ASML Holding (ASML) Panoramica del titolo
ASML Holding N.V. fornisce soluzioni di litografia per lo sviluppo, la produzione, la commercializzazione, la vendita, l'aggiornamento e l'assistenza di sistemi avanzati per semiconduttori. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
ASML Community Fair Values
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Analyst Price Targets
Top Community Narratives
Concorrenti di ASML Holding N.V.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €1,506.00 |
| Massimo di 52 settimane | €1,741.00 |
| Minimo di 52 settimane | €611.80 |
| Beta | 1.37 |
| Variazione di 1 mese | -3.65% |
| Variazione a 3 mesi | 8.36% |
| Variazione di 1 anno | 132.87% |
| Variazione a 3 anni | 148.31% |
| Variazione a 5 anni | 112.23% |
| Variazione dall'IPO | 85,827.86% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 13
ASML: Lofty AI Tool Expectations Will Face Intensifying China Competition Risk
Analysts lifted their fair value estimate for ASML Holding from about €1,151 to roughly €1,320 as they updated their models to reflect stronger order visibility, higher projected revenue growth and margin assumptions, and continued capacity expansion for EUV and DUV tools. Analyst Commentary Recent research highlights a broadly constructive stance on ASML Holding, with many firms lifting price targets following what they describe as strong order intake, extended backlog visibility and higher expectations for EUV and DUV capacity over the coming years.
Nuova narrativa • Aug 02
ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap
Investors have recently been forced to process two very different versions of ASML. The first is a company whose demand outlook is improving fast enough for management to lift 2026 sales guidance to €43–45bn and gross-margin guidance to 54–56%.
Aggiornamento narrativa • Jul 30
ASML: AI-Driven Tool Demand And Capacity Expansion Will Support Future Earnings Power
The analyst fair value estimate for ASML Holding has been raised from €1,600 to €2,500, reflecting higher assumed revenue growth, slightly stronger profit margins, and a series of recent analyst price target increases that emphasize order strength in EUV and DUV tools despite concerns about emerging Chinese competition. Analyst Commentary Recent research commentary on ASML Holding has been heavily focused on the stock reaction to headline risk, the capacity outlook for EUV and DUV tools, and a broad round of higher price targets.Recent updates
Aggiornamento narrativa • Aug 13
ASML: Lofty AI Tool Expectations Will Face Intensifying China Competition Risk
Analysts lifted their fair value estimate for ASML Holding from about €1,151 to roughly €1,320 as they updated their models to reflect stronger order visibility, higher projected revenue growth and margin assumptions, and continued capacity expansion for EUV and DUV tools. Analyst Commentary Recent research highlights a broadly constructive stance on ASML Holding, with many firms lifting price targets following what they describe as strong order intake, extended backlog visibility and higher expectations for EUV and DUV capacity over the coming years.Nuova narrativa • Aug 02
ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap
Investors have recently been forced to process two very different versions of ASML. The first is a company whose demand outlook is improving fast enough for management to lift 2026 sales guidance to €43–45bn and gross-margin guidance to 54–56%.Aggiornamento narrativa • Jul 30
ASML: AI-Driven Tool Demand And Capacity Expansion Will Support Future Earnings Power
The analyst fair value estimate for ASML Holding has been raised from €1,600 to €2,500, reflecting higher assumed revenue growth, slightly stronger profit margins, and a series of recent analyst price target increases that emphasize order strength in EUV and DUV tools despite concerns about emerging Chinese competition. Analyst Commentary Recent research commentary on ASML Holding has been heavily focused on the stock reaction to headline risk, the capacity outlook for EUV and DUV tools, and a broad round of higher price targets.
Aggiornamento narrativa • Jul 16
ASML: AI Chip Spending And Full Backlog Will Drive Future Upside
ASML Holding's fair value estimate has been adjusted higher from €1,687.39 to €1,838.02. This change reflects analysts' higher price targets and updated assumptions around stronger EUV demand, expanding capacity, and improved long term margin expectations.Aggiornamento narrativa • Jul 02
ASML: AI And Memory Demand Will Support Backlog Despite Export And Execution Risks
ASML Holding's updated analyst fair value has moved from €1,559 to €1,687 as analysts factor in fuller order books, higher long term revenue growth and margins, and support their higher price targets with expectations for sustained wafer fab equipment demand and expanded EUV capacity into the late 2020s. Analyst Commentary Recent research on ASML Holding shows a cluster of higher valuation targets, with bullish analysts leaning on fuller order books, extended wafer fab equipment spending assumptions, and higher expected extreme ultraviolet, or EUV, capacity over the next several years.Aggiornamento narrativa • Jun 18
ASML: AI And Memory Demand Will Offset China And Execution Risks
ASML Holding's analyst fair value estimate has been raised from €1,506.91 to €1,559.36. This reflects updated views from analysts who point to higher assumed future revenue growth, a slightly higher future P/E multiple and ongoing capacity expansion in extreme ultraviolet tools as key drivers behind the revised price targets around €1,900 cited in recent research.Aggiornamento narrativa • Jun 04
ASML: Future AI And Memory Demand Will Balance China And Cost Risks
ASML Holding's fair value estimate is updated to €1,506.91 from €1,482.76, reflecting analysts' higher price targets around €1,660 to €1,900 and their focus on stronger lithography demand, capacity expansion potential, and the company's positioning in memory and North America. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets on ASML into a range around €1,660 to €1,900 and about US$2,200, which points to higher implied expectations for execution and earnings power than previously embedded in many models.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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.Aggiornamento 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.Nuova 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.
Nuova 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.Rendimenti per gli azionisti
| ASML | NL Semiconductor | NL Mercato | |
|---|---|---|---|
| 7D | -7.1% | -7.7% | -3.7% |
| 1Y | 132.9% | 115.8% | 37.3% |
Ritorno vs Industria: ASML ha superato il Dutch Semiconductor che ha restituito 115.8 % nell'ultimo anno.
Rendimento vs Mercato: ASML ha superato il mercato Dutch che ha restituito 37.3 % nell'ultimo anno.
Volatilità dei prezzi
| ASML volatility | |
|---|---|
| ASML Average Weekly Movement | 6.7% |
| Semiconductor Industry Average Movement | 8.5% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in NL Market | 7.9% |
| 10% least volatile stocks in NL Market | 2.4% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ASML è stato volatile rispetto al mercato Dutch.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di ASML 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 |
|---|---|---|---|
| 1984 | 43,938 | Christophe Fouquet | www.asml.com |
ASML Holding N.V. fornisce soluzioni di litografia per lo sviluppo, la produzione, la commercializzazione, la vendita, l'aggiornamento e l'assistenza di sistemi avanzati per semiconduttori. Offre sistemi di litografia, metrologia e ispezione. L'azienda fornisce anche sistemi di litografia a ultravioletti estremi e sistemi di litografia a ultravioletti profondi, che comprendono soluzioni di litografia a immersione e a secco per la produzione di una vasta gamma di nodi e tecnologie per semiconduttori.
ASML Holding N.V. Riepilogo dei fondamenti
| ASML statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €578.38b |
| Utili (TTM) | €10.64b |
| Ricavi(TTM) | €35.33b |
54.4x
Rapporto P/E16.4x
Rapporto P/SASML è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ASML Conto economico (TTM) | |
|---|---|
| Ricavi | €35.33b |
| Costo del fatturato | €16.70b |
| Profitto lordo | €18.63b |
| Altre spese | €7.99b |
| Utili | €10.64b |
Ultimi utili riportati
Jun 28, 2026
Prossima data di guadagno
Oct 14, 2026
| Utile per azione (EPS) | 27.70 |
| Margine lordo | 52.73% |
| Margine di profitto netto | 30.11% |
| Rapporto debito/patrimonio netto | 9.1% |
Come si è comportato ASML nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.5%
Rendimento attuale del dividendo16%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/24 13:31 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/28 |
| 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 delle guide su come utilizzare i nostri report e dei 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
ASML Holding N.V. è coperta da 63 analisti. 39 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 |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |