Hopper58 schreef op 29 oktober 2024 09:56:
Net verschenen op MarketWatch:
'Is the stock a no-brainer?
Even with the stock down in the dumps, ASML does not seem cheap. It has a trailing price-to-earnings ratio (P/E) of 37, and a forward P/E of around 34.5 based on Wall Street estimates. These are high earnings ratios that indicate investors are still optimistic about the company's future.
I think they should be. According to management, semiconductor market spending is expected to grow at around 9% per year through 2030. For the most advanced semiconductors, which ASML can help create, that number may be even higher. This increased spending should translate to more orders for its machines, even if those orders are lumpy.
Despite the slow recent quarter, ASML's prospects over the next decade look promising. Investors should be happy if they buy shares today and hold them for the next decade or longer.'
www.fool.com/investing/2024/10/29/is-...