Loading...
ASM logo

ASM International NVENXTAM:ASM Aktienübersicht

Marktkapitalisierung €42.3b
Aktienkurs
€900.80
€1.1k
17.7% unterbewertet intrinsischer Abschlag
1Y92.6%
7D4.4%
1D
Wert des Portfolios
Siehe

ASM International NV

ENXTAM:ASM Lagerbericht

Marktkapitalisierung: €42.3b

ASM International (ASM) Aktienübersicht

ASM International NV ist zusammen mit seinen Tochtergesellschaften in der Forschung, Entwicklung, Herstellung, Vermarktung und Wartung von Anlagen und Materialien für die Herstellung von Halbleiterbauelementen in Europa, den Vereinigten Staaten und Asien tätig. Mehr Details

ASM grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung2/6
Künftiges Wachstum3/6
Vergangene Leistung5/6
Finanzielle Gesundheit6/6
Dividenden0/6

ASM Community Fair Values

Create Narrative

See what 86 others think this stock is worth. Follow their fair value or set your own to get alerts.

ASM International NV Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für ASM International
Historische Aktienkurse
Aktueller Aktienkurs€900.80
52-Wochen-Hoch€906.00
52-Wochen-Tief€400.00
Beta1.53
1 Monat Veränderung7.55%
3 Monate Veränderung26.98%
1 Jahr Veränderung92.60%
3 Jahre Veränderung121.98%
5 Jahre Veränderung251.46%
Veränderung seit IPO10,666.76%

Aktuelle Nachrichten und Updates

Narrativ-Update May 19

ASM: Higher Margins And Buybacks Are Expected To Support Future P/E Repricing

ASM International's analyst price targets have been raised by up to about €160 in recent research, as analysts incorporate slightly higher revenue growth expectations and updated P/E assumptions into their models. Analyst Commentary Recent research updates point to a cluster of higher price targets for ASM International, with several bullish analysts revisiting their models and adjusting assumptions on revenue growth and P/E levels.
Analyseartikel Apr 28

Additional Considerations Required While Assessing ASM International's (AMS:ASM) Strong Earnings

ASM International NV ( AMS:ASM ) just reported some strong earnings, and the market reacted accordingly with a healthy...

Recent updates

Narrativ-Update May 19

ASM: Higher Margins And Buybacks Are Expected To Support Future P/E Repricing

ASM International's analyst price targets have been raised by up to about €160 in recent research, as analysts incorporate slightly higher revenue growth expectations and updated P/E assumptions into their models. Analyst Commentary Recent research updates point to a cluster of higher price targets for ASM International, with several bullish analysts revisiting their models and adjusting assumptions on revenue growth and P/E levels.
Analyseartikel Apr 28

Additional Considerations Required While Assessing ASM International's (AMS:ASM) Strong Earnings

ASM International NV ( AMS:ASM ) just reported some strong earnings, and the market reacted accordingly with a healthy...
Narrativ-Update Apr 28

ASM: Higher Margins And Almere Hub Will Support Future P/E Repricing

ASM International's analyst price target has been raised from €900 to €1,095 as analysts reflect updated assumptions for revenue growth, profit margins and future P/E multiples, following a series of recent target increases across major banks. Analyst Commentary Recent Street research points to a broadly constructive tone around ASM International, with several bullish analysts lifting price targets and one major upgrade signaling increased confidence in the shares.
Analyseartikel Apr 24

ASM International NV Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

ASM International NV ( AMS:ASM ) investors will be delighted, with the company turning in some strong numbers with its...
Narrativ-Update Apr 13

ASM: Future Margins And Buybacks Are Expected To Support Fair Value

Analysts have trimmed the change in ASM International's fair value estimate to about €1.85, with modest tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E. These adjustments are helping to support a series of higher Street price targets now clustering around €820 to €850.
Narrativ-Update Mar 30

ASM: Premium Margins And Capital Returns Will Support Future Share Performance

The analyst price target for ASM International has been adjusted modestly higher to align with an updated fair value estimate of about €806. This move is supported by Street research that generally raises targets into the €820 to €850 range as analysts factor in revised growth and margin assumptions.
Narrativ-Update Mar 16

ASM: Premium Margins And Almere Hub Will Support Future Share Performance

Analysts have lifted the implied fair value estimate for ASM International from €745.05 to €802.50, reflecting a series of higher price targets across the Street, including recent moves to €850 at Morgan Stanley, €825 at Deutsche Bank and €820 at Berenberg, supported by updated assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research shows a clear split between bullish analysts lifting their price targets and at least one bearish voice warning that expectations may be running ahead of underlying trends.
Narrativ-Update Mar 02

ASM: Almere Hub And Margin Profile Will Support Higher Future P/E

Analysts have raised their price targets on ASM International by up to several hundred euros. The higher estimates are generally tied to updated views on growth, margins and P/E assumptions.
Narrativ-Update Feb 16

ASM: Higher P/E Will Be Supported By New Almere R&D Hub

The analyst price target for ASM International in our model has shifted from €800 to €900. This reflects updated Street research in which several banks have raised their targets and cited higher expected revenue growth, slightly stronger profit margins, and a higher future P/E, even though the discount rate used in valuations has also moved up.
Narrativ-Update Feb 02

ASM: Premium Margins And Almere Expansion Will Support Future Share Performance

The updated analyst price target for ASM International moves to €745.05 from €627.47, reflecting analysts' recent target hikes from multiple banks and their rationale around modestly adjusted growth, slightly higher margins and a higher assumed future P/E of about 39.6x. Analyst Commentary Recent Street research on ASM International shows a mix of optimism on long term opportunities alongside fresh caution around where the shares are currently trading and how expectations are set.
Narrativ-Update Jan 19

ASM: Higher P/E Will Be Supported By Long Term Margin Potential

The analyst fair value estimate for ASM International has moved from €700.00 to €800.00, as analysts factor in higher long term revenue and margin assumptions alongside a richer future P/E multiple. This echoes recent upward price target revisions from several firms, even as some caution that broader semiconductor demand outside AI remains subdued.
Analyseartikel Jan 16

There's Reason For Concern Over ASM International NV's (AMS:ASM) Massive 31% Price Jump

The ASM International NV ( AMS:ASM ) share price has done very well over the last month, posting an excellent gain of...
Narrativ-Update Jan 05

ASM: Premium Multiple Will Be Supported By Advanced Chip Equipment Demand

Analysts have lifted their price target on ASM International to EUR 700 from EUR 690, citing increased confidence reflected in higher street targets from EUR 560 to EUR 640 and from EUR 550 to EUR 650, even as they temper long term growth and margin assumptions and assign a higher future price-to-earnings multiple. Analyst Commentary Bullish analysts have highlighted ASM International's strengthening fundamentals as a key driver behind recent upward revisions to price targets, pointing to resilient demand across end markets and continued share gains in advanced semiconductor equipment.
Analyseartikel Dec 27

Under The Bonnet, ASM International's (AMS:ASM) Returns Look Impressive

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Narrativ-Update Dec 17

ASM: Premium Margins And Advanced Node Demand Will Support Further Share Gains

Analysts have nudged their price target on ASM International slightly higher to about EUR 627 from roughly EUR 626, citing stronger confidence in the company’s long term revenue growth, profit margins, and valuation multiple as reflected in recent target increases from major brokerage houses. Analyst Commentary Bullish analysts have recently pushed their price targets for ASM International toward the mid EUR 600s, reinforcing the view that the company can sustain robust top line growth and defend premium valuation multiples.
Narrativ-Update Dec 03

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.
Analyseartikel Dec 02

Should You Be Adding ASM International (AMS:ASM) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Narrativ-Update Nov 19

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.
Narrativ-Update Nov 05

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.
Narrativ-Update Oct 22

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

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.
Analyseartikel Oct 14

ASM International NV (AMS:ASM) Stocks Shoot Up 28% But Its P/E Still Looks Reasonable

ASM International NV ( AMS:ASM ) shares have had a really impressive month, gaining 28% after a shaky period...
Narrativ-Update Oct 08

Advanced Nodes And Epitaxy Will Drive Semiconductor Development

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.
Narrativ-Update Sep 06

Advanced Nodes And Epitaxy Will Drive Semiconductor Development

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.
Analyseartikel Aug 29

The Price Is Right For ASM International NV (AMS:ASM)

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analyseartikel Jul 24

Investors Shouldn't Overlook The Favourable Returns On Capital At ASM International (AMS:ASM)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel Jul 09

Is There Now An Opportunity In ASM International NV (AMS:ASM)?

Let's talk about the popular ASM International NV ( AMS:ASM ). The company's shares led the ENXTAM gainers with a...
User avatar
Neues Narrativ Nov 07

Gate-All-Around Technology And New Molybdenum Applications To Drive Market Expansion And Future Earnings Growth

Strong demand for GAA technology and high-bandwidth memory could significantly increase market share and stabilize future revenue streams.

Aktionärsrenditen

ASMNL SemiconductorNL Markt
7D4.4%-0.5%0.5%
1Y92.6%109.3%28.4%

Rendite im Vergleich zur Industrie: ASM unter dem Niveau der Branche Dutch Semiconductor , die im vergangenen Jahr eine Rendite von 109.3% erzielte.

Rendite vs. Markt: ASM übertraf den Markt Dutch, der im vergangenen Jahr eine Rendite von 28.4 erzielte.

Preisvolatilität

Is ASM's price volatile compared to industry and market?
ASM volatility
ASM Average Weekly Movement6.9%
Semiconductor Industry Average Movement9.6%
Market Average Movement4.7%
10% most volatile stocks in NL Market7.7%
10% least volatile stocks in NL Market2.8%

Stabiler Aktienkurs: Der Aktienkurs von ASM war in den letzten 3 Monaten im Vergleich zum Dutch -Markt volatil.

Volatilität im Zeitverlauf: ASMDie wöchentliche Volatilität (7%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der Dutch Aktien.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
19684,504Hichem M'Saadwww.asm.com

ASM International NV ist zusammen mit seinen Tochtergesellschaften in der Forschung, Entwicklung, Herstellung, Vermarktung und Wartung von Anlagen und Materialien für die Herstellung von Halbleiterbauelementen in Europa, den Vereinigten Staaten und Asien tätig. Zu den Produkten des Unternehmens gehören Wafer-Bearbeitungssysteme für die Atomlagenabscheidung (ALD), Epitaxie, Siliziumkarbid, plasmaunterstützte chemische Gasphasenabscheidung (PECVD) und vertikale Ofensysteme, einschließlich chemischer Gasphasenabscheidung bei niedrigem Druck (LPCVD), Diffusions- und Oxidationsprodukte, sowie Ersatzteile und Kundendienstleistungen. Das Unternehmen produziert und vertreibt auch Anlagen, die bei der Waferverarbeitung eingesetzt werden, d. h. bei den Herstellungsschritten, bei denen Siliziumwafer mit Halbleiterbauelementen beschichtet werden.

ASM International NV's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von ASM International im Vergleich zum Marktanteil des Unternehmens?
ASM grundlegende Statistiken
Marktanteil€42.34b
Gewinn(TTM)€991.10m
Umsatz(TTM)€3.20b
44.4x
Kurs-Gewinn-Verhältnis
13.8x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
ASM Gewinn- und Verlustrechnung (TTM)
Einnahmen€3.20b
Kosten der Einnahmen€1.54b
Bruttogewinn€1.66b
Sonstige Ausgaben€664.50m
Gewinn€991.10m

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

Jul 28, 2026

Gewinn per Aktie (EPS)20.27
Bruttomarge51.79%
Nettogewinnspanne31.01%
Schulden/Eigenkapital-Verhältnis0%

Wie hat sich ASM auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

0.4%
Aktuelle Dividendenrendite
16%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/22 19:28
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

ASM International NV wird von 35 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
James FontanelliArete Research Services LLP
Simon Alexander ColesBarclays
Keagan Bryce-BorthwickBarclays