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Home  /   Forum   /   ASML   /   ASML 2024

Aandeel ASML Holding AEX:ASML.NL, NL0010273215

Laatste koers (eur) Verschil Volume
631,500   +15,000   (+2,43%) Dagrange 605,700 - 632,400 745.654   Gem. (3M) 718,1K

ASML 2024

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26.746 Posts
Pagina: «« 1 ... 1246 1247 1248 1249 1250 ... 1338 »» | Laatste | Omlaag ↓
  2. forum rang 8 Hopper58 12 november 2024 14:55
    3 Growth Stocks Wall Street Might Be Sleeping On, But I'm Not
    By James Brumley – Nov 12, 2024 at 7:45AM

    Just because they aren't anyone's favorites right now doesn't mean they're not worth owning.

    Most of the time, Wall Street gets it right. That is to say, more often than not, investors and analysts alike price a stock appropriately based on the underlying company's performance and prospects.

    Every now and then, though, a stock's price fails to reflect that company's full value. Wall Street underestimates the organization's probable future. Identifying these instances can be a terrific opportunity for you, since a bullish repricing is due sooner or later.

    Here's a rundown of three growth stocks Wall Street might be sleeping on right now, but likely won't be for much longer. One (or maybe even all) may be a good fit for your portfolio.

    ASML Holding
    You may have never heard of ASML Holding (ASML 0.28%), but there's a very good chance you're benefiting from its technology right now without even realizing it. This Netherlands-based company manufactures the equipment the semiconductor industry needs to make microchips.

    It's called lithography, or more specifically in ASML's case, extreme ultraviolet (or EUV) photolithography. This is the art and science of using projected light as a mask or pattern to "spray" circuitry into existence, turning silicon into a functioning microchip.

    ASML controls roughly 90% of the EUV lithography market, which is the only category of lithography devices capable of making high-performance computer chips. This leading share is also well-protected by an impressive portfolio of patents.

    This doesn't mean that the company is immune to the cyclical headwinds. ASML's top line is only expected to grow a mere 4% this year, dragging per-share earnings lower with it and reflecting the headwind blowing against the semiconductor industry right now. That's the chief reason shares are down nearly 40% from July's high, and back to where they were in the middle of 2021.

    As was the case with Opendoor Technologies, though, the bears arguably overshot their goal. This stock's present price is 27% below analysts' consensus target of $923.58. Most of the analyst community also rates ASML stock at a strong buy, perhaps keying in on 2025's projected top-line growth recovery that's projected to unfurl at a pace of nearly 19%. Next year's expected per-share profit of $27.22 would also be record-setting.

    Maybe Wall Street isn't errantly overlooking this name. For the time being, however, most of Main Street is.

    www.fool.com/investing/2024/11/12/3-g...
  3. forum rang 8 Hopper58 12 november 2024 15:09
    Should You Buy This Millionaire-Maker Stock Instead of Palantir Technologies?
    By Justin Pope – Nov 12, 2024 at 6:40AM

    Bubble, bubble, toil and trouble.

    Palantir's valuation has surpassed even its peak from the stock market bubble in 2021.
    Meanwhile, geopolitical woes have ASML down 40% from its high.
    The latter is a better investment right now, despite its political headwinds.

    There may not be a hotter stock on Wall Street right now than Palantir Technologies. The company's artificial intelligence (AI) software is revving its growth engine, and there is a wide-open market opportunity in both government and the private sector. The stock is up approximately 800% since the start of last year.

    Be warned. Momentum can sometimes take stock prices to irrational places, and Palantir's valuation has arguably become untenable at more than 50 times the company's revenue.

    There might be a better AI stock to buy right now. ASML (ASML 0.28%) plays a vital role in producing the cutting-edge chips that power AI technology. However, the company's geopolitical woes have suppressed the share price, creating a buying opportunity for long-term investors.

    Here is what you need to know.

    Palantir's euphoric price action is a warning sign
    There's a difference between a company and its stock. Palantir is making a convincing argument that it's a fantastic business. Its data analytics software has become increasingly widespread among government and enterprise customers, and its AIP platform, which helps companies deploy AI applications, has ignited its growth. Palantir's revenue grew 30% year over year in the third quarter, a continued acceleration that excited investors about the company's future.

    But as I said above, the stock has multiplied from where it was just under two years ago. In fact, on a price-to-sales basis, the stock is more expensive today than during the "Everything Bubble" of 2021, a stock market bubble born from zero-interest-rate fiscal policy following the COVID-19 pandemic:

    ASML is a millionaire-making stock on the decline. Why buy?
    On the other hand, ASML has headed in the opposite direction since the stock peaked in July. ASML designs and manufactures specialty equipment, called lithography machines, to produce semiconductors (chips). It's a key cog in the technology supply chain because it's the only company that makes extreme ultraviolet lithography (EUV) machines required to produce high-end chips, like those used in data centers for AI.

    ASML's dominance in lithography has helped the stock produce mind-blowing investment returns. The stock's total returns surpass 31,000% since the mid-1990s, easily outrunning the S&P 500. Long-time investors in ASML stock have probably enjoyed life-changing wealth, perhaps even becoming millionaires.

    So, why has this fantastic stock declined nearly 40% from its high?

    The Dutch company has become a victim of geopolitical tensions between China and the United States. China is ASML's core market, representing nearly half of total revenue in Q3. The United States is pressuring ASML to restrict its business with China for national security reasons. These concerns were legitimized by Q3 earnings when ASML lowered its 2025 revenue guidance from its prior range of 30 billion to 40 billion euros to 30 billion to 35 billion euros.

    Why the stock is a buy today
    The geopolitical fears have merit, and Q3 earnings showed that the tensions are already impacting the business. However, the situation seems more like temporary turbulence than permanent damage.

    Why? Because it's unlikely that these political tensions will last forever.

    ASML is the most valuable company in the Netherlands. Will the Dutch government allow ASML to implode over political posturing between other countries? It could, but I wouldn't make that bet. Remember, ASML has a monopoly on EUV machines. As long as global demand for chips rises over time, ASML has a good shot at realizing those growth opportunities, by selling either to China or wherever that manufacturing winds up.

    Meanwhile, the stock trades at a price-to-earnings (P/E) ratio of 32, below its 10-year average of 37. Few dominant companies trade at a discount to their historical norms in today's market. The stock isn't a sure thing while the geopolitical waters remain choppy, but it looks far safer than Palantir, which has essentially turned into a bubble at these prices.

    www.fool.com/investing/2024/11/12/sho...
  4. forum rang 8 zjeeraar 12 november 2024 15:10
    quote:

    Hopper58 schreef op 12 november 2024 14:55:

    3 Growth Stocks Wall Street Might Be Sleeping On, But I'm Not
    By James Brumley – Nov 12, 2024 at 7:45AM

    Just because they aren't anyone's favorites right now doesn't mean they're not worth owning.

    Most of the time, Wall Street gets it right. That is to say, more often than not, investors and analysts alike price a stock appropriately based on the underlying company's performance and prospects.

    Every now and then, though, a stock's price fails to reflect that company's full value. Wall Street underestimates the organization's probable future. Identifying these instances can be a terrific opportunity for you, since a bullish repricing is due sooner or later.

    Here's a rundown of three growth stocks Wall Street might be sleeping on right now, but likely won't be for much longer. One (or maybe even all) may be a good fit for your portfolio.

    ASML Holding
    You may have never heard of ASML Holding (ASML 0.28%), but there's a very good chance you're benefiting from its technology right now without even realizing it. This Netherlands-based company manufactures the equipment the semiconductor industry needs to make microchips.

    It's called lithography, or more specifically in ASML's case, extreme ultraviolet (or EUV) photolithography. This is the art and science of using projected light as a mask or pattern to "spray" circuitry into existence, turning silicon into a functioning microchip.

    ASML controls roughly 90% of the EUV lithography market, which is the only category of lithography devices capable of making high-performance computer chips. This leading share is also well-protected by an impressive portfolio of patents.

    This doesn't mean that the company is immune to the cyclical headwinds. ASML's top line is only expected to grow a mere 4% this year, dragging per-share earnings lower with it and reflecting the headwind blowing against the semiconductor industry right now. That's the chief reason shares are down nearly 40% from July's high, and back to where they were in the middle of 2021.

    As was the case with Opendoor Technologies, though, the bears arguably overshot their goal. This stock's present price is 27% below analysts' consensus target of $923.58. Most of the analyst community also rates ASML stock at a strong buy, perhaps keying in on 2025's projected top-line growth recovery that's projected to unfurl at a pace of nearly 19%. Next year's expected per-share profit of $27.22 would also be record-setting.

    Maybe Wall Street isn't errantly overlooking this name. For the time being, however, most of Main Street is.

    www.fool.com/investing/2024/11/12/3-g...
    ASML controleert ongeveer 90% van de EUV-lithografiemarkt, de enige categorie lithografieapparaten die in staat is om hoogwaardige computerchips te maken.

    Dit leidende aandeel wordt ook goed beschermd door een indrukwekkend portfolio van patenten.

    Zeker voor mogelijke concurrenten om ASML minimaal te gaan evenaren in de EUV-lithografiemarkt is dan ook een doodlopende weg.
  6. forum rang 9 nine_inch_nerd 12 november 2024 15:25
    quote:

    zjeeraar schreef op 12 november 2024 15:10:

    [...]

    ASML controleert ongeveer 90% van de EUV-lithografiemarkt, de enige categorie lithografieapparaten die in staat is om hoogwaardige computerchips te maken.

    Dit leidende aandeel wordt ook goed beschermd door een indrukwekkend portfolio van patenten.

    Zeker voor mogelijke concurrenten om ASML minimaal te gaan evenaren in de EUV-lithografiemarkt is dan ook een doodlopende weg.
    Machtspositie. :)
    Het spel gewoon spelen...
    #chipwar #us #china #restoftheworld
  10. forum rang 8 Hopper58 12 november 2024 16:44
    Net verschenen op de blog van De Tijd:

    16:02
    Trump-rotatie op de beurzen gaat voort
    De zelden geziene rotatie in aandelen en sectoren sinds de verkiezingsoverwinning van Donald Trump houdt aan. Terwijl veel Amerikaanse aandelen goed garen spinnen bij de nieuwe president, zitten Europa en de groeimarkten in het verliezende kamp.
26.746 Posts
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