ASM International (ASM) Panoramica del titolo
ASM International NV, insieme alle sue consociate, si occupa di ricerca, sviluppo, produzione, commercializzazione e assistenza di apparecchiature e materiali utilizzati per la produzione di dispositivi a semiconduttore in Europa, Stati Uniti e Asia. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
ASM Community Fair Values
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Analyst Price Targets
Concorrenti di ASM International NV
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €900.80 |
| Massimo di 52 settimane | €906.00 |
| Minimo di 52 settimane | €400.00 |
| Beta | 1.53 |
| Variazione di 1 mese | 3.85% |
| Variazione a 3 mesi | 25.53% |
| Variazione di 1 anno | 88.37% |
| Variazione a 3 anni | 122.47% |
| Variazione a 5 anni | 250.23% |
| Variazione dall'IPO | 10,666.76% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Articolo di analisi • 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
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Rendimenti per gli azionisti
| ASM | NL Semiconductor | NL Mercato | |
|---|---|---|---|
| 7D | 6.7% | 10.7% | 6.1% |
| 1Y | 88.4% | 121.6% | 32.0% |
Ritorno vs Industria: ASM ha avuto una performance inferiore rispetto al Dutch Semiconductor che ha registrato un rendimento 121.6 % nell'ultimo anno.
Rendimento vs Mercato: ASM ha superato il mercato Dutch che ha restituito 32 % nell'ultimo anno.
Volatilità dei prezzi
| ASM volatility | |
|---|---|
| ASM Average Weekly Movement | 7.1% |
| Semiconductor Industry Average Movement | 9.5% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in NL Market | 7.8% |
| 10% least volatile stocks in NL Market | 2.8% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ASM è stato volatile rispetto al mercato Dutch.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di ASM è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni Dutch.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1968 | 4,504 | Hichem M'Saad | www.asm.com |
ASM International NV, insieme alle sue consociate, si occupa di ricerca, sviluppo, produzione, commercializzazione e assistenza di apparecchiature e materiali utilizzati per la produzione di dispositivi a semiconduttore in Europa, Stati Uniti e Asia. I prodotti dell'azienda comprendono sistemi di deposizione per la lavorazione dei wafer per la deposizione di strati atomici (ALD), l'epitassia, il carburo di silicio, la deposizione di vapori chimici potenziata al plasma (PECVD) e i sistemi di forni verticali, compresi i prodotti per la deposizione di vapori chimici a bassa pressione (LPCVD), la diffusione e l'ossidazione, oltre a fornire parti di ricambio e servizi di assistenza. L'azienda produce e vende anche apparecchiature utilizzate nella lavorazione dei wafer, che comprende le fasi di fabbricazione in cui i wafer di silicio vengono stratificati con dispositivi semiconduttori.
ASM International NV Riepilogo dei fondamenti
| ASM statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €44.04b |
| Utili (TTM) | €991.10m |
| Ricavi(TTM) | €3.20b |
44.4x
Rapporto P/E13.8x
Rapporto P/SASM è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ASM Conto economico (TTM) | |
|---|---|
| Ricavi | €3.20b |
| Costo del fatturato | €1.54b |
| Profitto lordo | €1.66b |
| Altre spese | €664.50m |
| Utili | €991.10m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 28, 2026
| Utile per azione (EPS) | 20.27 |
| Margine lordo | 51.79% |
| Margine di profitto netto | 31.01% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato ASM nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.4%
Rendimento attuale del dividendo16%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/25 10:27 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ASM International NV è coperta da 35 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Simon Alexander Coles | Barclays |
| Keagan Bryce-Borthwick | Barclays |