ASML Holding N.V.

Report azionario ENXTAM:ASML

Capitalizzazione di mercato: €470.5b

ASML Holding Gestione

Criteri Gestione verificati 2/4

ASML Holding Il CEO è Christophe Fouquet, nominato in Apr2018, e ha un mandato di 8.08 anni. la retribuzione annua totale è € 7.02M, composta da 16% di stipendio e 84% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.002% delle azioni della società, per un valore di € 9.60M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.5 anni e 3.6 anni.

Informazioni chiave

Christophe Fouquet

Amministratore delegato

€7.0m

Compenso totale

Percentuale dello stipendio del CEO16.02%
Mandato del CEO8.1yrs
Proprietà del CEO0.002%
Durata media del management5.5yrs
Durata media del Consiglio di amministrazione3.6yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Feb 04
Shareholders Can Be Confident That ASML Holding's (AMS:ASML) Earnings Are High Quality

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

Jan 31
€1,353 - That's What Analysts Think ASML Holding N.V. (AMS:ASML) Is Worth After These Results

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.

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.

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

Jan 05
Why Investors Shouldn't Be Surprised By ASML Holding N.V.'s (AMS:ASML) P/E

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.

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.

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.

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.

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.

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.

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

Sep 23
ASML Holding N.V.'s (AMS:ASML) 25% Price Boost Is Out Of Tune With Earnings

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.

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.

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

Jul 01
Do ASML Holding's (AMS:ASML) Earnings Warrant Your Attention?

Should You Think About Buying ASML Holding N.V. (AMS:ASML) Now?

May 27
Should You Think About Buying ASML Holding N.V. (AMS:ASML) Now?

ASML Holding N.V.'s (AMS:ASML) Business Is Yet to Catch Up With Its Share Price

May 16
ASML Holding N.V.'s (AMS:ASML) Business Is Yet to Catch Up With Its Share Price

Is ASML Holding (AMS:ASML) Using Too Much Debt?

May 05
Is ASML Holding (AMS:ASML) Using Too Much Debt?

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
User avatar

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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Christophe Fouquet rispetto agli utili di ASML Holding?
DataCompenso totaleStipendioUtili della società
Mar 29 2026n/an/a

€10b

Dec 31 2025€7m€1m

€10b

Sep 28 2025n/an/a

€9b

Jun 29 2025n/an/a

€9b

Mar 30 2025n/an/a

€9b

Dec 31 2024€5m€979k

€8b

Sep 29 2024n/an/a

€7b

Jun 30 2024n/an/a

€7b

Mar 31 2024n/an/a

€7b

Dec 31 2023€4m€725k

€8b

Oct 01 2023n/an/a

€8b

Jul 02 2023n/an/a

€7b

Apr 02 2023n/an/a

€7b

Dec 31 2022€3m€694k

€6b

Oct 02 2022n/an/a

€6b

Jul 03 2022n/an/a

€6b

Apr 03 2022n/an/a

€5b

Dec 31 2021€3m€694k

€6b

Oct 03 2021n/an/a

€5b

Jul 04 2021n/an/a

€5b

Apr 04 2021n/an/a

€4b

Dec 31 2020€3m€694k

€4b

Sep 27 2020n/an/a

€3b

Jun 28 2020n/an/a

€3b

Mar 29 2020n/an/a

€3b

Dec 31 2019€2m€680k

€3b

Compensazione vs Mercato: La retribuzione totale di Christophe ($USD 8.23M ) è superiore alla media delle aziende di dimensioni simili nel mercato Dutch ($USD 4.22M ).

Compensazione vs guadagni: La retribuzione di Christophe è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Christophe Fouquet (52 yo)

8.1yrs
Mandato
€7,021,000
Compensazione

Mr. Christophe D. Fouquet serves as Chief Executive Officer and President at ASML Holding N.V. since April 24, 2024 and Chair of the Board of Management. He was Executive Vice President of EUV (Extreme Ult...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Christophe Fouquet
President8.1yrs€7.02m0.0020%
€ 9.6m
Roger J. Dassen
Executive VP7.9yrs€4.35m0.0017%
€ 7.9m
Frederic J. Schneider-Maunoury
Executive VP16.4yrs€4.37m0.0054%
€ 25.5m
James Koonmen
Executive VP2.1yrs€4.08m0.0021%
€ 9.9m
Wayne Allan
Executive VP3.1yrs€4.46m0.0016%
€ 7.4m
Marco J. Pieters
Executive VPless than a yearNessun dato0.0016%
€ 7.4m
Jim Kavanagh
Vice President of Investor Relationsno dataNessun datoNessun dato
Cristina Monteiro
Executive Vice President Human Resources & Organizationno dataNessun datoNessun dato
Ron Kool
Head of Business Performance Improvementno dataNessun datoNessun dato
Herman Boom
Head of Strategic Sourcing & Procurementno dataNessun datoNessun dato
An Lommers
Head of Riskno dataNessun datoNessun dato
Nancy Mac Gillavry
Head of Financeno dataNessun datoNessun dato
5.5yrs
Durata media
58yo
Età media

Gestione esperta: Il team dirigenziale di ASML è esperto e expertise (durata media dell'incarico 5.5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Mark M. Durcan
Independent Member of Supervisory Board6.1yrs€157.00kNessun dato
David Warren East
Independent Member of Supervisory Board6.1yrs€161.00kNessun dato
Nils Andersen
Independent Chairman of Supervisory Board3.1yrs€210.00kNessun dato
Jack de Kreij
Independent Member of Supervisory Board3.1yrs€152.00k0.00013%
€ 611.6k
Gek Lim Loh
Member of Supervisory Boardless than a yearNessun datoNessun dato
Terri Kelly
Independent Vice Chair of the Supervisory Board8.1yrs€171.00kNessun dato
An Steegen
Independent Member of Supervisory Board4.1yrs€144.00kNessun dato
Birgit Conix
Independent Member of Supervisory Board5.1yrs€150.00k0.000070%
€ 329.3k
Catharina E. van Gennip
Supervisory Board Member1.1yrs€107.00kNessun dato
B. Loh
Member of Supervisory Boardless than a yearNessun datoNessun dato
3.6yrs
Durata media
64yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ASML sono considerati esperti (durata media dell'incarico 3.6 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/02 15:31
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2026/03/29
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

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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 60 analisti. 38 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.

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