remained a major headwind, with system sales falling 56% quarter on quarter and 23% year on year in the first quarter, representing 19% of product sales.
- Full-year 2026 revenue guidance was raised to between €36 billion and €40 billion from a prior range of €34 billion to €39 billion, driven primarily by recovery in non-EUV immersion business, while ASML Holdings now expects 2025 revenues to match 2025 guidance after previously guiding flat.
- UBS maintained a 'buy' rating and €1,500 price target on the stock, noting that the new guidance midpoint implies modest upward revisions to consensus earnings estimates.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 21.0% | 25% | 70.0 ptsGood (21.0%) - Healthy growth |
| EPS Growth Next 5Y ? | 21.4% | 25% | 70.0 ptsGood (21.4%) - Solid outlook |
| Target Price Upside ? | 18.7% | 20% | 60.0 ptsModerate Upside (18.7%) - Target: $1724.95 vs Current: $1453.23 |
| Gross Margin % ? | 52.8% | 15% | 80.0 ptsVery Healthy (52.8%) - High-quality margins |
| Drawdown from 52-Wk High ? | -6.1% | 15% | 20.0 ptsBarely a Dip (-6.1%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About ASML
- ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.
- The company offers lithography, metrology, and inspection systems.
- It also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography systems solutions to manufacture various range of semiconductor nodes and technologies.
- In addition, the company offers metrology and inspection systems, including YieldStar optical metrology systems, a diffraction-based wafer metrology platform to assess the quality of patterns on the wafers; and HMI electron beam solutions to locate and analyze individual chip defects.
- Further, it provides computational lithography solutions, and lithography systems and control software solutions; and refurbishes and upgrades lithography systems, as well as offers customer support and related services.
- Additionally, the company offers hardware, software, and services to chipmakers to produce the patterns of integrated circuits.
- It operates in Japan, South Korea, Singapore, Taiwan, China, rest of Asia, the Netherlands, rest of Europe, the Middle East, Africa, and the United States.
- The company was formerly known as ASM Lithography Holding N.V. and changed its name to ASML Holding N.V. in 2001.
- ASML Holding N.V. was founded in 1984 and is headquartered in Veldhoven, the Netherlands.