ASML Holding N.V. Stock News

AMD's Q3 earnings report on October 29th is crucial, especially after ASML's disappointing results, which impacted the semiconductor market. Despite ASML's challenges, AMD's role as a chip designer and its diversified revenue base set it apart, suggesting different growth prospects. AMD is expected to show healthy growth with EPS up 30% YoY and revenues up 15.72% YoY, making it a potentially at...

After the recent earnings reports, the choice is clear.

ASML's projected 2025 revenue is $31.5 billion, factoring in reduced China demand. It has a strong 28% profit margin. In Q3 2024, EUV systems contributed 35% of sales, up from 31% in Q2, showing strong demand. Despite short-term volatility and lower net bookings, long-term demand from AI, 5G, and HPC markets remains robust.

The semiconductor industry is recovering from a cyclical downturn, and these two companies stand to benefit.

ASML's disastrous Q3 earnings torpedoed investor sentiments, but there's a silver lining. ASML's $700 support level has held on firmly, as it's critical for sustaining buying optimism and dip-buying sentiments. Geopolitical uncertainties and declining net bookings have weakened the market's bullish sentiments, but the market isn't dumb.

The semiconductor supplier is experiencing a decline in cash flow from operations, but there is a good reason for that trend.

We've also got a look at genetic testing company 23andMe.

Chief executive Christophe Fouquet of ASML Holding NV (NASDAQ:ASML), the world leader in semiconductor manufacturing equipment, has suggested stricter controls on the export of its technology to China could be on the agenda. At the behest of the US government, the Dutch government recently barred ASML from shipping its deep ultraviolet (DUV) lithography machines to China.