ASML Holding（ASML）株式概要
ASMLホールディングN.V.は、先端半導体装置システムの開発、製造、マーケティング、販売、アップグレード、サービスのためのリソグラフィ・ソリューションを提供しています。 詳細
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ASML Holding N.V. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €1,333.00 |
| 52週高値 | €1,371.60 |
| 52週安値 | €587.80 |
| ベータ | 1.37 |
| 1ヶ月の変化 | 7.07% |
| 3ヶ月変化 | 7.66% |
| 1年変化 | 100.54% |
| 3年間の変化 | 114.41% |
| 5年間の変化 | 145.99% |
| IPOからの変化 | 75,957.00% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • Mar 15
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.
新しいナラティブ • 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.
ナラティブの更新 • 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.新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.
新しいナラティブ • 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.分析記事 • Jul 01
Do ASML Holding's (AMS:ASML) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 27
Should You Think About Buying ASML Holding N.V. (AMS:ASML) Now?
ASML Holding N.V. ( AMS:ASML ) saw a decent share price growth of 19% on the ENXTAM over the last few months...新しいナラティブ • Jan 20
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
新しいナラティブ • Nov 07
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.株主還元
| ASML | NL Semiconductor | NL 市場 | |
|---|---|---|---|
| 7D | 0.5% | 2.2% | 1.6% |
| 1Y | 100.5% | 105.8% | 26.8% |
業界別リターン: ASML過去 1 年間で105.8 % 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: ASML過去 1 年間で26.8 % の収益を上げたDutch市場を上回りました。
価格変動
| ASML volatility | |
|---|---|
| ASML Average Weekly Movement | 6.8% |
| Semiconductor Industry Average Movement | 9.4% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in NL Market | 7.5% |
| 10% least volatile stocks in NL Market | 2.8% |
安定した株価: ASML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: ASML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 |
|---|---|---|---|
| 1984 | 43,882 | Christophe Fouquet | www.asml.com |
ASMLホールディングN V.は、先端半導体装置システムの開発、製造、マーケティング、販売、アップグレード、サービスのためのリソグラフィ・ソリューションを提供しています。リソグラフィ、計測、検査システムを提供。また、極端紫外線リソグラフィシステム、液浸およびドライリソグラフィシステムソリューションからなる深紫外線リソグラフィシステムを提供し、さまざまな半導体ノードや技術を製造しています。さらに、ウェハー上のパターンの品質を評価するYieldStar光学計測システムや、個々のチップの欠陥を特定・分析するHMI電子ビームソリューションなどの計測・検査システムも提供している。さらに、同社は計算リソグラフィ・ソリューション、リソグラフィ・システムおよび制御ソフトウェア・ソリューションを提供し、リソグラフィ・システムの改修とアップグレード、顧客サポートおよび関連サービスを提供している。さらに、集積回路のパターンを製造するためのハードウェア、ソフトウェア、サービスをチップメーカーに提供している。同社は日本、韓国、シンガポール、台湾、中国、その他のアジア、オランダ、その他のヨーロッパ、中東、アフリカ、米国で事業を展開している。以前はASM Lithography Holding N.V.として知られ、2001年にASML Holding N.V.に社名を変更した。ASMLホールディングN.V.は1984年に設立され、オランダのフェルドホーフェンに本社を置いています。
ASML Holding N.V. 基礎のまとめ
| ASML 基礎統計学 | |
|---|---|
| 時価総額 | €512.94b |
| 収益（TTM） | €10.01b |
| 売上高(TTM) | €33.69b |
51.2x
PER（株価収益率15.2x
P/SレシオASML は割高か？
公正価値と評価分析を参照収益と収入
| ASML 損益計算書（TTM） | |
|---|---|
| 収益 | €33.69b |
| 売上原価 | €15.97b |
| 売上総利益 | €17.72b |
| その他の費用 | €7.71b |
| 収益 | €10.01b |
直近の収益報告
Mar 29, 2026
次回決算日
Jul 15, 2026
| 一株当たり利益（EPS） | 26.02 |
| グロス・マージン | 52.60% |
| 純利益率 | 29.71% |
| 有利子負債／自己資本比率 | 13.0% |
ASML 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
0.6%
現在の配当利回り23%
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 | 2026/05/20 06:54 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/29 |
| 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
ASML Holding N.V. 38 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。59
| アナリスト | 機関 |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |