ASMLASML
About: ASML is the leader in photolithography systems used in manufacturing semiconductors. Photolithography is the process in which a light source is used to expose circuit patterns from a photo mask onto a semiconductor wafer. The latest technological advances in this segment allow chipmakers to continually increase the number of transistors on the same area of silicon, with lithography historically representing a high portion of the cost of making cutting-edge chips. ASML outsources the manufacturing of most of its parts, acting like an assembler. ASML's main clients are TSMC, Samsung, and Intel.
Employees: 44,127
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
55% more repeat investments, than reductions
Existing positions increased: 688 | Existing positions reduced: 444
53% more first-time investments, than exits
New positions opened: 273 | Existing positions closed: 179
4% more funds holding
Funds holding: 1,513 [Q3] → 1,569 (+56) [Q4]
3% more funds holding in top 10
Funds holding in top 10: 40 [Q3] → 41 (+1) [Q4]
0.69% less ownership
Funds ownership: 18.29% [Q3] → 17.6% (-0.69%) [Q4]
19% less capital invested
Capital invested by funds: $60.3B [Q3] → $48.7B (-$11.6B) [Q4]
32% less call options, than puts
Call options by funds: $2.81B | Put options by funds: $4.1B
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Wells Fargo Joseph Quatrochi 19% 1-year accuracy 4 / 21 met price target | 24%upside $840 | Overweight Maintained | 17 Apr 2025 |
Susquehanna Mehdi Hosseini 11% 1-year accuracy 4 / 38 met price target | 43%upside $965 | Positive Maintained | 17 Apr 2025 |
JP Morgan Sandeep Deshpande 33% 1-year accuracy 2 / 6 met price target | 63%upside $1,100 | Overweight Maintained | 30 Jan 2025 |
Financial journalist opinion
Based on 88 articles about ASML published over the past 30 days
