Hopper58 schreef op 11 september 2024 11:02:
Wel gek: Goldman Sachs noemt Gate-All-Around een voordeel voor ASML:
ASML Holding NV: A Strong Buy Amidst Industry Challenges and Technological Leadership
Ryan Adist
Sep 10, 2024, 10:45 PM
Goldman Sachs analyst Alexander Duval has reiterated their bullish stance on 0QB8 stock, giving a Buy rating on September 6.
Alexander Duval has given his Buy rating due to a combination of factors that underscore ASML Holding NV’s positive outlook and resilience in the face of industry challenges. Firstly, ASML’s own projections remain confident for a strong performance in 2025, with the company expecting to meet or exceed their guidance range. This optimism is based on the sustained demand for their cutting-edge technology in the semiconductor industry. Additionally, Duval believes that despite Intel’s capital expenditure reductions, ASML’s Extreme Ultraviolet (EUV) lithography systems will not suffer significantly, as the market share is likely to be redistributed to other semiconductor players.
Furthermore, ASML is not anticipated to face major additional risks concerning service restrictions in China, with the global demand for chips predicted to be the main driver for the company’s growth. There is also an expected increase in lithography intensity after the transition to Gate-All-Around technology, which should benefit ASML. Lastly, the company’s High Numerical Aperture (High NA) systems are projected to offer a compelling value proposition to customers, reinforcing ASML’s market position. These factors collectively support Duval’s Buy rating, indicating a positive long-term investment perspective on ASML Holding NV’s stock.
In another report released on September 6, Kepler Capital also maintained a Buy rating on the stock with a €1,015.00 price target.
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