ASML: This Rebound Play Is Just Getting Started
Portfolio Pulse from
ASML is experiencing a rebound as buyers accumulate shares following a selloff. The company's High-NA technology is beginning to impact its operations positively, though it may take time to scale. Revenue challenges in China are expected to stabilize, potentially reducing volatility through 2026.
February 05, 2025 | 3:15 pm
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ASML is rebounding from a selloff, with its High-NA technology starting to positively impact operations. Revenue challenges in China are expected to stabilize, potentially reducing volatility through 2026.
ASML's rebound is driven by increased buyer interest post-selloff and the positive impact of its High-NA technology on operations. The expected stabilization of revenue challenges in China suggests reduced volatility, which is favorable for the stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100