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: 686 | Existing positions reduced: 444
51% more first-time investments, than exits
New positions opened: 271 | Existing positions closed: 180
3% more funds holding
Funds holding: 1,512 [Q3] → 1,564 (+52) [Q4]
3% more funds holding in top 10
Funds holding in top 10: 40 [Q3] → 41 (+1) [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
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
JP Morgan Sandeep Deshpande 50% 1-year accuracy 3 / 6 met price target | 63%upside $1,100 | Overweight Maintained | 30 Jan 2025 |
Wells Fargo Joseph Quatrochi 41% 1-year accuracy 9 / 22 met price target | 27%upside $860 | Overweight Maintained | 13 Jan 2025 |
Financial journalist opinion
Based on 39 articles about ASML published over the past 30 days
