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阿斯麦控股(ASML)
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Is This AI Stock a No-Brainer Buy for November?
The Motley Fool· 2024-11-08 20:30
ASML provides crucial equipment for the manufacturing process of AI chips.In today's video, I discuss ASML Holding (ASML 2.39%), its business strategy, growth opportunities, potential risks, and why artificial intelligence stock investors should not ignore this semiconductor stock.*Stock prices used were the market prices of November 7, 2024. The video was published on November 8, 2024. ...
ASML Holding N.V. Shareholders are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses
GlobeNewswire News Room· 2024-11-08 06:15
SAN DIEGO, Nov. 07, 2024 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, LLP is investigating whether ASML Holding N.V. (NASDAQ: ASML) or any of its executive officers or others violated securities laws by misrepresenting or failing to timely disclose material, adverse information to investors. The investigation focuses on investors’ losses and whether they may be recovered under federal securities laws. What if I purchased ASML securities? If you purchased securities and suffered losses on ...
Check Out This Incredible Opportunity in the Chip Sector Right Now
The Motley Fool· 2024-11-07 19:45
ASML is down nearly 40% from its all-time high, and I'm starting to establish a position.Investors need to keep a list of top stocks they want to buy but may not have purchased yet due to high valuations. One of those companies is ASML Holding (ASML -2.22%), and it's one of those that I have always wanted to own, but it got away from me. The point of these lists is to keep them on your radar; if the stock price falls, you can pick up shares (if the opportunity is right).ASML recently tumbled more than 20% a ...
Why ASML Stock Lost 17% in October
The Motley Fool· 2024-11-05 09:49
ASML disappointed investors with its third-quarter earnings report.While most AI stocks gained in October, ASML (ASML -0.53%) got tripped up following a disappointing third-quarter earnings report and a weak guidance update for 2025.The news threw cold water on a stock that many have expected to be a winner in the AI boom as orders in the quarter were weak, and demand from China has been underwhelming. According to S&P Global Market Intelligence, the stock finished the month down 17%. ASML runs into headwin ...
ASML: Why Now May Not Be The Time To Buy
Seeking Alpha· 2024-11-04 20:00
ASML (NASDAQ: ASML ) stock experienced a significant drawdown following its recent quarterly earnings report . Historically, investors buying the dip have often been well rewarded, but many are now questioning whether this drop presents a similar opportunity.I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by th ...
Will ASML Be a Trillion-Dollar Stock by 2030?
The Motley Fool· 2024-11-03 04:00
文章核心观点 - ASML是一家专注于制造半导体设备的公司,其极紫外光刻机是目前世界上最先进的,是台积电等公司制造先进半导体的关键 [5][6] - 随着人工智能对先进半导体需求的增长,ASML的收入有望在未来10年继续保持增长 [6][7] - 但ASML要在2030年前实现1万亿美元市值目标是不太可能的,因为其净利润需要达到250亿美元才能支撑这样的市值 [8][9][10] 公司相关 - ASML专注于制造半导体设备,尤其是先进的极紫外光刻机 [5] - ASML过去10年收入增长了266% [6] - ASML最近一个季度收入为75亿欧元,同比增长21% [7] - ASML的净利润率约为25% [9] - ASML过去10年平均市盈率为37倍 [8][12] 行业相关 - 半导体市场支出预计未来5年内将以9%的年复合增长率增长 [9] - 人工智能对先进半导体需求的增长是ASML业务增长的主要驱动力 [6]
2 Growth Stocks Down 36% and 97% to Buy Right Now
The Motley Fool· 2024-11-01 16:50
As difficult as it might be to step into a stock while it's down, that's the best time to plug in to a good growth story.There's never a bad time to invest in a good company. But, if you can step into a worthy growth stock at a discount, you'll obviously get more bang for your buck.Here's a closer look at a couple of great growth stocks that are currently on sale. If you can handle the risk and their likely continued volatility, they just might be a good fit for your portfolio.1. ASML HoldingThere's a decen ...
Applied Materials vs ASML: Which is the Best Chip Stock to Own?
MarketBeat· 2024-10-31 19:30
文章核心观点 - 公司ASML和Applied Materials是半导体设备行业的两大巨头 [1][2] - 两家公司在产品和业务模式上存在差异 [3][4][5] - ASML专注于光刻设备,拥有垄断地位,但收入增长波动较大 [6][7] - Applied Materials产品线更广泛,收入增长相对平稳 [6][7] - ASML的技术领先,但Applied Materials在其他领域仍有发展空间 [8][9][10] - 两家公司互补性强,共同推动行业发展 [11] 根据目录分别总结 公司概况 - ASML和Applied Materials是半导体设备行业的两大领军企业 [1][2] - ASML专注于光刻设备,是该领域的垄断者 [3] - Applied Materials产品线更广泛,涵盖半导体制造的多个环节 [2][3] 业务模式比较 - ASML的专业化优势带来了较高的毛利率,但收入增长波动较大 [4][5][6][7] - Applied Materials产品线更丰富,收入增长相对平稳,但毛利率略低于ASML [5][6][7] 技术发展趋势 - ASML的光刻设备技术领先,但其他领域的技术进步空间可能更大 [8][9][10] - Applied Materials在材料工程等领域有较大的发展潜力 [10] - 两家公司在技术上相互补充,共同推动行业进步 [11]
ASML: This Is A Key Moment To Capitalize On Bearish Sentiment (Rating Upgrade)
Seeking Alpha· 2024-10-30 18:24
文章核心观点 - 公司近期股价下跌接近24% [1] - 分析师此前给予公司"持有"评级,预期短期内股价会有波动 [1] 公司概况 - 公司是一家专注于半导体行业的研究分析公司 [1] - 分析师擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] 分析师背景 - 分析师专注于科技行业,包括人工智能、半导体、软件和可再生能源等领域 [1] - 分析师在Seeking Alpha上有较高的知名度,其研究报告也被Forbes等媒体转载 [1] - 分析师采用传统的基本面分析方法,同时也使用自有的数据分析工具 [1] - 分析师的投资理念包括价值投资和合理价格成长策略,并越来越关注中小市值公司 [1]
Is This AI Stock-Split Candidate a No-Brainer Buy Right Now?
The Motley Fool· 2024-10-29 16:25
The stock is down 35% this year. Not every artificial intelligence (AI) stock is going to the moon. Advanced semiconductor equipment maker ASML (ASML -0.43%) has seen its stock fall 35% this year on weak customer orders despite the booming demand for AI chips that is sweeping across the semiconductor sector. The company is struggling in every part of the market outside of AI and because of large customers such as Intel delaying orders. The stock is now at its cheapest price in multiple quarters. At more tha ...