Is ASML Stock Poised to Outperform the Market?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 09 2024
0mins
Source: TipRanks
- ASML Stock Surge: ASML stock has surged this year due to a shift from lackluster returns in the past two years, driven by projections for a recovering semiconductor industry in 2025 and ASML's monopoly on EUV lithography technology.
- ASML's Role: ASML is a key player in the semiconductor manufacturing ecosystem, providing photolithography machines, especially extreme ultraviolet (EUV) lithography systems, allowing clients to create advanced semiconductor nodes.
- Market Dominance: ASML holds an 82.9% market share in lithography, making it crucial for sectors like mobile communications, data centers, and AI.
- Industry Impact: The semiconductor industry faced challenges between 2022 and 2024, with oversupply affecting ASML's customers and sales growth, leading to disappointing Q1 earnings.
- Future Outlook: ASML is expected to benefit from rising semiconductor demand driven by AI, electric vehicles, and clean energy, despite trading at a premium due to its monopoly and pricing power.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 191.520
Low
200.00
Averages
264.97
High
352.00
Current: 191.520
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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SK Hynix Surpasses Samsung in Operating Profit for the First Time
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