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ASML Holding Community
ENXTAM:ASML Community
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ASML Holding
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ASML Holding
TH
Thomas_Regrettier
Community Contributor
ASML at €725: Geopolitical Risk Priced In, Moat Still Intact
ASML’s story is one of quiet dominance at the heart of global tech. Founded in the Netherlands in 1984, ASML started as a joint venture between Philips and ASM International.
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€725.00
FV
22.2% undervalued
intrinsic discount
18.85%
Revenue growth p.a.
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7 days ago
author updated this narrative
ASML Holding
YI
yiannisz
Community Contributor
Why ASML Dominates the Chip Market
ASML Holding NV (ASML) isn’t a company; it’s the linchpin in the supply chain that global semiconductors need. Due to the uniqueness of supplying extreme ultraviolet, or EUV, lithography systems, the company enjoys a monopolistic position in its market.
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€864.91
FV
34.8% undervalued
intrinsic discount
9.65%
Revenue growth p.a.
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3 months ago
author updated this narrative
ASML Holding
AN
AnalystConsensusTarget
Consensus Narrative from 32 Analysts
High-NA EUV Platforms And AI Demand Will Drive System Sales
Key Takeaways ASML's innovations in EUV and High-NA platforms enhance productivity, reduce costs, and bolster potential revenue and margin growth. AI demand and strategic global collaborations are poised to boost ASML's lithography equipment sales, stabilizing and potentially increasing future earnings.
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€800.19
FV
29.5% undervalued
intrinsic discount
10.32%
Revenue growth p.a.
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3
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6 days ago
author updated this narrative
Your Valuation for
ASML
ASML
ASML Holding
Your Fair Value
€
Current Price
€564.20
8.7% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
47b
2015
2018
2021
2024
2025
2027
2030
Revenue €47.4b
Earnings €13.4b
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