ASML Holding N.V.

Informe acción ENXTAM:ASML

Capitalización de mercado: €529.6b

ASML Holding Resultados de beneficios anteriores

Pasado controles de criterios 6/6

ASML Holding ha aumentado sus beneficios a una tasa media anual de 14.4%, mientras que los beneficios de la industria de Semiconductor han experimentado un crecimiento de 5.3% anual. Los ingresos han ido creciendo a una tasa media de 14.7% al año. La rentabilidad financiera de ASML Holding es de 48.1%, y sus márgenes netos son de 29.7%.

Información clave

14.45%

Tasa de crecimiento de los beneficios

15.66%

Tasa de crecimiento del BPA

Crecimiento de la industria Semiconductor 23.83%
Tasa de crecimiento de los ingresos14.73%
Rentabilidad financiera48.06%
Margen neto29.71%
Próxima actualización de resultados15 Jul 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis Feb 04

Shareholders Can Be Confident That ASML Holding's (AMS:ASML) Earnings Are High Quality

Even though ASML Holding N.V.'s ( AMS:ASML ) recent earnings release was robust, the market didn't seem to notice...

Recent updates

Actualización de narrativa May 20

ASML: Future Memory And North America Demand Will Drive Upside

Analysts have increased ASML Holding's implied price target by €19.34, citing its unique position in European semiconductors and expectations for sustained lithography demand, particularly in memory and in North America. Analyst Commentary Recent research on ASML highlights a cluster of upward price target revisions, with bullish analysts focusing on the company’s position in lithography tools and its exposure to memory and North American customers.
Actualización de narrativa May 03

ASML: AI Tool Demand And Tight Supply Will Test EPS Assumptions

ASML Holding's updated analyst price target has risen by about €104 to €1,150.93, with analysts citing refined assumptions around slightly lower discount rates, modestly adjusted revenue growth, a small uplift in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent Street research on ASML Holding has clustered around higher price targets and updated forecasts, with several firms adjusting their models for discount rates, revenue trajectories, margin assumptions, and future P/E multiples.
Actualización de narrativa Apr 18

ASML: Future DRAM Tightness And Tool Demand Will Drive Upside

ASML Holding's analyst price target has been raised by €63 to reflect updated views on slightly lower discount rates, stronger revenue growth and margins, and a modestly lower future P/E assumption highlighted in recent research updates. Analyst Commentary Recent research on ASML Holding shows a cluster of upward price target revisions across multiple banks and brokerage firms, alongside at least one downgrade, giving a mixed but generally constructive read on expectations for execution and valuation.
Actualización de narrativa Apr 04

ASML: Elevated EPS Hopes Will Strain Tighter Wafer Fab Spending Assumptions

ASML Holding's updated fair value estimate has moved from about €1,003 to roughly €1,047 as analysts lift price targets in response to tighter foundry and DRAM supply expectations, higher outer year EPS estimates, and research pointing to strong wafer fab equipment spending. Analyst Commentary Recent Street research on ASML reflects a mix of optimism on long term industry demand and more cautious views around how much of that enthusiasm is already reflected in the share price.
Actualización de narrativa Mar 21

ASML: Future WFE Spending And DRAM Tightness Will Drive Upside

ASML Holding's analyst fair value estimate has been adjusted slightly higher to €1,400.42 from €1,397.71, reflecting updated assumptions on revenue growth, margins and P/E. This follows a series of recent price target increases from major brokers who cite tighter foundry and DRAM supply, higher medium term EPS estimates and firm wafer fab equipment spending plans.
Nueva narrativa Mar 15

ASML Holding N.V. (ASML): The Lithography Monopoly and the High-NA EUV AI Era

ASML Holding N.V. (ASML) remains the undisputed gatekeeper of the global semiconductor industry, closing the March 13, 2026, session at €1,186.40 on the Euronext Amsterdam (and $1,345.69 USD on the NASDAQ). Since the start of 2026, the stock has experienced a "V-shaped" recovery; after a volatile 2025 characterized by shifting export regulations, ASML has surged back to near-all-time highs as the market prices in the massive shift from R&D to mass production for High-NA EUV systems.
Nueva narrativa Mar 12

ASML: The Hidden Backbone of the Global AI and Semiconductor Revolution.

ASML Holding is one of the most strategically important companies in the global semiconductor industry. The company specializes in producing advanced lithography machines used to manufacture cutting-edge semiconductor chips.
Actualización de narrativa Mar 06

ASML: Tight Wafer Fab Equipment Supply Will Support Stronger Future Earnings Power

Analysts have raised their fair value estimate for ASML Holding to €1,600 from €943, citing higher long term assumptions for revenue growth, profitability and future P/E multiples, supported by a broad wave of recent price target increases across major banks. Analyst Commentary Recent research on ASML Holding has been dominated by a series of higher price targets and more constructive views on the medium term outlook, even as one firm issued a downgrade.
Nueva narrativa Feb 26

ASML: Durable Advantage, Limited Margin for Error

Narrative summary ASML sits at the centre of advanced semiconductor manufacturing. It does not design chips and it does not fabricate them.
Actualización de narrativa Feb 20

ASML: Future WFE Spending And AI Demand Will Drive Upside

We are lifting our ASML Holding analyst price target to €1,397.71 from €1,207.41. This change reflects analysts' updated assumptions for higher revenue growth, stronger profit margins, and a modestly different discount rate, supported by a broad wave of recent target increases and upgrades across major brokerages.
Actualización de narrativa Feb 06

ASML: Frothy Repricing Could Unravel If Wafer Fab Spending Disappoints

Analysts have lifted their fair value estimate for ASML Holding by about €274 to €1,003, reflecting updated assumptions for revenue growth, profitability and future P/E after a wave of recent price target increases from major banks and brokers. Analyst Commentary Recent research on ASML has been highly active, with a cluster of fresh price targets and rating changes pointing to a wide range of views on how much upside is already reflected in the share price.
Artículo de análisis Feb 04

Shareholders Can Be Confident That ASML Holding's (AMS:ASML) Earnings Are High Quality

Even though ASML Holding N.V.'s ( AMS:ASML ) recent earnings release was robust, the market didn't seem to notice...
Artículo de análisis Jan 31

€1,353 - That's What Analysts Think ASML Holding N.V. (AMS:ASML) Is Worth After These Results

Investors in ASML Holding N.V. ( AMS:ASML ) had a good week, as its shares rose 3.2% to close at €1,216 following the...
Actualización de narrativa Jan 23

ASML: Future AI Demand And WFE Spending Expectations Will Shape Momentum

Analysts lifted their fair value estimate for ASML Holding to $1,207.41 from $1,065.77, citing updated assumptions that include slightly higher revenue growth expectations, a modestly lower discount rate, a recalibrated profit margin outlook, and a higher future P/E multiple, supported by a series of recent Street price target hikes and generally constructive research commentary. Analyst Commentary Recent Street research on ASML Holding has been active, with several price target revisions and rating changes that help frame how professionals are thinking about the stock’s valuation, growth prospects, and execution risk.
Actualización de narrativa Jan 08

ASML: Future AI Demand And 2026 DRAM Spend Will Shape Momentum

Narrative Update on ASML Holding The updated analyst price target for ASML Holding reflects a shift in fair value from €973.03 to €1,065.77, supported by analysts citing recent Q3 results, higher long term Street targets around €975 to €1,200, and slightly stronger assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Street research on ASML Holding has been broadly constructive, with several bullish analysts lifting their valuation ranges after the latest Q3 update and revisiting their assumptions on margins and long term growth.
Artículo de análisis Jan 05

Why Investors Shouldn't Be Surprised By ASML Holding N.V.'s (AMS:ASML) P/E

With a price-to-earnings (or "P/E") ratio of 40.4x ASML Holding N.V. ( AMS:ASML ) may be sending very bearish signals...
Actualización de narrativa Dec 15

ASML: Elevated EUV Demand Expectations Will Likely Expose Downside If 2026 Recovery Slips

Analysts have significantly raised their fair value estimate for ASML Holding from approximately EUR 573 to about EUR 729 as they factor in a series of higher Street price targets, expectations for stronger medium term revenue growth, resilient margins, and increased confidence in EUV led demand from 2026 onward. Analyst Commentary Street research on ASML has turned markedly more optimistic in recent weeks, with multiple major institutions lifting price targets into the upper triple digits and reiterating positive ratings.
Actualización de narrativa Dec 01

ASML: Future AI Partnerships And Semiconductor Demand Will Shape Sector Momentum

ASML Holding's analyst fair value target has been raised modestly from €949.81 to €973.03. Analysts cite stronger than expected Q3 results and an improving industry outlook as factors supporting the company's valuation.
Actualización de narrativa Nov 17

ASML: Shareholder Role In AI And Sector Dynamics Will Shape Outlook

ASML Holding's analyst price target has been raised modestly, increasing from €941.90 to €949.81 as analysts cite stronger Q3 results, improved profit margins, and a more favorable growth outlook for the semiconductor equipment sector. Analyst Commentary Recent commentary from equity research analysts reflects a primarily upbeat sentiment on ASML Holding’s outlook, with most citing strong fundamentals and improved profitability as the drivers for upward price target revisions.
Actualización de narrativa Nov 01

ASML: Future Memory Spending And AI Investment Will Support Shareholder Value

ASML Holding's analyst price target has been raised slightly, moving from approximately €938 to €942. Analysts cite stronger quarterly results, rising industry optimism, and improved earnings prospects driven by higher expected revenue growth and profit margins.
Actualización de narrativa Oct 18

High-NA EUV Platforms And AI Demand Will Drive System Sales

ASML Holding’s analyst price target has climbed significantly, rising from approximately €809 to €938. Analysts point to robust third-quarter results, improving profit margins, and heightened confidence in future industry growth.
Actualización de narrativa Oct 04

High-NA EUV Platforms And AI Demand Will Drive System Sales

ASML Holding's analyst price target has been raised by approximately €40 to €809.45, as analysts cite improving sentiment around memory spending, stabilizing customer outlooks, and positive earnings prospects in the coming years. Analyst Commentary Recent research notes on ASML Holding reflect a range of views across Wall Street.
Artículo de análisis Sep 23

ASML Holding N.V.'s (AMS:ASML) 25% Price Boost Is Out Of Tune With Earnings

ASML Holding N.V. ( AMS:ASML ) shareholders would be excited to see that the share price has had a great month, posting...
Actualización de narrativa Sep 19

High-NA EUV Platforms And AI Demand Will Drive System Sales

ASML Holding’s analyst price target was raised to €769.45, as analysts cite strengthening long-term demand from AI and semiconductor capex trends and diminishing export control risks, despite lingering near-term macro headwinds. Analyst Commentary Bullish analysts point to expanding AI compute spending and expectations of substantial TSMC capex in 2026-2027, which supports higher demand trends for ASML’s advanced lithography tools.
Nueva narrativa Jul 22

Why Now Is The Time to Buy ASML

What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
Artículo de análisis Jul 01

Do ASML Holding's (AMS:ASML) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Nueva narrativa Jan 20

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
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Nueva narrativa Nov 07

High-NA Technology And AI Markets Ignite Exciting Growth Opportunities

Transition to NXE:3800E and High-NA EUV systems could drive future revenue and earnings through performance benefits and cost reductions.

Desglose de ingresos y gastos

Cómo gana y gasta dinero ASML Holding. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

ENXTAM:ASML Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
29 Mar 2633,69310,0111,2794,723
31 Dec 2532,6679,6091,2584,699
28 Sep 2532,2129,4631,2014,553
29 Jun 2532,1639,4151,1954,499
30 Mar 2530,7148,7031,1734,433
31 Dec 2428,2637,5721,1664,304
29 Sep 2426,2376,9261,1314,229
30 Jun 2425,4436,7431,1224,165
31 Mar 2426,1027,1071,1264,065
31 Dec 2327,5597,8391,1133,981
01 Oct 2326,7527,6071,1103,846
02 Jul 2325,8577,4161,0583,674
02 Apr 2324,3856,8859993,463
31 Dec 2221,1735,6249463,254
02 Oct 2219,7295,5818683,028
03 Jul 2219,1925,6208152,818
03 Apr 2217,7825,2477652,662
31 Dec 2118,6115,8837262,547
03 Oct 2117,8805,4606752,422
04 Jul 2116,5964,7826232,347
04 Apr 2115,9024,4955832,280
31 Dec 2013,9793,5545452,201
27 Sep 2013,7613,3375412,161
28 Jun 2012,7892,9035382,119
29 Mar 2012,0322,6285302,040
31 Dec 1911,8202,5925211,969
29 Sep 1910,9262,2465081,895
30 Jun 1910,7162,2995011,799
31 Mar 1910,8882,4074951,692
31 Dec 1810,9442,5924881,576
30 Sep 1810,2722,3954661,451
01 Jul 189,9432,2724481,369
01 Apr 189,4432,2584321,379
31 Dec 178,9632,0674171,260
01 Oct 178,4002,0063921,134
02 Jul 177,7671,874377996
02 Apr 177,2671,675366757
31 Dec 166,8751,5583751,106
02 Oct 166,3221,371357717
03 Jul 166,0561,329354720
03 Apr 165,9711,380351745
31 Dec 156,2871,620345710
27 Sep 156,3471,660335654
28 Jun 156,1201,574325659

Ingresos de calidad: ASML tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (29.7%) de ASML son superiores a los del año pasado (28.3%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de ASML han crecido un 14.4% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de ASML en el último año (15.2%) supera su media de 5 años (14.4% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de ASML en el último año (15.2%) superó al de la industria Semiconductor -15.7%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (48.1%) de ASML se considera excepcional.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/27 11:39
Precio de las acciones al final del día2026/05/27 00:00
Beneficios2026/03/29
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

ASML Holding N.V. está cubierta por 59 analistas. 38 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Warren LauAletheia Analyst Network Limited
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP