Asml today
As of 01.29.2025 21:00
- 52-week range
- $ 645.45
▼
$ 1110.09
- Dividend yield
- 0.78%
- P/e ratio.
- 37.31
- Value is valuable
- $ 946.60
One giant chips industry I just published financial results that have helped to soften the fears of many when it comes to investing artificial intelligence. This company is ASML NASDAQ: AsmlDutch manufacturer of equipment, vital for the semiconductor industry. ASML shares fell by almost 6% on January 27 after the news about the Chinese company Deepseek became widely public. The report that the company has built a model of AI with an open source, competing with ChatGPT, have sent many chips for $ 6 million. By January 29, ASML restored about half of this loss.
Below I describe in detail the important news from ASML earnings. I will provide updated prospects for promotions and break how the results of ASML affect a wider industrial industry industry. I will also share why ASML leaders consider the achievements of Deepseek as an opportunity, not a risk.
ASML: AI controls high demand for lithographic equipment
ASML has obtained more than $ 275 billion in market capitalization due to its deterioration in advanced lithographic equipment. This equipment is necessary for chip manufacturers such as Taiwan Semiconductor Manuafacturing NYSE: TSMThis field allows them to produce the most advanced chips in the world. When it comes to the most advanced lithographic equipment, ASML has almost a monopoly. Thus, the demand for extremal lithographic machines ASML (EUV) is a leading indicator of demand for AI chips.
ASML gave both strong reverse results and promising results. In the fourth quarter, the company surpassed estimates of both sales and adjusted profit per share (EPS) by almost 3%. During the full 2024, sales have grown a little since 2023. However, among the most important reports, the company’s net reservations were received. Pure orders submit orders received by the companies, the indicator of the future income. Companies such as ASML, in fact, cannot recognize these orders as income until they deliver equipment. Pure orders increased by 169% from the third quarter to almost 7.1 billion euros. It was about twice as much as analysts expected.
Even more interesting was the pure reservation of the company for EUV machines, the most advanced equipment. EUV reservation amounted to 3 billion euros, which more than many expected. The company said that AI continues to stimulate the demand for its equipment. ASML still supports 36 billion reservations. One analyst, according to estimates, in terms of income, which means that 2025 is completely booked, and 2026 was from 30% to 40% booked.
Key conclusions for the ASML and AI-Chip industry
There are some important conclusions from the results of ASML. They show that, at least at the moment, investments in the creation of AI chips remain strong. This is especially true when considering EUV reservation than expected, much higher than expected. Production needs these specific machines to make the most advanced AI chips. In general, strong orders of these machines are a positive indicator for areas with an artificial interface of the semiconductor industry. Nevertheless, pure reservations probably do not reflect changes in the long-term capital costs of ASML customers due to Deepseek.
ASML shares forecast today
$ 946.60
32.83% growthModerate purchase
Based on 12 analysts ratings
| High forecast | $ 1148.00 |
|---|---|
| Average forecast | $ 946.60 |
| Low forecast | $ 767.00 |
Details of ASML shares forecast
ASML Director General indirectly turned to the consequences of Deepseek in an interview with CNBC. He said: “The lower cost of AI can mean more applications. More applications mean more demand over time. We see that as an opportunity for more chips requirements. ”
However, if the industry sees that it can make capable applications for AI without the most advanced chips, the demand for lower competitors of ASML can grow. ASML is still completely dominated by its market, but this is not the only player in lithography. Canon recently sent his first Nanoimprint lithographic machine, which, as he hopes, can compete with EUV ASML cars. Manufacturers can use Canon machines to make chips using a 5-nanometer. Nevertheless, this is still less advanced than a 4-naval meter Nvidia NASDAQ: NVDA The H800 Deepseek chips were used to create their own model. In general, Canon has yet to offer ASML’s legal threat.
Asml: the still dominant name of the chip with plus
ASML still looks like it is on a solid support. For me, the consequences of Deepseek are currently neutral for shares. Given the strong results and prospects, the ASML shares can be of significant growth, since the AI revolution is moving forward and continues to develop. The pricing goals of Wall analysts are stroke, monitored by Marketbeat, See See Apmodate Bid in ASML shares more than 30% as of the market on January 29.
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