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UBS has maintained a "Neutral" rating on ASML Holding with a price target of 740 euros, citing an uncertain business outlook ahead of the upcoming quarterly figures. Analyst Francois-Xavier Bouvignies noted increasing uncertainty in demand for artificial intelligence and a deteriorating outlook for 2026, with operating earnings forecasts falling below consensus estimates.
European stock markets reached record highs on March 3, buoyed by declining inflation, which fell to 2.4% in February, and increased military spending commitments from leaders. The pan-European Stoxx 600 Index rose 1.1%, with defense stocks surging 15%, while major companies like Novo Nordisk, UBS, and ASML also saw gains. The European Central Bank is expected to announce further interest rate cuts, supporting the positive market sentiment.
Huawei has significantly increased its AI chip production yield to approximately 40%, doubling from a year ago, making its Ascend chip production line profitable for the first time. The company aims to reach a 60% yield, the industry standard, as it seeks to challenge Nvidia's dominance in China's AI chip market. Despite U.S. sanctions limiting access to advanced technology, Huawei plans to produce 100,000 910C processors and 300,000 910B chips this year.
Shutterstock, with a stock price of $31.90 and a PE ratio of 31, has recently acquired Envato, enhancing its offerings. The company is experiencing growth, particularly in its data business, which has surged 40% year-to-date, benefiting from AI licensing deals worth $238 million. As AI adoption accelerates, companies like Nvidia and Taiwan Semiconductor are positioned for significant growth, with Nvidia's stock reflecting a high PE ratio of 52 and an impressive EPS growth outlook of 48.9%.
ASML Holding reported earnings of $5.80 per share, surpassing estimates of $5.24, with quarterly revenue of $8.21 billion against a forecast of $7.66 billion. The company announced a quarterly dividend of $1.407 per share, yielding 0.80%, and has a payout ratio of 29.21%. Analysts project an EPS of 20.68 for the current year, while ASML holds a "Moderate Buy" rating with a consensus target price of $943.83.
JPMorgan Chase & Co. lowered its price target for ASML from $1,207 to $1,148, maintaining an "overweight" rating, while UBS downgraded the stock from "buy" to "neutral." ASML has an average rating of "Moderate Buy" with a consensus target price of $943.83, as three analysts hold a "hold" rating, ten a "buy," and two a "strong buy." The company recently reported earnings of $5.80 per share, exceeding estimates, and announced a quarterly dividend of $1.407, reflecting a yield of 0.79%.
Micron Technology's stock surged 2.47% in pre-market trading after securing over $6.1 billion for U.S. chip manufacturing, which is expected to create 20,000 jobs by the decade's end. The investment will fund advanced memory chip facilities in New York and Idaho, with an additional $275 million for expansion in Virginia, aimed at bolstering national security and the U.S. semiconductor supply chain. Despite recent challenges, including a pause in grant applications, Micron has a consensus price target of $145 from analysts.
ASML Holding has confirmed its revenue targets for 2025, projecting between 30 and 35 billion euros, despite stricter US export restrictions to China. The company's share price has shown resilience, recently reaching 690.20 euros, reflecting strong investor confidence in its long-term prospects. Analysts maintain varied ratings, with UBS at 'Neutral' and Bernstein Research at 'Outperform', highlighting the ongoing demand for semiconductor technology.
Intel has strengthened its board by appointing semiconductor industry leaders Eric Meurice, former CEO of ASML, and Steve Sanghi, head of Microchip Technology. This move aims to enhance the company's experience and operational vigor as it seeks a new CEO. Both will serve as independent directors.
ASML shares have plummeted 40% from their summer peak of €1,000, driven by a decline in semiconductor demand and order reductions from major clients like Samsung and TSMC. Despite slightly exceeding quarterly expectations, the company revised its 2025 sales forecast down to €30-35 billion. Technically, a close above €675 could signal a bullish turnaround, while a drop below €600 may extend the downtrend.
ASML Holding N.V.
Companies
| Symbol | ASML |
| Name | ASML Holding N.V. |
| Currency | USD |
| Sector | Information Technology |
| IndustryGroup | Semiconductors & Semiconductor Equipment |
| Industry | Semiconductors & Semiconductor Equipment |
| Market | NASDAQ Global Select |
| Country | Netherlands |
| State | |
| City | Veldhoven |
| Zipcode | 5504 DR |
| Website | http://www.asml.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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