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ASML / ASML: The Semiconductor Cycle Is Near Bottom - Buy This Dip Aggressively

ASML: The Semiconductor Cycle Is Near Bottom - Buy This Dip Aggressively
ASML's sluggish stock movement presents a great opportunity for investors looking to dollar cost average, significantly aided by TSM's commentary on the near bottoming of the semiconductor market. Despite the market noise surrounding Canon's potential, we believe that ASML may still retain its 20Y moat, thanks to its intensified R&D efforts thus far. The management still projects a bullish top-line CAGR of +14.2% through FY2030 at €60B, with the base case still offering an excellent CAGR of +12% at €52B. Read More
Posted: Oct 21 2023, 12:00
Author Name: Seeking Alpha
Views: 092090

ASML News  

Canon's Nanoimprint Lithography: Finally An ASML Competitor At The 5nm Node

By Seeking Alpha
November 1, 2023

Canon's Nanoimprint Lithography: Finally An ASML Competitor At The 5nm Node

Canon launched its Nanoimprint Lithography semiconductor manufacturing equipment, which has the potential to compete with ASML's EUV technology curren more_horizontal

Could ASML Stock Help You Retire A Millionaire?

By The Motley Fool
October 30, 2023

Could ASML Stock Help You Retire A Millionaire?

ASML stock has generated 15-bagger gains since 2010. Despite some near-term challenges, the company should remain a linchpin of the growing semiconduc more_horizontal

Is Trending Stock ASML Holding N.V. (ASML) a Buy Now?

By Zacks Investment Research
October 27, 2023

Is Trending Stock ASML Holding N.V. (ASML) a Buy Now?

Recently, Zacks.com users have been paying close attention to ASML (ASML). This makes it worthwhile to examine what the stock has in store. more_horizontal

Is ASML Stock a Buy Now?

By The Motley Fool
October 26, 2023

Is ASML Stock a Buy Now?

ASML anticipates a major slowdown in its revenue growth next year. The company, however, could turn in a stronger-than-expected performance thanks to more_horizontal

3 Fabulous AI Stocks to Triple Your Returns

By InvestorPlace
October 25, 2023

3 Fabulous AI Stocks to Triple Your Returns

Artificial intelligence ( AI ) is changing everything. The debut of the generative AI chatbot ChatGPT last November set in motion a dramatic realignme more_horizontal

Better Semiconductor Stock: ASML vs. TSMC

By The Motley Fool
October 24, 2023

Better Semiconductor Stock: ASML vs. TSMC

ASML expects its sales growth to flatline in 2024. TSMC believes its growth will accelerate as the semiconductor market warms up. more_horizontal

ASML: Still Dominant In The Lithography Market

By Seeking Alpha
October 24, 2023

ASML: Still Dominant In The Lithography Market

ASML's export restrictions on DUV equipment sales to China may have a minor long-term impact on revenues, but its competitiveness is unlikely to be si more_horizontal

ASML: The Semiconductor Cycle Is Near Bottom - Buy This Dip Aggressively

By Seeking Alpha
October 21, 2023

ASML: The Semiconductor Cycle Is Near Bottom - Buy This Dip Aggressively

ASML's sluggish stock movement presents a great opportunity for investors looking to dollar cost average, significantly aided by TSM's commentary on t more_horizontal


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