ASM International (ASM) Aperçu de l'action
ASM International NV et ses filiales se consacrent à la recherche, au développement, à la fabrication, à la commercialisation et à l'entretien d'équipements et de matériaux utilisés pour produire des dispositifs à semi-conducteurs en Europe, aux États-Unis et en Asie. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
ASM Community Fair Values
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Analyst Price Targets
ASM International NV Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €900.80 |
| Plus haut sur 52 semaines | €906.00 |
| Plus bas sur 52 semaines | €400.00 |
| Bêta | 1.53 |
| Variation sur 1 mois | 3.85% |
| Variation sur 3 mois | 26.62% |
| Variation sur 1 an | 92.60% |
| Variation sur 3 ans | 121.98% |
| Variation sur 5 ans | 251.46% |
| Évolution depuis l'introduction en bourse | 10,666.76% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Article d’analyse • 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
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Rendement pour les actionnaires
| ASM | NL Semiconductor | NL Marché | |
|---|---|---|---|
| 7D | 4.4% | 8.5% | 4.9% |
| 1Y | 92.6% | 125.7% | 33.4% |
Rendement vs Industrie: ASM a sous-performé le secteur Dutch Semiconductor qui a rapporté 125.7 % au cours de l'année écoulée.
Rendement vs marché: ASM a dépassé le marché Dutch qui a rapporté 33.4 % au cours de l'année écoulée.
Volatilité des prix
| ASM volatility | |
|---|---|
| ASM Average Weekly Movement | 7.0% |
| Semiconductor Industry Average Movement | 9.4% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in NL Market | 7.8% |
| 10% least volatile stocks in NL Market | 2.7% |
Cours de l'action stable: Le cours de l'action de ASM a été volatil au cours des 3 derniers mois par rapport au marché Dutch.
Volatilité au fil du temps: La volatilité hebdomadaire de ASM ( 7% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de Dutch.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1968 | 4,504 | Hichem M'Saad | www.asm.com |
ASM International NV, avec ses filiales, se consacre à la recherche, au développement, à la fabrication, à la commercialisation et à l'entretien d'équipements et de matériaux utilisés pour produire des dispositifs semi-conducteurs en Europe, aux États-Unis et en Asie. Les produits de la société comprennent des systèmes de traitement des plaquettes pour le dépôt de couches atomiques (ALD), l'épitaxie, le carbure de silicium, le dépôt chimique en phase vapeur assisté par plasma (PECVD) et des systèmes de fours verticaux, y compris des produits de dépôt chimique en phase vapeur à basse pression (LPCVD), de diffusion et d'oxydation, ainsi que des pièces détachées et des services d'assistance. Elle fabrique et vend également des équipements utilisés dans le traitement des plaquettes de silicium, ce qui comprend les étapes de fabrication au cours desquelles les plaquettes de silicium sont recouvertes de dispositifs semi-conducteurs.
ASM International NV Résumé des fondamentaux
| ASM statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €44.04b |
| Bénéfices(TTM) | €991.10m |
| Recettes(TTM) | €3.20b |
44.4x
Ratio P/E13.8x
Ratio P/SLe site ASM est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ASM compte de résultat (TTM) | |
|---|---|
| Recettes | €3.20b |
| Coût des recettes | €1.54b |
| Marge brute | €1.66b |
| Autres dépenses | €664.50m |
| Les revenus | €991.10m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 28, 2026
| Résultat par action (EPS) | 20.27 |
| Marge brute | 51.79% |
| Marge bénéficiaire nette | 31.01% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de ASM?
Voir les performances historiques et les comparaisonsDividendes
0.4%
Rendement actuel des dividendes16%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 04:48 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ASM International NV est couverte par 35 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Simon Alexander Coles | Barclays |
| Keagan Bryce-Borthwick | Barclays |