ASML

ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value26-Apr-21 56,458 553.5088 31,249,999.83 27-Apr-21 56,386 554.2170 31,250,079.76 28-Apr-21 56,687 551.2674 31,249,695.10 29-Apr-21 56,994 548.3192 31,250,904.48 30-Apr-21 57,559 542.9127 31,249,512.10 ASML’s current share buyback program was announced on 22 January 2020, and details are available on our website at https://www.asml.com/en/news/share-buyback This regular update of the transactions conducted under the buyback program is to be made public under the Market Abuse Regulation (Nr. 596/2014). Media Relations ContactsInvestor Relations ContactsMonique Mols, phone +31 6 528 444 18Skip Miller, phone +1 480 235 0934 Marcel Kemp, phone +31 40 268 6494

Investors may be reading dire headlines about a "severe chip shortage" causing lost sales for many large companies, from Apple (NASDAQ: AAPL), which said shortages would cause a sales shortfall next quarter of $3 billion to $4 billion, to global automakers, which advisory firm Alix Partners predicts will lose $61 billion in sales because of the chip shortage this year. The current supply-demand imbalance in semiconductors currently presents investors with risks, but also opportunities. Here are five key things to keep in mind when navigating the chip shortage in 2021.

ASML discloses 2021 AGM results Veldhoven, the Netherlands, 29 April 2021 – ASML Holding NV (ASML) today announces the results of its Annual General Meeting of Shareholders (AGM) held on April 29, 2021. At the AGM, ASML’s statutory financial statements for the 2020 financial year were adopted. In addition, the following items were approved: Proposal to adopt a final dividend payment of €1.55 per ordinary share, which, together with the interim dividend paid on November 13, 2020, leads to a total dividend for 2020 of €2.75 per ordinary shareDischarge of the members of the Board of Management and the Supervisory Board from liability for their responsibilities in the 2020 financial yearThe maximum number of shares available for the Board of ManagementProposals to adopt certain adjustments to the remuneration policy for the Board of Management and the Supervisory BoardProposal to appoint Ms B. Conix as a member of the Supervisory BoardThe appointment of KPMG as the external auditor for the 2022 reporting yearProposal to authorize the Board of Management for a period of 18 months as of April 29, 2021: (i) to issue shares or grant rights to subscribe for ordinary shares in the capital of the company, limited to 5% of the issued share capital of the company at the time of the authorization; (ii) to issue an additional 5% of the issued share capital only in connection with mergers, acquisitions and / or (strategic) alliances; and (iii) to authorize the Board of Management to restrict or exclude the pre-emption rights in connection with any such issuance, all subject to the approval of the Supervisory BoardProposal to extend the existing authority of the Board of Management to acquire a maximum of 20% of ASML’s issued share capital through October 29, 2022, subject to the approval of the Supervisory Board. The shares can be acquired at a price between the nominal value of the shares acquired and 110% of the average market price for these securities on the Euronext Amsterdam stock exchange or Nasdaq stock market. The AGM also authorized the cancellation of up to 20% of ASML’s issued share capital as of April 29, 2021. A positive advisory vote was also cast on the remuneration report for the ASML Board of Management and Supervisory Board for the 2020 financial year. The following subjects were also discussed at the AGM: ASML’s business, financial situation and sustainabilityASML’s reserves and dividend policyThe composition of the Supervisory Board in 2022: Terri Kelly and Hans Stork will retire by rotation per the 2022 AGMThe composition of the Board of Management: Frits van Hout retired per the 2021 AGM, upon expiry of his term of appointment. As a result, the Board of Management consists of five members per the AGM 2021. The presentation given at the AGM and the recording of an audio webcast are available at www.asml.com. Media Relations contacts Investor Relations contacts Monique Mols +31 6 5284 4418 Skip Miller +1 480 235 0934 Sander Hofman +31 6 2381 0214 Marcel Kemp +31 40 268 6494 Brittney Wolff Zatezalo +1 408 483 3207 Peter Cheang +886 3 659 6771 About ASML ASML is one of the world’s leading manufacturers of chip-making equipment. Our vision is a world in which semiconductor technology is everywhere and helps to tackle society’s toughest challenges. We contribute to this goal by creating products and services that let chipmakers define the patterns that integrated circuits are made of. We continuously raise the capabilities of our products, enabling our customers to increase the value and reduce the cost of chips. By helping to make chips cheaper and more powerful, we help to make semiconductor technology more attractive for a larger range of products and services, which in turn enables progress in fields such as healthcare, energy, mobility and entertainment. ASML is a multinational company with offices in more than 60 cities in 16 countries, headquartered in Veldhoven, the Netherlands. We employ more than 28,000 people on payroll and flexible contracts (expressed in full time equivalents). ASML is traded on Euronext Amsterdam and NASDAQ under the symbol ASML. More information about ASML, our products and technology, and career opportunities is available on www.asml.com. Attachment Link to press release

A global chip shortage has chipmakers scrambling. Semiconductor fabricators are expanding their manufacturing lines to boost supply, and new chip designs necessitate more advanced equipment. It's a good time to be a semiconductor investor.

Warren Buffett once said, "If you aren't thinking about owning a stock for 10 years, don't even think about owning it for 10 minutes." The recent COVID-19 vaccines from Moderna and BioNtech (NASDAQ: BNTX) were the first to use nRNA technology, but success with COVID may have ushered in a new world in which mRNA technology is used for not only to combat viruses, but also autoimmune diseases, cancer, and cardiovascular disease.

The Zacks Analyst Blog Highlights: Lam Research, ASML Holding, Plexus Corp and CACI International

Finding stocks that are primed for gains is the key to success in the stock markets. Investors are naturally drawn to rising stocks – and while a particular equity’s past performance won’t ensure its future gains, momentum is a good indicator for determining price movements. Momentum trading – buying into stocks that shown solid gains and are likely to keep moving upward – is a sound strategy, but it does take some skill on the investor’s part. A savvy investor has to know how to differentiate between a true momentum stock and a fad. The key is in the profile. Investors can look for stocks that offer a combination of three factors: strong, sustained gains; highly optimistic ratings from Wall Street’s analysts; and an upside potential that points toward maintenance of further gains. Based on that profile, we’ve pulled up three momentum stocks using TipRanks’ database. Not only have all of the tickers amassed enough bullish calls from analysts to be given “Strong Buy” consensus ratings, but each could also see considerable share price appreciation. Kulicke And Soffa Industries (KLIC) Industrial tech is big business. Every digital device that we use, from smartphones and tablets to factory robots, depends on a linked series technical gadgets, giving tool makers and part manufacturers a sound foundation for true momentum. Kulicke and Soffa, KLIC, provides solutions for electronic assembly in a variety of industries, including the automotive, communications, computing, and consumer goods sectors. The company’s product portfolio includes a range of tools for advanced packaging, electronics assembly, lithography, and wire bonding. In the most recent quarterly report, for fiscal Q1 of 2021, KLIC reported $267.9 million at the top line, up 85% year-over-year. Income also gained, with EPS at 77 cents. This was more than triple the year-ago quarter’s 21 cents. The company attributed the strong quarter to increased demand in the second half of calendar year 2020. Looking forward, management expects to see continued growth, and set fiscal Q2 guidance at $300 million in revenue (+/- $20 million) and EPS of 88 cents (+/- 10%). Combining industry and high tech has been good for KLIC, whose stock has gained an impressive 143% in the past 12 months. Covering KLIC for B. Riley Securities, 5-star analyst Craig Ellis believes that the path is clear for continued momentum. “We boost F21&F22 estimates… with three factors sustaining a Buy. First, upstream secular and cyclical chip fundamentals should drive strong growth deep into C22, propelling upside estimate potential. Second, we believe new mini-LED and Advanced Packaging products remain on track for $100M of incremental F22 sales and greater LT. Third, near-term GM headwinds look temporal, and we expect progress toward 47.5% through F21/22 but model more conservatively,” Ellis noted. " To this end, Ellis gives KLIC shares a Buy rating, and his $75 price target indicates confidence in a 26% upside for the coming year. (To watch Ellis’ track record, click here) While there are only three reviews on record for KLIC, they are unanimous – to Buy the stock. This shows that Ellis’ upbeat outlook is no outlier, and gives the stock its Strong Buy analyst consensus rating. (See KLIC stock analysis on TipRanks) ASML Holding (ASML) We'll stick with the high tech sector, and look at another provider of the tools that digital equipment manufacturers cannot live without. Specifically, ASML Holding designs and builds photolithography equipment, which is vital in the production of semiconductor chips. The company’s tools use optical imaging to impress circuit patterns on silicon wafers. This is the essential process in chip making, and ASML Holding has a 67% market share in its industry. It’s a niche industry, but it’s one of the few that truly does make the world go ‘round.' And ASML has profited mightily from its leading position. The stock is up 131% over the past 12 months. The Netherlands-based company posted these share gains against a background of rising revenues. The top line has increased in each of the last four quarter, reaching 4.4 billion Euro (US$5.26 billion) in Q1 of 2021. EPS came in at 3.21 Euro (US$3.86), more than triple the $1.02 recorded in 1Q20. In the first quarter, the company reported high customer demand, with bookings reaching 4.7 billion Euro (US$5.69 billion). Demand was especially strong in the Installed Base segment, as existing customers moved to upgrade software to meet their own increasing demand. In the background here is a semiconductor chip market that is seeing both increased demand and a severe supply shortage, as customers are racing to meet orders backlogged during the pandemic shutdowns and suppliers are racing to ramp up production from pandemic-induced low levels. With all of that in the background, BofA analyst Didier Scemama selected ASML as his top large cap pick in European semiconductors. “We expect ASML to benefit from multiple drivers incl. 1) Healthy competition among ASML customer base, confirming ASML status as a “weapon dealer” in the Intel/TSMC/Samsung process “war”, 2) Silicon sovereignty, driving EU/US to incentivize chipmakers to re-shore semis production and adding to China’s 2025 semis self-sufficiency ambitions, 3) EUV cycle: we model 21% sales CAGR ’20-25 driven by multiple, concurrent high-growth end-markets,” Scemama opined. Unsurprisingly, Scemama rates ASML a Buy, and his price target of $806 suggests an upside of 20% in the next 12 months. (To watch Scemama’s track record, click here) If we step back and look at the bigger picture, we can see that overall the stock has a ‘Strong Buy’ analyst consensus rating. In the last three months, the stock has received 4 Buy ratings and just 1 Hold. (See ASML stock analysis on TipRanks) Ashland (ASH) The third momentum pick, Ashland, inhabits the specialty chemical niche, producing a variety of necessary ingredients for a range of industries. The company products include adhesives, emulsifiers, and preservatives – to name just a few categories – and are used in the construction, coating, energy, food and beverage, health and wellness, packaging, pharmaceutical, and transportation industries. In short, Ashland is diversified. That diversification has helped the company to weather the corona crisis, and propelled it to a share gain of 62% in the last 12 months. These gains came even as the pandemic – and the associate market, production, and supply disruptions – pushed 2020 annual revenues down to $2.3 billion from the prior year’s $2.5 billion. In the most recent quarter, Q1 of fiscal 2021, Ashland reported $552 million at the top line. This was up 3.5% year-over-year, and beat the pre-earnings estimates by 1.6%. EPS came in at 99 cents per share, nearly double the 52 cents reported one year earlier – and 25% above expectations. Analyst John McNulty, weighing in on Ashland from BMO Capital, sees a clear path forward for the company. “We see solid upside to margins over the next few years, a focus on innovation/growth helping the top line and increased cash conversion... ASH continues to work towards improving its cost structure while also working to re-accelerate its top-line growth... Assuming management continues to execute and margins improve to 25%+ while the top-line growth improves to a mid-single-digit level, ASH should see earnings growth that significantly exceeds expectations while also enjoying multiple expansion.” the analyst commented. McNulty rates ASH shares as Outperform (i.e. Buy), and his $115 price target implies a one-year upside of 22%. (To watch McNulty’s track record, click here) Wall Street’s analysts can be a contentious lot – but when they agree on a stock, it’s a positive sign for investors to take note. That’s the case here, as all of the recent reviews on ASH are to Buy, making the consensus rating a unanimous Strong Buy. (See ASH stock analysis on TipRanks) To find good ideas for momentum stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights. Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.

Tech earnings appear to be tracking above expectations so far, while revenues lag.

The current upcycle could last longer than prior semiconductor booms. That means there's still opportunity.

The semiconductor equipment maker's stock already doubled over the past year, but it could still have plenty of room to run.

ASML (ASML) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

Jim Cramer shares stock-market news including Apple's "Spring Loaded" event, semiconductor equipment maker ASML Holding and back-to-back selloffs in the market.

ASML (ASML) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Chip equipment maker ASML is the IBD Stock Of The Day as it easily beat first-quarter views while the industry invests in new capacity to meet high demand. It sees 30% sales growth for 2021.

Big buyers were in ASML again Wednesday after the company reported a 264% rise in quarterly profit and 90% jump in revenue.

On Wednesday, Verizon reported a strong start to 2021 as the company accelerates 5G growth, but lost more wireless subscribers than expected during the first quarter. Meanwhile, ASML — one of the biggest suppliers to semiconductor companies — topped estimates and raised its full-year sales expectations, citing strong demand amid a global computer chip shortage.

Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML) are two of the most important semiconductor companies in the world. TSMC, which is based in Taiwan, is the world's most advanced contract chipmaker. Major chipmakers like AMD, NVIDIA, and Apple (NASDAQ: AAPL) all rely on TSMC to produce their smallest and most powerful chips.

A prudent investor should always go for stocks that bear low leverage since a debt-free corporation is rare to find. You may buy TX, ASML, NUE, SKY and DECK.

(Bloomberg) -- ASML Holding NV sharpened its full-year guidance as demand for its chip-making equipment soared during the global semiconductor shortage.The Dutch company, a crucial supplier to Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., said it now expects 2021 revenue growth of about 30% from a year ago, compared to a previous target of “double-digit” growth. It also said it expects the full-year gross margin to be between 51% and 52%.Shares rose as much as 5.8% in Amsterdam trading Wednesday and are up about 35% since the start of the year. ING Groep NV analyst Marc Hesselink called the full-year guidance a significant raise and said the results were “very strong,” in a note to investors.Key InsightsSecond-quarter revenue will rise to between 4 billion euros ($4.8 billion) and 4.1 billion euros, with a gross margin of about 49%, the company said in a statement on Wednesday. Analysts on average had expected a sales forecast of 3.95 billion euros and a gross margin of 50.2%, according to data compiled by Bloomberg.ASML reported first-quarter sales of 4.4 billion euros. That compares to the 4.03 billion-euro average estimate from analysts.“The main reason why it was above guidance is basically because of the market situation,” Chief Executive Officer Peter Wennink said. “You just read the papers, chip shortages everywhere.”Wennink said customers installed ASML software to upgrade machines and make them more productive.The roll-out of 5G, artificial intelligence and high-performance computing is also fueling demand.ASML shipped nine of its newest EUV machines in the first quarter, but recognized revenue for seven, amounting to 1.1 billion euros.The company said it still expects total EUV system sales this year to be 30% higher than 2020 and plans to ship 55 systems next year.The advanced EUV machines are needed to make chips that are faster, cheaper and more efficient.Market ContextCarmakers have suffered the most from a global semiconductor shortage, but other industries, including telecom companies, are increasingly affected.TSMC last week boosted its capital expenditure plan for the year to $30 billion, from an earlier estimate of as much as $28 billion, and said the chip supply crunch may persist into 2022.Intel Corp. in March unveiled new plans to create a foundry business that will make chips for other companies.U.S., Europe and China are all seeking self-sufficiency in the production of cutting-edge semiconductors.“That will lead to higher capital intensity because it’s decoupling as a worldwide ecosystem, but it also leads to some capital inefficiency,” Wennink said. “There is a beneficiary of that capital inefficiency, and that’s us.”While ASML stands to benefit from the trend in the short-term, it has warned that it could take years for governments to change the existing global supply chain.ASML also has faced difficulty getting the Dutch government to renew a license to export its EUV systems to China amid ongoing trade tensions.Get MoreSee more of the company’s presentation here.(Updates with shares, analyst reaction in third paragraph)For more articles like this, please visit us at bloomberg.comSubscribe now to stay ahead with the most trusted business news source.©2021 Bloomberg L.P.