ASM International NV

ENXTAM:ASM Voorraadrapport

Marktkapitalisatie: €37.0b

ASM International Toekomstige groei

Future criteriumcontroles 3/6

ASM International zal naar verwachting groeien in winst en omzet met respectievelijk 13.8% en 16.7% per jaar. De winst per aandeel zal naar verwachting groeien met 15.5% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 24.4% zijn.

Belangrijke informatie

13.8%

Groei van de winst

15.52%

Groei van de winst per aandeel

Semiconductor winstgroei24.5%
Inkomstengroei16.7%
Toekomstig rendement op eigen vermogen24.44%
Dekking van analisten

Good

Laatst bijgewerkt23 Jul 2026

Recente toekomstige groei-updates

Analyse-artikel • 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...

Recent updates

Narratiefupdate • Jul 16

ASM: Prolonged Chip Tightness And Advanced Logic Spending Will Challenge Rich Share Price

ASM International’s analyst price target has been raised to €1,200, up €250 from €950, as analysts point to stronger market potential, tighter chip supply and broader exposure to advanced logic spending as key supports for higher fair value assumptions. Analyst Commentary Recent Street research on ASM International points to a cluster of higher price targets, with firms citing improved market potential, tight chip supply and the company’s positioning in advanced logic spending.
Narratiefupdate • Jul 02

ASM: Advanced Logic Demand And Margins Are Expected To Support Fair Value

ASM International's analyst price target has been revised higher from about €808 to roughly €1,026. Analysts point to stronger estimated revenue growth, slightly higher profit margins, a richer future P/E assumption and a wider set of potential logic customers as key drivers behind the update.
Narratiefupdate • Jun 18

ASM: Prolonged Chip Tightness Expectations Will Test High-Flying Stock Price

Analysts have raised their average price target for ASM International to €1,200 from €950, citing expectations of prolonged tightness in chip supply and viewing the company as a key way to gain exposure to advanced logic capital spending, with additional company specific catalysts ahead. Analyst Commentary Recent Street research on ASM International highlights confidence in the company as a way to gain exposure to advanced logic spending, while also flagging areas where execution or growth could face pressure.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
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Nieuw narratief • 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.

Winst- en omzetgroeiprognoses

ENXTAM:ASM - Toekomstschattingen van analisten en financiële gegevens uit het verleden (EUR Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20285,6391,5301,2611,59416
12/31/20274,8811,3321,1411,48817
12/31/20264,0131,0697991,05815
3/31/20263,197991282758N/A
12/31/20253,1737245931,061N/A
9/30/20253,2847837481,162N/A
6/30/20253,2625277571,145N/A
3/31/20253,1334847371,102N/A
12/31/20242,933686536898N/A
9/30/20242,757551487798N/A
6/30/20242,600553369711N/A
3/31/20242,563545328668N/A
12/31/20232,634752419736N/A
9/30/20232,726898364674N/A
6/30/20232,714618365621N/A
3/31/20232,604627388601N/A
12/31/20222,411389333541N/A
9/30/20222,178287300502N/A
6/30/20222,001567278468N/A
3/31/20221,853515236416N/A
12/31/20211,730495224381N/A
9/30/20211,585439261412N/A
6/30/20211,467368194343N/A
3/31/20211,397334147298N/A
12/31/20201,328285102264N/A
9/30/20201,382311235378N/A
6/30/20201,339306289420N/A
3/31/20201,360354396518N/A
12/31/20191,284329N/A489N/A
9/30/20191,138268N/A373N/A
6/30/20191,063254N/A294N/A
3/31/2019908192N/A155N/A
12/31/2018818157N/A137N/A
9/30/2018751334N/A74N/A
6/30/2018734332N/A102N/A
3/31/2018740427N/A116N/A
12/31/2017737452N/A116N/A
9/30/2017722294N/A115N/A
6/30/2017688289N/A102N/A
3/31/2017612171N/A118N/A
12/31/2016598135N/A91N/A
9/30/201657085N/A102N/A
6/30/201658895N/A146N/A
3/31/2016650101N/A139N/A
12/31/2015670157N/A175N/A
9/30/2015649168N/A157N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei ASM ( 13.8% per jaar) ligt boven de spaarquote ( 2.1% ).

Winst versus markt: De winst van ASM ( 13.8% per jaar) zal naar verwachting langzamer groeien dan de markt Dutch ( 16.4% per jaar).

Hoge groeiwinsten: De winst van ASM zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van ASM ( 16.7% per jaar) zal naar verwachting sneller groeien dan de markt Dutch ( 10.6% per jaar).

Hoge groei-inkomsten: De omzet van ASM ( 16.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen ASM zal naar verwachting over 3 jaar hoog zijn ( 24.4 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/28 14:13
Aandelenkoers aan het einde van de dag2026/07/28 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

ASM International NV wordt gevolgd door 34 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
James FontanelliArete Research Services LLP
Simon Alexander ColesBarclays
Keagan Bryce-BorthwickBarclays