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: 43,789
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
79% more repeat investments, than reductions
Existing positions increased: 747 | Existing positions reduced: 418
2.48% less ownership
Funds ownership: 21.12% [Q2] → 18.64% (-2.48%) [Q3]
4% less funds holding
Funds holding: 1,578 [Q2] → 1,507 (-71) [Q3]
26% less first-time investments, than exits
New positions opened: 136 | Existing positions closed: 183
28% less capital invested
Capital invested by funds: $85.4B [Q2] → $61.5B (-$23.9B) [Q3]
34% less funds holding in top 10
Funds holding in top 10: 61 [Q2] → 40 (-21) [Q3]
40% less call options, than puts
Call options by funds: $2.03B | Put options by funds: $3.36B
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Wells Fargo Joseph Quatrochi 57% 1-year accuracy 13 / 23 met price target | 14%upside $860 | Overweight Maintained | 13 Jan 2025 |
Bernstein Sara Russo 33% 1-year accuracy 2 / 6 met price target | 1%upside $767 | Outperform Maintained | 29 Nov 2024 |
Financial journalist opinion
Based on 317 articles about ASML published over the past 30 days
