ASMLASML
About: ASML is the leader in photolithography systems used in the manufacturing of 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: 42,713
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
55% more repeat investments, than reductions
Existing positions increased: 681 | Existing positions reduced: 439
46% more first-time investments, than exits
New positions opened: 259 | Existing positions closed: 178
2% more funds holding
Funds holding: 1,510 [Q3] → 1,541 (+31) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 40 [Q3] → 40 (+0) [Q4]
1.03% less ownership
Funds ownership: 18.64% [Q3] → 17.61% (-1.03%) [Q4]
21% less capital invested
Capital invested by funds: $61.5B [Q3] → $48.8B (-$12.7B) [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
JP Morgan Sandeep Deshpande 67% 1-year accuracy 4 / 6 met price target | 49%upside $1,100 | Overweight Maintained | 30 Jan 2025 |
Wells Fargo Joseph Quatrochi 61% 1-year accuracy 14 / 23 met price target | 17%upside $860 | Overweight Maintained | 13 Jan 2025 |
Bernstein Sara Russo 33% 1-year accuracy 2 / 6 met price target | 4%upside $767 | Outperform Maintained | 29 Nov 2024 |
Financial journalist opinion
Based on 92 articles about ASML published over the past 30 days
