$ASML

$ASML

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.