ASM International (ASM) Hisse Özeti
ASM International NV, iştirakleriyle birlikte Avrupa, Amerika Birleşik Devletleri ve Asya'da yarı iletken cihazların üretiminde kullanılan ekipman ve malzemelerin araştırılması, geliştirilmesi, üretimi, pazarlanması ve servisi ile ilgilenmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
ASM Community Fair Values
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Analyst Price Targets
ASM International NV Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | €898.40 |
| 52 Haftanın En Yüksek Seviyesi | €919.40 |
| 52 Haftanın En Düşük Seviyesi | €400.00 |
| Beta | 1.53 |
| 1 Aylık Değişim | 8.16% |
| 3 Aylık Değişim | 27.51% |
| 1 Yıllık Değişim | 87.32% |
| 3 Yıllık Değişim | 125.87% |
| 5 Yıllık Değişim | 237.36% |
| Halka arzdan bu yana değişim | 10,638.08% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Recent updates
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Hissedar Getirileri
| ASM | NL Semiconductor | NL Pazar | |
|---|---|---|---|
| 7D | -0.3% | 0.3% | -0.9% |
| 1Y | 87.3% | 122.4% | 30.3% |
Getiri vs. Endüstri: ASM geçen yıl % 122.4 oranında getiri sağlayan Dutch Semiconductor sektörünün gerisinde kaldı.
Getiri vs Piyasa: ASM geçen yıl % 30.3 oranında getiri sağlayan Dutch Piyasasını aştı.
Fiyat Oynaklığı
| ASM volatility | |
|---|---|
| ASM Average Weekly Movement | 6.8% |
| Semiconductor Industry Average Movement | 10.3% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in NL Market | 7.8% |
| 10% least volatile stocks in NL Market | 2.7% |
İstikrarlı Hisse Senedi Fiyatı: ASM hisse senedi fiyatı, son 3 ayda Dutch piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: ASM 'nin haftalık oynaklığı ( 7% ) geçen yıl boyunca sabit kaldı, ancak hala Dutch hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1968 | 4,504 | Hichem M'Saad | www.asm.com |
ASM International NV, iştirakleriyle birlikte, Avrupa, Amerika Birleşik Devletleri ve Asya'da yarı iletken aygıtlar üretmek için kullanılan ekipman ve malzemelerin araştırılması, geliştirilmesi, üretimi, pazarlanması ve servisi ile ilgilenmektedir. Şirketin ürünleri arasında atomik katman biriktirme (ALD) için gofret işleme biriktirme sistemleri; epitaksi; silikon karbür; plazma ile geliştirilmiş kimyasal buhar biriktirme (PECVD); ve düşük basınçlı kimyasal buhar biriktirme (LPCVD), difüzyon ve oksidasyon ürünleri de dahil olmak üzere dikey fırın sistemleri ile yedek parça ve destek hizmetleri bulunmaktadır. Ayrıca, silikon gofretlerin yarı iletken cihazlarla katmanlandığı üretim adımlarını kapsayan gofret işlemede kullanılan ekipmanlar üretmekte ve satmaktadır.
ASM International NV Temel Bilgiler Özeti
| ASM temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | €43.92b |
| Kazançlar(TTM) | €991.10m |
| Gelir(TTM) | €3.20b |
44.3x
F/K Oranı13.7x
P/S OranıASM aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ASM gelir tablosu (TTM) | |
|---|---|
| Gelir | €3.20b |
| Gelir Maliyeti | €1.54b |
| Brüt Kâr | €1.66b |
| Diğer Giderler | €664.50m |
| Kazançlar | €991.10m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Jul 28, 2026
| Hisse başına kazanç (EPS) | 20.27 |
| Brüt Marj | 51.79% |
| Net Kâr Marjı | 31.01% |
| Borç/Özkaynak Oranı | 0% |
ASM uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.4%
Mevcut Temettü Verimi16%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/31 18:50 |
| Gün Sonu Hisse Fiyatı | 2026/05/29 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
ASM International NV 35 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Simon Alexander Coles | Barclays |
| Keagan Bryce-Borthwick | Barclays |