ASML Holding NV, a Dutch chip-making equipment maker, reported strong fourth-quarter earnings and a surge in orders, with net sales up 12.5% year-on-year to €7.2 billion. The company's orders tripled to a record €9.19 billion in the fourth quarter, driven by demand for advanced chipmaking machines, particularly in China. Despite a US-Netherlands deal to limit ASML's exports to China, the company's sales to China surged. ASML's stock rose over 10% to reach a market cap of over $350 billion, making it Europe's third most valuable company. The company expects its 2024 net sales to be similar to 2023, but it anticipates a 10-15% hit on China sales due to export restrictions. ASML's strong performance is attributed to the artificial intelligence boom driving demand for its advanced chipmaking machines.
"it is not self-evident that the chip machine maker will grow in the Netherlands in the future. ASML CEO Peter Wennink warns about this. 'This company needs to double, perhaps even triple, its production. That's possible here. But also somewhere else.'" https://t.co/7BlqLa1AcS
ASML’s rally to a record high this week illustrates how the chip equipment firm is cementing its place at the heart of the artificial intelligence boom https://t.co/TIs6QCZBXK
ASML's stock rises 10%+ to reach a $350B+ market cap on the AI boom, becoming Europe's third most valuable company; ASML is up 19%+ in 2024 (@damasoni / Reuters) https://t.co/3Uqm6CPLQz 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/7ESblDD5uW
ASML market cap tops $350 billion in record-breaking run https://t.co/nDvws13Uvr
Sources: despite a US-Netherlands deal to limit ASML's China exports, the Dutch let ASML export to China after lobbying, to make up for weak demand elsewhere (Bloomberg) https://t.co/HpZ379xQDI 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/wvS4ioKf9h
A secret agreement between the US and the Netherlands last year to limit ASML’s deliveries to China didn’t stop a surge in sales of its sensitive chipmaking equipment. The deal, which hasn’t been reported before, stumbled as ASML turned to Beijing to compensate for weak demand… https://t.co/X4N3mYVV4Z
"A secret agreement bt the US & Netherlands last yr to limit #ASML’s deliveries to #China didn’t stop a surge in sales of its sensitive chipmaking equipment...The deal stumbled as ASML turned to Beijing to compensate for weak demand elsewhere" https://t.co/tyFqNwh7AV
$ASML Bank of America reiterates chipmaker ASML as a top pick Netherlands-based chipmaker ASML remains Bank of America’s top pick in the EU semiconductor capital equipment sector. ASML posted an earnings and revenue beat for the fourth-quarter earlier this week. However, the…
$ASML (+1.1% pre) ASML’s China Sales Surged Despite Secret Dutch Deal With US - BBG https://t.co/EGUQjInM3Q
ASML China Sales Surged Despite Secret Dutch Deal With US - Bloomberg the global downturn pushed ASML to successfully lobby The Hague for export licenses to China of critical semiconductor manufacturing kit https://t.co/eMeevUVCt0
ASML’s China Sales Surged Despite Secret Dutch Deal With US https://t.co/5NMxxdleKg
A secret agreement between the US and the Netherlands last year to limit ASML’s deliveries to China didn’t stop a surge in sales of its sensitive chipmaking equipment https://t.co/BfR4XlmVEQ
1/ One of the @LumidaWealth stocking stuffer stocks, ASML, reported today. It's up 19% in the last week, and 40% over 3 months. I'll link to the post below for the timestamp. The green line on the chart is when we made our buy call. There are so many better businesses in the… https://t.co/gJYfNREh0h
1/ One of the @LumidaWealth stocking stuffer stocks, ASML, reported today. It's up 19% in the last week, and 40% over months. I'll link to the post below for the timestamp. The green line on the chart is when we made our buy call. There are so many better businesses in the… https://t.co/U6hpzHkSoC
ASML's $ASML bookings rose to a record €9.2B in Q4, up from €2.6B in Q3. Strong demand for its most advanced EUV machines, with orders of €5.6B, aided this surge.
ASML triples order bookings in Q4 2023 thanks to demand for EUV tools https://t.co/uSRgkwRW2x https://t.co/sjiocEDU1E
ASML sees the artificial intelligence boom driving demand for the Dutch company’s most-advanced chipmaking machines, its chief executive officer said in an interview https://t.co/gSv9YTVmOd
Q1 2024 Outlook: Net sales: Expected between EUR 5 billion and EUR 5.5 billion. Gross margin: Forecasted between 48% and 49%. That would be -22% YoY at the mid-point... Not exactly inspiring for $ASML which trades 45 P/E and 11 P/S https://t.co/Wgqk4hqfyp
Strong demand at ASML points to the coming chip upswing https://t.co/k0GDMgb49o | opinion
$ASML ASML Holding N.V. Earnings Call Key Highlights: Financial Performance - Q4 2023 and Full Year 2023:Net sales: EUR 7.2 billion in Q4, exceeding guidance; Full-year net sales grew 30% to EUR 27.6 billion. Gross margin: 51.4% in Q4, above guidance; Full-year gross margin at… https://t.co/F6DvsfXovZ
Strong demand at ASML points to the coming chip upswing https://t.co/CMz7KYYykP
$ASML orders stronger than expected, stock up 10% Orders rose to EUR9.19 billion in 4Q vs 2.6bn in prior quarter... This is the only company that makes advanced lithography equipment, selling to $INTC, Samsung, $TSM, etc Added $30bn to market cap! https://t.co/dOmrwpMpnN
ASML orders triple in sign of demand for cutting-edge chips https://t.co/8rwuObOYpN via @business https://t.co/kiJuusF9Qb
ASML orders surge to record in 4th quarter, but 2024 outlook unchanged https://t.co/ixbGy3Pq1K https://t.co/MVkZWGacLT
Tech Euphoria Sparked By ASML Surge To All-Time High On Flood Of Chinese Orders... There's Just One Problem https://t.co/ScGoWO2Ayy
ASML records robust performance in the fourth quarter of 2023 despite challenges posed by export restrictions - Gizmochina. https://t.co/4RtuIf6Gih https://t.co/xVdAMARp9o
Filled on $ASML call spreads for max gains, wowza
$ASML ASML's earnings: ASML (ASML) reported a 30% increase in 2023 revenue but forecasts flat sales for 2024, impacted by U.S.-China tech tensions and Dutch export curbs on advanced semiconductor equipment. https://t.co/ld1jncpXhi
ASML orders boom but export restrictions could hamper growth https://t.co/SptPeA5tjY
⚠️JUST IN: *ASML ORDERS SURGE TO RECORD IN FOURTH QUARTER ON AI DEMAND, BOOSTING CHIP STOCKS https://t.co/FvQN52Thz2 👈 $ASML https://t.co/M0xZ2ydwRE
$ASML looking stellar too, put on Monday and then yesterdays flow posted on here reinforced confidence https://t.co/Ooq8My1kDR
$ASML AI-Powered BUY Alert 🚨 For our #AI, $ASML is a BUY (AI Score 9/10) based on the probability of beating the market in 3 months after analyzing 10,000 fundamental, technical, and sentiment stock features. Complete AI-powered $ASML analysis: https://t.co/xdFRxzcwfz https://t.co/nF9BiymB4S
$ASML strong move up to $832. Improving semiconductor outlook and earnings https://t.co/7TMyKlZE0Z
ASML expects US, Dutch export rules to hit China sales by 10-15% https://t.co/CGb4ZpDfa9 https://t.co/rlW5EdCoXe
⚠️ EUROPEAN SHARES OPEN HIGHER ON UPBEAT TECH EARNINGS (Reuters) European shares opened sharply higher on Wednesday, boosted by technology stocks after software firm SAP and chip-making equipment maker ASML Holding posted strong earnings, while fresh stimulus from China's… https://t.co/idCmc3eFNW
ASML orders surge to record in Q4, but keeps 2024 outlook unchanged https://t.co/RELdgRFKuR https://t.co/yYUdExDvOl
$ASML ASML Q4 FY23: • Net sales +12.5% Y/Y to €7.2B (€0.3B beat). • Gross margin 51% (flat Y/Y). • Operating margin 33% (flat Y/Y). • Net bookings €9.2B (including EUV €5.6B). • Backlog €39B. Guidance: • FY24: Revenue similar to FY23. • FY25: Significant growth. https://t.co/WjgRZwBrHO
ASML reports Q4 revenue of €6.67B and net profit up 9% YoY to €2B, both above est., orders grew 3x QoQ to €9B+, and expects 2024 net sales to be similar to 2023 (@lbsterling / Reuters) https://t.co/jiUjG1FaGk 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/HkMag2b9d1
Critical chip firm ASML smashes fourth-quarter expectations as it predicts similar sales for 2024 https://t.co/Wb4ScK7v87
ASML 4Q reports forecast-beating €2.05 billion profit, but keeps cautious view https://t.co/UIYPPy0u1u
⚠️ ASML FOURTH QUARTER EARNINGS BEAT EXPECTATIONS, KEEPS OUTLOOK UNCHANGED (Reuters) ASML Holding NV, Europe's biggest technology company by market value, on Wednesday reported better-than-expected fourth-quarter sales and net profit, helped by booming chipmaking equipment… https://t.co/F4SWpsb1hz
ASML $ASML rising here into earnings after the weekly call buys yesterday seeing 2500 weekly $820 calls bought, top pick at Cantor this morning
As Chinese imports of chipmaking equipment makes news, our @csiscbe analysis shows imports from the Netherlands rose rapidly as manufacturers rushed to acquire advanced equipment from Dutch firm ASML prior to U.S.-led restrictions coming into effect. https://t.co/fzBqx6gWdl https://t.co/KjeRPoxIq1