ASML Has Near-Term Questions to Answer -- Market Talk

Dow Jones11-18

0958 GMT - ASML Holding has questions to answer on the composition of its customer base and how it expects to grow in the next few years, Barclays Capital analysts write in a note to clients. The Dutch semiconductor-equipment maker largely allayed long-term growth concerns at its investor day last week. However, the analysts point to worries that orders could be increasingly centering around two customers for longer than just 2025. They say it will be hard for those customers to shoulder the burden of orders for ASML to beat 2026 consensus. ASML shares trade 2.4% lower at 620.00 euros. (mauro.orru@wsj.com)

(END) Dow Jones Newswires

November 18, 2024 04:59 ET (09:59 GMT)

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They say it will be hard for those customers to shoulder the burden of orders for ASML to beat 2026 consensus. ASML shares trade 2.4% lower at 620.00 euros. 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