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Stock impact report

ASML: The Cyclical Downturn Is Just Beginning [Seeking Alpha]

ASML Holding N.V. - New York Registry Shares (ASML) 
Last asml holding n.v. - new york registry shares earnings: 4/15 01:00 am Check Earnings Report
Company Research Source: Seeking Alpha
Current multiples price in multi-year wafer equipment cost increases, perfect High-NA EUV adoption, and structurally higher margins, leaving little margin for error. Rising costs, declining China contributions, and increased customer concentration heighten execution and cyclical risks for ASML. I maintain a sell rating, as downside risks outweigh incremental upside at current valuation despite robust near-term demand and technological leadership. FabrikaCr/iStock via Getty Images ASML Holding ( ASML ) has recently reported one of the strongest annual results in its history, supported by record net bookings, solid profitability, and renewed confidence among logic and memory customers. The company ended 2025 with an improved This article was written by 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 expr Show less Read more
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