BAycicek
Netherlands
Edited
πŸš€ π˜Όπ™Žπ™ˆπ™‡ π™Žπ™©π™€π™˜π™  𝙐π™₯π™™π™–π™©π™š: π™‰π™–π™«π™žπ™œπ™–π™©π™žπ™£π™œ π™Šπ™˜π™©π™€π™—π™šπ™§β€™π™¨ π˜Ύπ™π™–π™‘π™‘π™šπ™£π™œπ™šπ™¨: ✨ π˜Όπ™Žπ™ˆπ™‡ π™π™–π™˜π™šπ™¨ π™Žπ™šπ™©π™—π™–π™˜π™ π™¨ π˜Ώπ™šπ™¨π™₯π™žπ™©π™š π˜Όπ™„ π˜½π™€π™€π™’: October proved tough for ASML as its stock lost 17%, diverging from the general gains seen in the AI sector. A disappointing earnings report and lowered future guidance contributed to this decline, despite ongoing strength in AI-related demand. π™ŒπŸ― π™‹π™šπ™§π™›π™€π™§π™’π™–π™£π™˜π™š π™„π™£π™¨π™žπ™œπ™π™©π™¨: β€’ Revenue of €7.47 billion, marking a 12% increase year-over-year. β€’ Earnings per share rose from €4.81 to €5.28. β€’ However, new bookings were only $ 2.6 billionβ€”half of what analysts expected, signaling weaker demand, particularly from China. π™ˆπ™–π™§π™ π™šπ™© 𝙄𝙒π™₯π™‘π™žπ™˜π™–π™©π™žπ™€π™£π™¨: β€’ ASML’s results are particularly significant as it leads in lithography equipment and is pivotal to the semiconductor industry. β€’ The lower bookings and cautious 2025 revenue guidance, now adjusted to the lower end of €30 billion to €35 billion, reflect broader industry hesitations and a slower recovery pace. π™‡π™€π™€π™ π™žπ™£π™œ π˜Όπ™π™šπ™–π™™: β€’ While the current slowdown is seen as a temporary delay, with some orders pushed to 2026, the overall outlook for ASML remains positive. The company anticipates benefiting from the CHIPS Act and inherent sector growth. 🌟 Despite the temporary challenges, ASML’s foundational role in chip manufacturing and strong AI-related prospects present potential for recovery and growth. Investors might view the recent dip as a buying opportunity in anticipation of long-term gains. Stay tuned for more updates and strategic insights as we navigate through these market fluctuations together! My profile: @BAycicek Source: www.fool.com/investing/2024/11/04/why-asml-stock-lost-17-in-october/#:~:text=NASDAQ%3A%20ASML&text=The%20news%20threw%20cold%20water,finished%20the%20month%20down%2017%25. $NSDQ100 $SPX500 $BTC $NL25 $GER40 $TSLA (Tesla Motors, Inc.) $AMZN (Amazon.com Inc) $NVDA (NVIDIA Corporation) $TSLA $SMCI (Super Micro Computer, Inc)
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