ASML: Strong Results, It's A Buy
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ASML Holding N.V. reported strong Q4 earnings with 28% sales growth, driven by new system sales and high-margin service revenues. Its monopoly in EUV lithography and industry tailwinds from AI, IoT, and data center expansions position it for future growth. Despite risks like the Taiwan conflict, ASML's valuation is attractive.
January 29, 2025 | 5:30 pm
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ASML Holding N.V. reported strong Q4 earnings, beating estimates with 28% sales growth. Its monopoly in EUV lithography and industry tailwinds from AI, IoT, and data center expansions position it for significant future growth. The stock is trading at a high-20s earnings multiple, below its 10-year median of 35, making it an attractive buy despite potential risks like the Taiwan conflict.
ASML's strong earnings report and sales growth highlight its robust market position and future growth potential. Its monopoly in EUV lithography and favorable industry trends in AI, IoT, and data centers are significant growth drivers. The stock's current valuation is attractive compared to its historical average, suggesting potential upside. However, geopolitical risks like the Taiwan conflict could pose challenges.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100