Despite the S&P 500 trading near its all-time high today, some stocks still offer a potential buy opportunity for investors to consider, especially after some institutions have come along to buy and increase some of their positions in these stocks today to reiterate their long bias and optimism in these companies moving forward. Also backed by some of the fundamental trends gaining momentum today, today’s list of buy targets from institutions makes for attractive options for retail investors to consider buy ...

文章核心观点 - ASML是半导体行业中一家重要的设备供应商,主要提供光刻机设备 [3] - 公司最近的财报显示收入和每股收益超预期,但未来指引疲弱,导致股价大跌 [5] - 公司收益受制于芯片制造商的需求,当前其他领域需求疲弱,导致客户推迟设备采购 [6][7][8] - 公司仍保持在光刻机领域的主导地位,估值已大幅下降,可能是进场良机 [10][11] 根据目录分类总结 公司概况 - ASML是一家半导体设备公司,主要提供光刻机设备,用于在硅晶圆上制造集成电路的蓝图 [3][4] - 公司收入来源包括新工厂建设、现有设备更新换代和维修服务 [6] 财务表现 - 公司最近一季度财报优于预期,但未来指引疲弱,导致股价大跌 [5] - 公司估值的市盈率已大幅下降,低于历史中位数,可能存在投资机会 [10] 行业动态 - 公司收益受制于芯片制造商的需求,当前其他领域需求疲弱,导致客户推迟设备采购 [6][7][8] - 公司CEO表示人工智能芯片需求旺盛,但其他领域仍在恢复中,难以预测何时会加速 [9]

ASML's demand is weakening, but that's a shortsighted take.I recently purchased shares of one of the most critical companies in the chip supply chain. ASML (ASML 0.31%) provides high-end machines that nobody else makes to the chip producers, making it a technological monopoly. With companies like Taiwan Semiconductor Manufacturing (TSM -1.46%) seeing massive chip demand, you'd be forgiven for assuming that ASML's business is booming.However, it's facing some struggles and after the company reported its thir ...

报告公司投资评级 - 报告给予公司"买入"评级,预计未来6个月内公司股价相对沪深300指数涨幅在15%以上[3][4] 报告的核心观点 - 公司2024年第三季度营业收入75亿欧元,同比增长12%,环比增长10%,超出此前指引[1] - 公司2024年第三季度毛利率为50.8%,同比下降1.1个百分点,环比下降0.7个百分点,符合此前指引[1] - 公司2024年第三季度设备签单量26亿欧元,同比持平,环比下降54%[1] - 考虑到出口管制因素,公司2025年全年营业收入指引下修至300-350亿欧元,此前指引为300-400亿欧元[1] 分区域收入情况 - 中国大陆收入28亿欧元,占比47%,同比增长14%,环比增长19%[1] - 中国台湾收入9亿欧元,占比15%,同比下降30%,环比增长70%[1] - 美国收入12亿欧元,占比21%,同比增长369%,环比增长771%[1] - 韩国收入9亿欧元,占比15%,同比下降16%,环比下降33%[1] 分应用收入情况 - 逻辑收入38亿欧元,占比64%,同比下降6%,环比增长48%[1] - 存储收入21亿欧元,占比36%,同比增长67%,环比下降3%[1] 订单情况 - 2024年第三季度设备签单量26亿欧元,同比持平,环比下降54%[1] - 其中EUV设备签单14亿欧元,同比增长180%,环比下降44%[1] - 非EUV设备签单12亿欧元,同比下降43%,环比下降61%[1] - 存储订单14亿欧元,占比54%,同比增长173%,环比下降5%[1] - 逻辑订单12亿欧元,占比46%,同比下降42%,环比下降70%[1] - 在手订单合计360亿欧元[1]

Sometimes a stock drop can be a buying opportunity for patient investors.Over the past 10 years, semiconductor equipment manufacturer ASML (ASML -1.70%) has been a massive winner, producing a total return of 761% vs. 270% for the S&P 500. But this has been a tough month. Since the company's latest earnings report in mid-October, the stock has dropped 18% -- a reaction to both results and guidance that fell below analysts' expectations.The post-earnings drop erased almost a year's worth of gains for ASML, re ...

The technology sector has been the darling of the entire stock market since the aftermath of the COVID-19 pandemic, and most stocks in the space easily delivered double-digit rallies for investors. However, not all stocks in the sector are made—or treated—equal, which is where investors can find some new opportunities to exploit in a catch-up strategy.Value investors like Warren Buffett love to buy from pessimists, and that is exactly what retail investors can do today: find the best discounted technology s ...

The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...

The semiconductor industry is recovering from a cyclical downturn, and these two companies stand to benefit.The semiconductor industry is starting to recover, fueled by the surging demand for artificial intelligence.*Stock prices used were the afternoon prices of Oct. 20, 2024. The video was published on Oct. 22, 2024. ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

The semiconductor supplier is experiencing a decline in cash flow from operations, but there is a good reason for that trend.ASML's (ASML 0.95%) free cash flow has decreased as the company is building inventory in anticipation of an uptick in sales.*Stock prices used were the afternoon prices of Oct. 19, 2024. The video was published on Oct. 21, 2024. ...