ASM International（ASM）株式概要
ASMインターナショナルNVは、その子会社とともに、欧州、米国、アジアにおいて、半導体デバイスの製造に使用される装置や材料の研究、開発、製造、マーケティング、サービスを行っている。 詳細
ASM Community Fair Values
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Analyst Price Targets
ASM International NV 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €1,025.00 |
| 52週高値 | €1,050.00 |
| 52週安値 | €400.00 |
| ベータ | 1.55 |
| 1ヶ月の変化 | 18.74% |
| 3ヶ月変化 | 50.69% |
| 1年変化 | 96.13% |
| 3年間の変化 | 158.38% |
| 5年間の変化 | 294.08% |
| IPOからの変化 | 12,151.25% |
最新ニュース
ナラティブの更新 • Jun 03
ASM: Elevated Earnings Hopes In 2026 Will Face High-Expectation Risk
ASM International’s updated analyst price target has been lifted by about €220, with analysts pointing to higher modeled fair value, a revised discount rate, and changes to revenue growth, profit margin assumptions, and future P/E, alongside a series of recent target hikes from major banks. Analyst Commentary Recent Street research on ASM International has centered on higher price targets, with several large banks adjusting their modeled fair values.
ナラティブの更新 • 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.Recent updates
ナラティブの更新 • Jun 03
ASM: Elevated Earnings Hopes In 2026 Will Face High-Expectation Risk
ASM International’s updated analyst price target has been lifted by about €220, with analysts pointing to higher modeled fair value, a revised discount rate, and changes to revenue growth, profit margin assumptions, and future P/E, alongside a series of recent target hikes from major banks. Analyst Commentary Recent Street research on ASM International has centered on higher price targets, with several large banks adjusting their modeled fair values.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| ASM | NL Semiconductor | NL 市場 | |
|---|---|---|---|
| 7D | 15.2% | 6.9% | 4.8% |
| 1Y | 96.1% | 141.2% | 40.2% |
業界別リターン: ASM過去 1 年間で141.2 % の収益を上げたDutch Semiconductor業界を下回りました。
リターン対市場: ASM過去 1 年間で40.2 % の収益を上げたDutch市場を上回りました。
価格変動
| ASM volatility | |
|---|---|
| ASM Average Weekly Movement | 6.6% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 4.5% |
| 10% most volatile stocks in NL Market | 7.5% |
| 10% least volatile stocks in NL Market | 2.5% |
安定した株価: ASMの株価は、 Dutch市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: ASMの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてDutchの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1968 | 4,504 | Hichem M'Saad | www.asm.com |
ASMインターナショナルNVは、その子会社とともに、欧州、米国、アジアで半導体デバイスの製造に使用される装置や材料の研究、開発、製造、マーケティング、サービスを行っている。同社の製品には、原子層堆積（ALD）、エピタキシー、炭化ケイ素、プラズマエンハンスト化学気相成長（PECVD）、低圧化学気相成長（LPCVD）、拡散、酸化製品を含む垂直炉システムなどのウェハープロセス成膜装置があり、スペアパーツやサポートサービスも提供している。また、シリコンウェーハに半導体デバイスを積層する製造工程を含むウェーハプロセスで使用される装置の製造・販売も行っている。同社は半導体メーカーに製品を提供している。以前はアドバンスト・セミコンダクター・マテリアルズ・インターナショナルNVとして知られていた。ASMインターナショナルNVは1968年に設立され、オランダのアルメアに本社を置いている。
ASM International NV 基礎のまとめ
| ASM 基礎統計学 | |
|---|---|
| 時価総額 | €50.11b |
| 収益（TTM） | €991.10m |
| 売上高(TTM) | €3.20b |
50.6x
PER（株価収益率15.7x
P/SレシオASM は割高か？
公正価値と評価分析を参照収益と収入
| ASM 損益計算書（TTM） | |
|---|---|
| 収益 | €3.20b |
| 売上原価 | €1.54b |
| 売上総利益 | €1.66b |
| その他の費用 | €664.50m |
| 収益 | €991.10m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 28, 2026
| 一株当たり利益（EPS） | 20.27 |
| グロス・マージン | 51.79% |
| 純利益率 | 31.01% |
| 有利子負債／自己資本比率 | 0% |
ASM の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.3%
現在の配当利回り16%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/15 14:03 |
| 終値 | 2026/06/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ASM International NV 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Simon Alexander Coles | Barclays |
| Keagan Bryce-Borthwick | Barclays |