ASM International

Analysts Mixed on ASM International as Fair Value Rises Amid Adjusted Revenue Guidance

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

07 Nov 24

Updated

03 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-1.8%

7D

-0.2%

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1Y

-1.8%

7D

-0.2%

You can edit this narrative until Dec 4 3:10 PM. Then, changes will post as Updates.

Author's Valuation

€626.1617.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 03 Dec 25

ASM: Premium Multiple And Margin Strength Will Support Further Share Gains

Analysts have nudged their average price target for ASM International modestly higher to about EUR 640, reflecting slightly stronger long term revenue growth and profit margin assumptions. These support a still premium but marginally lower future P E multiple.

Shared on 19 Nov 25

Fair value Increased 1.48%

ASM: Margin Strength And Upbeat Revenue Guidance Will Lift Shares In 2025

ASM International's analyst price target has increased from €617.05 to €626.16, as analysts cite continued margin strength and a positive outlook, despite a slightly lower revenue growth projection. Analyst Commentary Recent changes in analyst coverage for ASM International reflect differing perspectives on the company's growth outlook and valuation.

Shared on 05 Nov 25

Fair value Increased 3.29%

ASM: Future Revenue Guidance Adjustments Will Shape Shares Amid Recent Upgrades

ASM International’s fair value estimate has increased by approximately €20 to €617. This change reflects analysts’ upward revisions, driven by enhanced growth forecasts and recent price target raises from major research firms.

Shared on 22 Oct 25

Fair value Increased 2.42%

ASM International's fair value estimate has been raised from €583.3 to €597.4. This change reflects analysts' recent adjustments to price targets and improving expectations for the company's revenue growth. Analyst Commentary Analysts have recently updated their views on ASM International, resulting in both upward and downward revisions to price targets.

Shared on 08 Oct 25

Fair value Increased 2.08%

ASM International's analyst price target has increased to €583.30 from €571.40, as analysts adjust expectations based on updated profit margin outlooks and recent changes in industry demand forecasts. Analyst Commentary Recent street research highlights a range of perspectives among analysts regarding ASM International's outlook, with both upward and downward adjustments to price targets in response to evolving market dynamics and company performance.

Shared on 06 Sep 25

Fair value Decreased 0.31%

ASM International’s consensus price target saw a modest reduction to €571.40 as analysts cite a recent Q2 order miss, rising macro uncertainty in WFE demand, and renewed concerns about 2026 growth prospects. Analyst Commentary Lowered price targets reflect recent Q2 order miss, raising concerns about 2026 organic growth prospects.

Shared on 01 May 25

Fair value Decreased 16%

Shared on 23 Apr 25

Fair value Decreased 0.069%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on 17 Apr 25

Fair value Decreased 1.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 8.03%

Shared on 26 Mar 25

Fair value Decreased 0.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

€626.16

17.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

10.81%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.33%

Calculation

€1.15b

Earnings '28

x

33.18x

PE Ratio '28

=

€38.20b

Market Cap '28

€38.20b

Market Cap '28

/

48.21m

No. shares '28

=

€792.23

Share Price '28

€792.23 Share Price '28

Discounted to 2025 @ 8.32% p.a.

=

€623.40

Fair Value '25