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Aandeel ASML Holding NL0010273215

Laatste koers (eur) Verschil Volume
680,600   -3,100   (-0,45%) Dagrange 671,700 - 688,000 171.083   Gem. (3M) 873,8K

ASML 2025

13.581 Posts
Pagina: «« 1 ... 558 559 560 561 562 ... 680 »» | Laatste | Omlaag ↓
  1. Politano 15 april 2025 14:31
    De lichte terugval in de koers vandaag is niet verrassend, gezien de spanning richting de cijfers van morgen en het rentebesluit van de ECB op donderdag. Wat me wél opvalt, is dat we ondanks die onzekerheid niet in het rood staan. Zelf verwacht ik prima cijfers morgen.

    Voor wie hoopt op een instap rond de €550–€570: succes ermee, maar ik vraag me af of we die niveaus nog gaan aantikken. Wat mij betreft is ASML op dit moment flink ondergewaardeerd. Als alles meezit, zie ik morgen een koers ergens tussen de €630 en €680 — tenzij Trump weer iets onverwachts uit zijn hoge hoed tovert.
  2. forum rang 8 Hopper58 15 april 2025 14:39
    quote:

    BassieNL schreef op 15 april 2025 13:26:

    [...]
    Dank je!

    Enig idee wat de consensus is? Wat zeggen de experts?
    ASML Expected to Show Optimism on Sales Guidance -- Earnings Preview
    Published: April 15, 2025 at 5:25?a.m. ET

    By Mauro Orru

    ASML Holding is scheduled to report results for the first quarter on Wednesday. Here is what you need to know:

    ORDERS FORECAST: The Dutch semiconductor-equipment maker is expected to report orders of 4.84 billion euros ($5.49 billion), according to consensus estimates by Visible Alpha. The forecast is above orders of 3.61 billion euros that ASML reported a year earlier, but below the 7.09 billion euro figure from the fourth quarter of 2024.

    ASML's orders can fluctuate significantly between quarters as they are heavily influenced by how much chip makers are willing to spend based on the demand trends they expect. The company said earlier this year that it would stop reporting quarterly orders as of 2026 because the metric doesn't necessarily reflect business momentum.

    ASML's extreme ultraviolet lithography systems--used to print the most intricate layers on chips--should contribute 1.58 billion euros in orders.

    SALES FORECAST: ASML should post quarterly sales of nearly 7.77 billion euros, according to the consensus, above the 5.29 billion euro figure from a year earlier and within a company guidance range between 7.5 billion euros and 8 billion euros.

    GROSS PROFIT FORECAST: Gross profit--a closely watched metric for companies operating in the semiconductor industry--should come in at 4.09 billion euros, according to the consensus, above the 2.70 billion euros that ASML reported a year earlier. ASML's gross margin is expected to have increased to 52.6% from 51%, within company guidance of between 52% and 53%.

    NET PROFIT FORECAST: Net profit should amount to 2.28 billion euros compared with 1.22 billion euros in the same period a year earlier.

    ASML shares have fallen more than 30% over the past 12 months. The company has been navigating uneven demand trends: Strong appetite for artificial-intelligence chips stands in stark contrast with sluggish demand for legacy semiconductors found in cars, smartphones, laptops and other devices. ASML in October cut its sales forecasts for 2025, saying some areas of the semiconductor industry aside from AI were taking longer than expected to recover.

    Meanwhile, Chinese artificial-intelligence company DeepSeek developed AI models that nearly matched American rivals despite using inferior chips, raising questions about the need to spend huge sums on advanced gear to develop powerful AI models.

    WHAT TO WATCH:

    --GUIDANCE: Analysts and investors will be on the lookout for any remarks from ASML management about its 2025 and 2030 guidance. The company is forecasting between 30 billion and 35 billion euros in sales this year, a range that ASML expects to grow to between roughly 44 billion and 60 billion euros in 2030.

    Jefferies analysts wrote in a note to clients that the company could be somewhat optimistic about its 2025 outlook, with sales likely to be in the middle to upper half of the guidance range. However, commentary is likely to be toned down compared to the fourth quarter due to a weakening macroeconomic environment and uncertainty about the strength of the AI supply chain, they said.

    --TARIFFS: The chip industry faces a reckoning with President Trump's erratic tariff policies that could weigh on the sector's recovery. Smartphones, computers, memory chips and several other categories of products will be exempt from sweeping tariffs imposed earlier this month. However, Commerce Secretary Howard Lutnick said many tech products will still face separate levies in a month or two as part of an investigation into semiconductors.

    Any disruption and uncertainty from tariffs could usher in even weaker demand for legacy chips, weigh on the AI supply chain, and push the sector into a sharper decline, Jefferies analysts said. Tariffs could lead to higher prices for products that rely on semiconductors like cars, smartphones, laptops, AI servers and industrial products, and give way to softening demand in the U.S., the analysts said.

    www.marketwatch.com/story/asml-expect...
  3. forum rang 10 voda 15 april 2025 15:22
    Beursblik: outlook ASML in het vizier
    15-apr-2025 15:18

    Analisten twijfelen niet aan haalbaarheid outlook eerste kwartaal.

    (ABM FN-Dow Jones) ASML komt woensdag met een update over het eerste kwartaal, en zoals gebruikelijk zijn er weinig zorgen onder analisten of de outlook wordt gehaald. Met een steeds fellere handelsoorlog zal de aandacht van beleggers meer dan ooit uitgaan naar de verwachtingen die de Veldhovense toeleverancier zal presenteren.

    ASML meldde bij de jaarcijfers dat het voor de eerste drie maanden van dit jaar uitgaat van een omzet van 7,5 tot 8,0 miljard euro met een brutomarge van 52 tot 53 procent.

    Volgens de analisten die bijdroegen aan de consensus van Visible Alpha wordt dit geen probleem. Zij voorzien een omzet van 7,75 miljard euro met een marge van 52,0 procent.

    In het vierde kwartaal overtrof ASML de eigen outlook ruimschoots. ASML boekte een recordomzet van 9,3 miljard euro en voor 7,1 miljard euro aan orders, waarvan 3,0 miljard euro voor EUV. De brutomarge bedroeg 51,7 procent.

    ASML zei er vanuit te gaan dat er een flinke hoeveelheid orders voor zijn nieuwe 2 nanometer EUV-chipmachines in de eerste helft van dit jaar wordt ontvangen, gezien de plannen om deze productie in 2026 sterk op te schalen, zo zei CFO Roger Dassen van ASML in een toelichting op de cijfers over het vierde kwartaal.

    Voor het lopende tweede kwartaal mikken de analisten op een omzet van 7,77 miljard euro met een brutomarge van 52,3 procent.

    Outlook

    Voor 2025 rekent ASML sinds oktober op een omzet van 30 tot 35 miljard euro en een brutomarge van 51 tot 53 procent.

    Om de outlook voor dit jaar te halen, berekende Bank of America dat ASML 6,8 miljard euro aan orders voor DUV-machines nodig heeft. ASML is volgens de eigen CFO namelijk voor EUV-systemen al 'uitverkocht' om het middenpunt van deze outlook te halen.

    Het Veldhovense bedrijf verwacht in 2030 een omzet van 44 miljard tot 60 miljard euro te realiseren met een brutomarge van 56 tot 60 procent.

    Door: ABM Financial News.
  4. forum rang 8 Hopper58 15 april 2025 15:44
    GOP Senators Go to War Over AI Chips: Will Washington Hand China the Upper Hand?
    A new Biden rule has sparked a fierce Republican backlash--and U.S. chip giants are caught in the crossfire

    Khac Phu Nguyen
    Apr. 15, 2025 at 10:18 a.m. ET

    Seven Republican senators just fired a warning shot at the Biden administration—and U.S. chipmakers like Nvidia (NVDA, Financial) should be paying close attention. In a letter sent Friday and released Monday, the senators urged Commerce Secretary Howard Lutnick to immediately withdraw a sweeping export restriction on AI chips set to kick in May 15. Their argument? The rule, meant to block China, could backfire hard—crippling American innovation, stalling global deals, and driving U.S. partners into Beijing's arms. “Every day this rule remains in place,” they wrote, “American companies face mounting uncertainty, stalled investments, and the risk of losing critical global partnerships.”

    The heart of the issue lies in a three-tier system that gives just 18 countries smooth access to U.S. AI technology—while leaving most allies like Israel stuck in red tape purgatory. The rule limits who can buy what, adds strict licensing hurdles, and, critics argue, creates so much friction that Tier 2 nations may look elsewhere. Translation? They'll turn to China's “unregulated cheap substitutes.” And once those doors close, American firms may never win them back.

    What we're seeing here isn't just policy tug-of-war—it's a full-blown fracture inside Washington. On one side: national security hawks demanding hard lines. On the other: free-market conservatives warning that overplaying the hand could choke U.S. dominance in the hottest tech race of our time. The clock's ticking. And if the rule takes effect unchanged, U.S. chipmakers could be the ones left holding the bag.

    www.gurufocus.com/news/2779868/gop-se...
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