ASML News and Press, ASML Holding N.V. From 04/09/24

2024-04-09 05:15:00 ET Summary We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by...

2024-04-09 05:10:00 ET ASML (NASDAQ: ASML) and Lam Research (NASDAQ: LRCX) are two of the world's top semiconductor equipment makers. ASML is the world's largest producer of lithography systems, which are used to optically etch circuit patterns onto silicon wafers. It's also...

2024-04-09 03:57:49 ET Summary Lam Research's position in the semi-cap during a memory rebound cycle should support outperformance in 2024, in my opinion. Memory makes up a noteworthy portion of Lam's total revenue, at 48% in its December quarter. Lam's stock has already outpe...

2024-04-08 10:41:25 ET More on Applied Materials Added Applied Materials To Our Model Portfolio (Technical Analysis) Applied Materials, Inc. (AMAT) Morgan Stanley Technology, Media & Telecom Conference (Transcript) Applied Materials' WFE Market Share Plummets 5% ...

2024-04-07 10:00:00 ET Semiconductor equipment giant ASML Holding (NASDAQ: ASML) has stitched together impressive gains on the stock market so far this year, appreciating by nearly 28% as of this writing, and the company's fourth-quarter 2023 results played a key role in driving tha...

2024-04-07 09:05:08 ET Share prices of ASML (NASDAQ: ASML) have surged to new highs this year, as the growth outlook for the semiconductor industry improves. JPMorgan analyst Sandeep Deshpande maintained an overweight (buy) rating on the stock with a $1,200 price target. Tha...

2024-04-06 05:20:00 ET Admittedly, ASML (NASDAQ: ASML) may seem too low profile to become a top artificial intelligence (AI) pick. As an equipment supplier, only fab companies deal with it directly. As a result, it is lesser known, even billing itself as the "most important tech com...

2024-04-05 10:57:34 ET Summary ASML entered 2024 with strong momentum off the back of record Chinese demand to front-run US sanctions. End market inventory levels and fab utilization rates are recovering, stoking strong demand for ASML. Geopolitical tensions and a potential Ta...

2024-04-04 17:22:22 ET Rising 41% over the last year, ultraviolet lithography manufacturer ASML 's (NASDAQ: ASML) stock has continued an incredible run, with its stock price up more than tenfold since 2014. Using ultraviolet light to etch nanoscopic patterns onto silicon wafers ...

2024-04-04 11:11:08 ET More on ASML Holding ASML Holding: More HBM Equals More EUV ASML: Don't Be Fooled Into Buying Its Overvalued Shares Now ASML: Momentum Waning, This GRANOLAS Stock Is Back Near Value Look beyond the Magnificent 7 to the GRANOLAS - Goldma...