ASML

Q4 25: AI finally shows up at ASML

28/01/26 -"ASML delivered a solid FY2025, with revenues, margins and order intake exceeding prior highs. Management guided to another growth year in 2026, underpinned by accelerating AI-driven demand, rising ..."

PDF page sample
Pages
48
Language
English
Published on
28/01/26
Download
You may also be interested by these reports :
29/01/26
STMicroelectronics reported Q4 and full-year 2025 results broadly in line with expectations, confirming that the inventory correction phase is ...
28/01/26
ASML delivered a solid FY2025, with revenues, margins and order intake exceeding prior highs. Management guided to another growth year in 2026, ...
26/01/26
VAT Group (Sell, Switzerland) is a manufacturer of high-precision vacuum valves and systems serving semiconductor and other advanced-technology ...
22/01/26
We have upgraded our NAV EV/Sales multiple from 8x to 10x as we re-assessed the historical numbers and the upcoming growth coming from the ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO