Prediction: ASML Will Soar Over the Next 5 Years. Here's 1 Reason Why.

Motley Fool11-18

ASML is a leading maker of vital semiconductor equipment. The company should benefit from the artificial intelligence (AI) boom. It's the only maker of EUV lithography equipment, giving ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2484620347?lang=en_US&edition=fundamental","thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F797840%2Fa-lithography-machine-making-a-semiconductor.jpg&op=resize&w=165&h=104","is_english":true,"pubTime":"2024-11-18 20:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2484620347","market":"fut","top_or_hot":-1,"title":"Prediction: ASML Will Soar Over the Next 5 Years. Here's 1 Reason Why.","media":"Motley Fool","content":"<div>\n<p>ASML is a leading maker of vital semiconductor equipment.\n\n\n\n\n\n\n\nThe company should benefit from the artificial intelligence (AI) boom.\n\n\n\n\n\n\n\nIt's the only maker of EUV lithography equipment, giving ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/18/prediction-asml-will-soar-over-the-next-5-years/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: ASML Will Soar Over the Next 5 Years. Here's 1 Reason Why.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPrediction: ASML Will Soar Over the Next 5 Years. Here's 1 Reason Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-18 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/11/18/prediction-asml-will-soar-over-the-next-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML is a leading maker of vital semiconductor equipment.\n\n\n\n\n\n\n\nThe company should benefit from the artificial intelligence (AI) boom.\n\n\n\n\n\n\n\nIt's the only maker of EUV lithography equipment, giving ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/18/prediction-asml-will-soar-over-the-next-5-years/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004445239.USD","symbol_name":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","start_time":0,"source_url":"https://www.fool.com/investing/2024/11/18/prediction-asml-will-soar-over-the-next-5-years/","article_id":"2484620347","we_media_id":null,"thumbnails":["https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F797840%2Fa-lithography-machine-making-a-semiconductor.jpg&op=resize&w=165&h=104"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2484620347","pubTimestamp":1731933120,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"ASML is a leading maker of vital semiconductor equipment.The company should benefit from the artificial intelligence  boom.If the company is able to reach the high end of that guidance, the stock should soar over the next five years. Even at the midpoint, its bottom-line margins should expand as the business scales up.Currently, the shares trade at a forward P/E of 30, which looks like a great price for a stock with a wide economic moat and a clear growth path to capitalize on the AI boom. Therefore, ASML's recent setback offers a great buying opportunity for investors.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2063271972.USD":"富兰克林创新领域基金","ASML":"阿斯麦","BK4147":"半导体设备","BK4585":"ETF&股票定投概念","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","03165":"华夏欧优股对冲","BK4588":"碎股"},"translate_title":"预测：ASML将在未来5年内飙升。这里有一个原因。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1,"03165":0.6},"content_text":"ASML is a leading maker of vital semiconductor equipment.\n\n\n\n\n\n\n\nThe company should benefit from the artificial intelligence (AI) boom.\n\n\n\n\n\n\n\nIt's the only maker of EUV lithography equipment, giving it a huge advantage. \n\nQuite a few stocks have benefited from the artificial intelligence (AI) boom, but ASML (ASML -4.95%) has been left behind recently. Shares of the leading maker of lithography equipment to manufacture semiconductors are now trading below their pandemic-era peak as a slower-than-expected rebound and a guidance cut recently sank the shares.However, the long-term picture for the stock still looks promising as the company has a formidable competitive advantage; it's the only maker of extreme ultraviolet lithography (EUV) machines, which are required to manufacture the most advanced chips.In the AI era, demand for these machines is likely to rise. Since they are very expensive, purchasing patterns tend to be cyclical and lumpy, explaining the company's recent setback.Image source: Getty Images.Tailwinds are formingWhile AI has gotten the bulk of the attention in the semiconductor industry, it's still a minority of chip production. Nonetheless, ASML expects AI to be a key driver of growth over the next years, as its customers, which include the leading foundries, will need to have state-of-the-art machines to make the most advanced chips.At its recent Investor Day conference, the company said it expects to reach annual revenue of 44 billion euros to 60 billion euros by 2030, with a gross margin of 56%-60%. That's a broad range, but at the midpoint, it implies an 11% compound annual growth rate. In addition, that gross margin is a significant improvement from the current 51%, meaning gross profit is set to more than double or increase at a compound annual rate of 13%.Is ASML a buy?If the company is able to reach the high end of that guidance, the stock should soar over the next five years. Even at the midpoint, its bottom-line margins should expand as the business scales up.Currently, the shares trade at a forward P/E of 30, which looks like a great price for a stock with a wide economic moat and a clear growth path to capitalize on the AI boom. Therefore, ASML's recent setback offers a great buying opportunity for investors.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2484620347"}