ASM International (ASM) Aktievy
ASM International NV, tillsammans med sina dotterbolag, bedriver forskning, utveckling, tillverkning, marknadsföring och service av utrustning och material som används för att producera halvledarkomponenter i Europa, USA och Asien. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
ASM Community Fair Values
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Analyst Price Targets
ASM International NV Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | €902.60 |
| 52 veckors högsta | €1,092.50 |
| 52 veckors lägsta | €400.00 |
| Beta | 1.55 |
| 1 månads förändring | -15.37% |
| 3 månaders förändring | 7.76% |
| 1 års förändring | 79.30% |
| 3 års förändring | 136.38% |
| 5 års förändring | 204.73% |
| Förändring sedan börsintroduktionen | 10,688.28% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Aktieägarnas avkastning
| ASM | NL Semiconductor | NL Marknad | |
|---|---|---|---|
| 7D | -2.7% | -3.5% | -0.6% |
| 1Y | 79.3% | 120.0% | 37.6% |
Avkastning vs industri: ASM presterade sämre än Dutch Semiconductor branschen som gav 120 % under det senaste året.
Avkastning vs Marknaden: ASM översteg Dutch marknaden som gav 37.6 % under det senaste året.
Prisvolatilitet
| ASM volatility | |
|---|---|
| ASM Average Weekly Movement | 7.3% |
| Semiconductor Industry Average Movement | 10.0% |
| Market Average Movement | 4.2% |
| 10% most volatile stocks in NL Market | 7.6% |
| 10% least volatile stocks in NL Market | 2.2% |
Stabil aktiekurs: ASM s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för Dutch.
Volatilitet över tid: ASM s veckovolatilitet ( 7% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av Dutch aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1968 | 4,504 | Hichem M'Saad | www.asm.com |
ASM International NV, tillsammans med sina dotterbolag, bedriver forskning, utveckling, tillverkning, marknadsföring och service av utrustning och material som används för att producera halvledarkomponenter i Europa, USA och Asien. Bolagets produkter omfattar system för deponering av atomlager (ALD), epitaxi, kiselkarbid, plasmaförstärkt kemisk ångdeponering (PECVD) och vertikala ugnssystem, inklusive produkter för kemisk ångdeponering vid lågt tryck (LPCVD), diffusion och oxidation, samt reservdelar och supporttjänster. Företaget tillverkar och säljer också utrustning som används vid waferbearbetning, vilket omfattar de tillverkningssteg där kiselskivor förses med halvledarkomponenter.
ASM International NV Sammanfattning av grunderna
| ASM grundläggande statistik | |
|---|---|
| Börsvärde | €41.89b |
| Vinst(TTM) | €991.10m |
| Intäkter(TTM) | €3.20b |
44.5x
P/E-förhållande13.8x
P/S-förhållandeÄr ASM övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ASM resultaträkning (TTM) | |
|---|---|
| Intäkter | €3.20b |
| Kostnad för intäkter | €1.54b |
| Bruttovinst | €1.66b |
| Övriga kostnader | €664.50m |
| Intäkter | €991.10m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Jul 28, 2026
| Vinst per aktie (EPS) | 20.27 |
| Bruttomarginal | 51.79% |
| Nettovinstmarginal | 31.01% |
| Skuld/egenkapitalförhållande | 0% |
Hur har ASM utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.4%
Aktuell utdelningsavkastning16%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/21 22:09 |
| Aktiekurs vid dagens slut | 2026/07/21 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
ASM International NV bevakas av 34 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Simon Alexander Coles | Barclays |
| Keagan Bryce-Borthwick | Barclays |