ASML: Don't Sell The King Of EUV Lithography
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StockBros Research3.18K FollowersFollow5ShareSavePlay(10min)Comment(1)SummaryASML is a dominant EUV lithography player with superb profitability and a robust competitive moat.Despite stellar fundamentals, ASML now trades at fair to slightly overvalued multiples, prompting a downgrade to Hold.Growth estimates have softened, and the stock has surged 57.8% since my initial Strong Buy rating, limiting near-term upside.I remain vigilant on emerging Chinese EUV competition but see no immediate threat to ASML’s technological lead. Sundry Photography/iStock Editorial via Getty Images ASML Holding (ASML) stock has woken up in recent months after being in a rut. I only wrote about this company twice. Once in October of 2024 and another time inThis article was written byStockBros Research3.18K FollowersFollowI prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped me find attractive investment opportunities within my own portfolio, and I have been investing since 2016.On top of that, I've worked at TipRanks as an analysis/news writer and even as an editor for a few years, which not only kept me on top of the market but also helped me understand what people are interested in reading. Further, as an editor, I learned to pay attention to detail and found that there's plenty of misinformation and "fluff" out there that needs to be corrected. Thus, my goal is to provide accurate and useful information to the best of my abilities.I was previously associated with Investor's Compass.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You