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ASML Holding N.V. (ASML)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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561.63+26.68 (+4.99%)
At close: 04:00PM EDT
552.76 -8.87 (-1.58%)
Pre-Market: 07:03AM EDT
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  • F
    Freek
    This is ome of the best stocks out there. Huge Monopoly in the EUV market, which is crucial for chip manufacturing
  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    Semiconductor stocks looking very overwild now. Semiconductor companies are at an inflection point. The fabs are running at 100% capacity, equipment can't be built fast enough, sales are way up with backlogs of orders for a couple years out. Demand is only increasing. Most are oversold due to a worry that is proving to be incorrect. Oversupply is not happening! At least not in the next 2-3 years, if at all (I believe cyclicality is no more for semiconductors). TSM, $QCOM, $AMD, $KLAC, $ASML, $LSCC, $NXPI, $ON, $TXN...all the major players are having some of their best quarters ever, beating expectations and stressing NO diminishing demand foreseen for years out. And this is even with supply chain headwinds, which will eventually ease. My point, demand is stable while the macroenvironment is not. Certain technologies (like semi's & cloud) will continue to grow and outperform regardless of how negative sentiment becomes. GLTA!
  • J
    Jin
    Just like that, back to $523.
  • B
    Biceps Bob
    $675 again before June, lol. Watch.
  • p
    phil
    $AMAT conversation
    "Currently we see no signs of any weakening in our customer base. Zero,. And even if demand weakens, there is a big gap between the demand and our capacity."

    Peter Winnik, ASML CEO in their conference call

    I keep saying it. At a fundamental level, demand for digital systems is increasing every year and there is no obvious end in sight. Not this year, next year and unlikely the year after. The more likely scenario is a bunch of major demand drivers will come into play (example: someone described cars becoming data centers on wheels, and that cycle hasn't even begun) and chip supply will remain tight for 5-10 years. Maybe not as tight as its been recently, but any oversupply is likely to be infrequent and short-lived for the next decade or so.

    The underlying demand is just so incredibly large.

    Which is good for $AMAT, $ASML, $KLAC, $LRCX among others. All extremely undervalued.
  • p
    phil
    $AMAT conversation
    from the CEO on the $LRCX conference call:

    "I think the true shortages in ICs; its a multi-multi-quarter situation before we really feel anything we order has normal lead times as we're used to in the past."

    Yes, he actually said "multi-multi-quarter"

    Lam is the sort of company chipmakers want at (or near) the head of the line when it comes to chip deliveries. Chipmakers are dependent on Lam and Lam is dependent on them. True of all the top semi capex sorts ($KLAC, $ASML, etc).

    So, for a company at the head of the line to still have a multi-multi-quarter issue until a return to normal suggests other customers are looking at multi-multi-multi quarters before this resolves.

    Demand is/will remain enormous, despite the broader demand destruction under way from the Fed. Chip demand may take a hit in some areas, but more broadly, there are so many places where demand overwhelms supply it'll be hard to notice. With new demand drivers coming. We're looking at years of goodness
  • R
    Rich
    I plan to buy out ASML today!
  • R
    Rich
    ASML is buying back all their shares
  • C
    Chris
    I don't own ASML so I haven't been tracking them other than their stock price. Can anyone give an explanation as to why revenue/sales are decreasing even though they are at max capacity? I could understand hits to the profits as costs rise, but what is the explanation for lower sales YoY?
  • n
    nycapitalist
    $LRCX conversation
    Interesting. This not being down 10% AH after a miss tells you something about how much bad news is baked in IMO. Seems like it was expected. In the past year, semi stocks have been bludgeoned after hours when they crush earnings and guidance is slightly down. Lam missed and guided down and is down 1.5%. We'll see how badly it is punished tomorrow. Positive $ASML news may also be tempering the response. Perhaps the semis are bottoming here? Time will tell. $amat
  • D
    DANI
    it is all about relative investments.... when 2 - 5 years bonds yeild 3+% stocks
    WILL have to adjust to a low PE... take for eg ASML .. given all the bullish background for this company and its products... it still makes $ 13 / eps... rising to $ 15 in 2024... the same $ 550 invested in a 3 years Tnote will "earn" $ 17
    eps ($ 550 x 3.1 %) and will pay out the same 100% in the form of "dividend" every 6 months AND gurantee the pricipal... so for an investor the question is to BE or NOT to BE... investments in stocks must by virtue of risk involved command a risk discount.... hence ASML must be priced somewhere around
    $ 200-250 (50% off from here) to compete with the humble Tnote... when rates were at 0% for the past 2 years... investors had no problem paying $600 for ASML or $ 1600 for SHOP etc... ASML will settle around $225 before all is said and done...
  • W
    Wishy wish
    2k dollar EUV monopoly. They not only mint chips but has USD printing machine too.. most obvious investment to make forever..
  • a
    aadi
    ASML reports #$%$3.5 billion net sales and #$%$695 million net income in Q1 2022?Sales growth expectations for 2022 unchanged
  • p
    phil
    ASML not moving a lot. They've told the world they can only ramp so fast and I think this quarter's results tell that story. Various headwinds (supply chain) slowing deliveries a bit. But the health of the biz is bookings and that is just bonkers, 2x the revenues (7b euro vs 3.5b euro).

    Chip shortage is dictated by demand on one side and ASML on the other. World can only add capacity as fast as ASML enables it. The shares aren't cheap, but like other semi capex, the road ahead is going to be quite profitable
  • R
    Rich
    Have to wait till 2024 for any positive market moves
  • J
    Jeremy
    Investing in assets is a cheat code for having a successful financial life, trading with the right account manager or software would free you from modern financial slavery.
  • s
    stksue
    $AMD conversation
    check $ASML
  • H
    Heather
    Revenue is reported lower today, and they issued downside guidance. I'm trying to figure out why the stock is up 5% with these results. I'm not complaining, although I have a feeling this gap will be faded during the day so I may sell.
  • B
    Biceps Bob
    $1000 is where ASML is really valued.
  • A
    Arnold Tan
    Now is time