Most probably, this phrase from $ASML (ASML Holding NV) 's investor call caused the roughly 15% dip π in stock price this week. Is this dip worth buying? π
"In summary, while the longer-term trends are still very strong and positive, the developments over the past few months combined with customer specific circumstances has led to a reduced growth curve in 2025 and an overall reduction of our lithography demand."
In my interpretation, yes! $ASML has evidently become more attractive. The fact that Management has cautiously modified its outlook on coming business should not hide the fact, that $ASML has been faithfully delivering on their forecasted results. πΈ Even better, they have been regularly creating surprises π― in reporting better than planned results since 2020.
This shows that $ASML 's management is worth our trust and that we may take the further outlook as a solid base for our evaluation.
If we stick with the current P/E valorization and extrapolate it to expected earnings, it is logical to conclude on an 20β30% upside potential of $AMSL price within the next year. Furthermore, it is not excluded that the market comes to recall $AMSL's quite unique position in the supply chain for semiconductors and values its AI fuelled growth potential at a more generous P/E ratio.
Sure, the market of chipmakers is a cyclical one. In formulating the reserve for 2025, $AMSL's management has done what was necessary to have the share price adjusted. I value this step as trust building. Consequently, I am investing in $ASML: First cautiously to watch the momentum grow. If my anticipation is right, I will put more funds into this position.
I hope your weekend gets off to a good start!... Show More
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Thu Dec 11 2025 18:01:08 GMT+0000 (Coordinated Universal Time)
