Tuesday, January 21, 2025
$ASML
V
Valuemetrix
ASML Holding N.V. $ASML Update – Jan 17, 2025
Financial Highlights:
2023 Revenue: €27.56B (+30% YoY) Net Income: €7.84B (+39% YoY) EPS: €19.91
Recent Developments:
Q3 2024 Results: €7.5B net sales; €2.1B net income.
2025 Outlook: Revenue growth projection reduced; shares dropped 15.7% post-earnings leak.
Analyst Insights:
Long-Term Growth: Projected 8%-14% annual sales growth through 2030, driven by AI demand.
Price Targets: Median PT at $858; high estimate at $1,148.
Strategic Position:
Market Leader: Sole supplier of EUV lithography machines, essential for advanced chip production.
Geopolitical Factors: Dutch government expanding export controls on semiconductor equipment; ASML expects no impact on forecasts.