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HEADLINES:

ASML Holding NV Presents at Barclays Global Technology, Media and Telecommunications Conference, May-23-2013 09:45 AM
Thu, May 23
Semiconductor Equipment Companies That Are Hot Or Lukewarm
Robert Castellano • Thu, May 23 • 1 Comment
Room For Growth In Semiconductor And Semiconductor Equipment In 2013
Robert Castellano • Tue, May 14
Japan Fair Trade Commission clears ASML acquisition of Cymer

Business Wire (May 2, 2013)
ASML discloses results of Annual General Meeting of Shareholders

Business Wire (Apr 24, 2013)
ASML Holding NV - Shareholder/Analyst Call
Wed, Apr 24
ASML Holding NV Management Discusses Q1 2013 Results - Earnings Call Transcript
Wed, Apr 17
ASML 2013 First-Quarter Results as Guided, Reiterates Full Year Expectation

Business Wire (Apr 17, 2013)
ASML Receives Intel’s Preferred Quality Supplier Award

Business Wire (Apr 9, 2013)
U.S. Department of Justice clears ASML acquisition of Cymer

Business Wire (Apr 5, 2013)
Should You Buy Intel?
IAEResearch • Tue, Mar 26 • 19 Comments
Thinly-Traded Edwards Group Could Outperform On Semi Equipment Pickup
Stephen Simpson • Thu, Mar 14
ASML Holding Management Presents at 2013 UBS Technology Conference (Transcript)
Tue, Mar 12
Ultratech Ultrainteresting
Stephen Simpson • Tue, Mar 5 • 10 Comments
ASML Holding's Management Presents at Goldman Sachs Technology & Internet Conference (Transcript)
Mon, Feb 25
Europe: Was (Is) It Worth The Trouble?
Sami J. Karam • Mon, Feb 25 • 15 Comments
Applied Materials: Oligopoly Play At Cyclical Trough
Sneha Shah • Tue, Feb 19 • 3 Comments
ASML Publishes 2012 Annual Reports

Business Wire (Feb 13, 2013)
ASML Holding's Management Presents at Goldman Sachs Technology and Internet Conference 2013 (Transcript)
Tue, Feb 12
Cymer stockholders approve merger agreement with ASML

Business Wire (Feb 6, 2013)

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ASML: A Great Company To Buy When The Price Is Right
Matthew Dow • Fri, Feb 1 • 17 Comments
ASML Short Squeeze Is 20% Opportunity
Wim Lewi • Thu, Jan 17 • 24 Comments
Prepare To Short ASML Holdings
QuandaryFX • Tue, Nov 6, 2012 • 4 Comments
ASML: A Reasonably Priced Monopoly
Ravee Mehta • Tue, Oct 2, 2012 • 7 Comments
Why Is Everybody Investing In This Chipmaker?
Daniel James • Fri, Sep 7, 2012 • 5 Comments
ASM Lithography Powers On
Shareholders Unite • Wed, Jul 11, 2012 • 2 Comments
Is ASML Unbeatable?
Robert Castellano • Tue, Apr 3, 2012 • 3 Comments
ASML Rides the Immersion Lithography Wave
Zacks Investment Research • Mon, Apr 6, 2009 • 1 Comment
ASML Warns of Possible 20% Drop This Year
Eric Savitz • Wed, Jul 16, 2008 • 1 Comment
JP Morgan: ASML's In The Front Seat Of The Minivan
Notable Calls • Fri, Mar 16, 2007
Chip Equipment: Positive Data Points For ASML, Negative For Cymer?
Notable Calls • Mon, Mar 5, 2007

Semiconductor Equipment Companies That Are Hot Or Lukewarm
Robert Castellano • Thu, May 23 • 1 Comment
Room For Growth In Semiconductor And Semiconductor Equipment In 2013
Robert Castellano • Tue, May 14
Should You Buy Intel?
IAEResearch • Tue, Mar 26 • 19 Comments
Thinly-Traded Edwards Group Could Outperform On Semi Equipment Pickup
Stephen Simpson • Thu, Mar 14
Ultratech Ultrainteresting
Stephen Simpson • Tue, Mar 5 • 10 Comments
Europe: Was (Is) It Worth The Trouble?
Sami J. Karam • Mon, Feb 25 • 15 Comments
Applied Materials: Oligopoly Play At Cyclical Trough
Sneha Shah • Tue, Feb 19 • 3 Comments
KLA-Tencor Benefits From 20 Nanometer Spending This Year
Todd Campbell • Thu, Jan 31 • 1 Comment
Big.LITTLE - A Breakthrough Infrastructure
Fusion Research • Tue, Jan 22 • 7 Comments
Intel Upgrades Semi Equipment Stocks
Todd Campbell • Mon, Jan 21 • 7 Comments
Intel's Full-Year Guidance Is Actually Very Good
Vince Martin • Thu, Jan 17 • 17 Comments
3 Highly Liquid Dividend Stocks Being Bought By Hedge Funds
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Kapitall • Fri, Jan 11 • 4 Comments
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Wall Street Breakfast: Must-Know News
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Apple's Cash Position Is Overstated By $70 Billion
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Top Ranked Stocks To Buy This Week
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ASML Holding NV Presents at Barclays Global Technology, Media and Telecommunications Conference, May-23-2013 09:45 AM
Thu, May 23
ASML Holding NV - Shareholder/Analyst Call
Wed, Apr 24
ASML Holding NV Management Discusses Q1 2013 Results - Earnings Call Transcript
Wed, Apr 17
ASML Holding Management Presents at 2013 UBS Technology Conference (Transcript)
Tue, Mar 12
ASML Holding's Management Presents at Goldman Sachs Technology & Internet Conference (Transcript)
Mon, Feb 25
ASML Holding's Management Presents at Goldman Sachs Technology and Internet Conference 2013 (Transcript)
Tue, Feb 12
ASML Holding's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Jan 17
ASML Holding's Management Presents at Credit Suisse 2012 Technology Conference (Transcript)
Thu, Nov 29, 2012
ASML's CEO Presents at UBS Global Technology Conference (Transcript)
Thu, Nov 15, 2012
ASML Holding's CEO Discusses Q3 2012 Results - Earnings Call Transcript
Wed, Oct 17, 2012
ASML Holding Management Present at Deutsche Bank dbAccess 2012 Technology Conference (Transcript)
Thu, Sep 13, 2012
ASML Holding's CEO Discusses Q2 2012 Results - Earnings Call Transcript
Wed, Jul 18, 2012
ASML Holding's CEO Hosts Customer Co-Investment Program Conference Call (Transcript)
Tue, Jul 10, 2012 • 1 Comment
ASML Holding's Management Present at Barclays Capital Global Technology, Media and Telecommunications Conference (Transcript)
Tue, May 22, 2012
ASML Holding's Management Present at JPMorgan TMT Conference (Transcript)
Tue, May 15, 2012
ASML Holding's Management Presents at Bank of America Merrill Lynch 2012 Global Technology Conference (Transcript)
Wed, May 9, 2012
ASML Holding's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Wed, Apr 18, 2012
ASML Holding's Management Presents at Credit Suisse 2011 Annual Technology Conference (Transcript)
Fri, Mar 16, 2012
ASML Holding's Management Present at the UBS Global Technology and Services Conference (Transcript)
Thu, Mar 15, 2012
ASML Holdings Company Conference Presentation (Transcript)
Wed, Mar 14, 2012

Japan Fair Trade Commission clears ASML acquisition of Cymer

Business Wire (May 2, 2013)
ASML discloses results of Annual General Meeting of Shareholders

Business Wire (Apr 24, 2013)
Europe Markets: Spanish stocks rise in largely flat Europe market

at MarketWatch.com (Apr 18, 2013)
Europe Markets: Europe stocks slide to 2013 low on growth concerns

at MarketWatch.com (Apr 17, 2013)
ASML 2013 First-Quarter Results as Guided, Reiterates Full Year Expectation

Business Wire (Apr 17, 2013)
ASML Receives Intel’s Preferred Quality Supplier Award

Business Wire (Apr 9, 2013)
U.S. Department of Justice clears ASML acquisition of Cymer

Business Wire (Apr 5, 2013)
ASML Publishes 2012 Annual Reports

Business Wire (Feb 13, 2013)
Cymer stockholders approve merger agreement with ASML

Business Wire (Feb 6, 2013)
Europe Markets: Narrow moves mark Europe stocks after U.S. data

at MarketWatch.com (Jan 28, 2013)
Europe Markets: Europe stocks slip; BOJ, German data in focus

at MarketWatch.com (Jan 22, 2013)
Midday Movers: FITB, BAC & More

at CNBC.com (Jan 17, 2013)
ASML Announces 2012 Fourth Quarter and Full Year Results in Line with Guidance

Business Wire (Jan 17, 2013)
ASML confirms completion of its Share Buy Back Programs 2011 - 2012

Business Wire (Dec 17, 2012)
ASML Confirms Completion of the Synthetic Buyback

Business Wire (Dec 4, 2012)
ASML confirms details of the Synthetic Buyback

Business Wire (Nov 14, 2012)
ASML Issues Shares to TSMC in Connection with Customer Co-Investment Program

Business Wire (Oct 31, 2012)
Movers & Shakers: Wednesday’s biggest gaining and declining stocks

at MarketWatch.com (Oct 17, 2012)
Tech Stocks: IBM, Intel results weigh down tech stocks

at MarketWatch.com (Oct 17, 2012)
Europe Markets: Europe rises as Spain remains investment grade

at MarketWatch.com (Oct 17, 2012)

ASML vs. ETF Alternatives

Company Description

Currently, there's no company description for ASML.

Sector: Technology

Industry: Semiconductor Equipment & Materials

Country: Netherlands

All
| Earnings
| Dividends
| M&A
| On the move

Thursday, April 25, 11:57 AM Lam Research (LRCX +6.2%) makes new 52-week highs after beating FQ3 estimates, issuing strong guidance, and announcing a $250M buyback plan (good for buying 3.4% of shares at current levels). On its earnings call, Lam guided for FQ4 revenue of $945M-$1.005B and EPS of of $0.63-$0.77, above a consensus of $914.1M and $0.61. Foundry clients (such as big-spending TSMC) made up 56% of shipments, up from 51% in FQ2, and memory makers 31%, up from 20%. Chip equipment peers are up, taking heart in the numbers posted by Lam (and to a lesser extent) Mattson (MTSN +5.8% - earnings). AMAT +3.6%. KLAC +2.2%. ASML +2.5% (previous). CYMI +2%. RTEC +2.4%. UTEK +1.4%. Comment! [Tech, Earnings, On the Move]
Thursday, April 25, 10:30 AM Photolithography equipment giant ASML (ASML +2.5%) draws closer to its all-time high (hit in Feb.) after HSBC starts coverage with an Overweight. Shares rallied last week following market-pleasing results/guidance and an upgrade to Buy from Deutsche. Comment! [Tech, On the Move]
Thursday, April 18, 12:15 PM ASML (ASML +2.5%) rallies after receiving an upgrade to Buy from Deutsche's Kai Jorschelt, who says his firm's re-assessment of the Cymer (CYMI +2%) acquisition "suggests material benefits to ASML such as accelerating EUV progress" and 200-1000bps gross margin improvements for photolithography tools (depending on type). Korschelt also thinks EUV lithography adoption (previous) could yield 2016 EPS of €9 ($11.80). ASML moved higher yesterday following a Q1 EPS beat. Comment! [Tech, On the Move, Quick Ideas]
Wednesday, April 17, 9:12 AM Premarket gainers: VRML +29%. ACUR +26%. OCZ +18%. CUR +9%. ALKS +9%. ABMD +9%. ASML +6%.
Losers: EOPN -29%. INWK -25%. CXW -15%. MHR -12%. ZGNX -11%. TXT -9%. CRUS -7%. VRNG -6%. 1 Comment [On the Move]
Wednesday, April 17, 2:57 AM ASML (ASML): Q1 net profit -66% to €96.2M vs consensus of €82.1M; revenues -29% to €892.1M vs €859M. CEO Eric Meurice to step down in July and be replaced by CFO Peter Wennink, with Meurice to become chairman. Forecasts Q2 sales of €1.1B and FY revenues similar to the €4.73B generated in 2012. (PR) Comment! [Earnings, Tech]
Wednesday, April 17, 12:05 AM Notable earnings before Wednesday’s open: ABT, ASML, BAC, BK, DGX, DOV, FCFS, HBAN, MAT, PNC, STJ, TXT Comment! [Earnings]
Tuesday, April 16, 5:30 PM Notable earnings before Wednesday’s open: ABT, ASML, BAC, BK, DGX, DOV, FCFS, HBAN, MAT, PNC, STJ, TXT Comment! [Earnings]
Thursday, April 11, 10:22 AM An upgrade to Outperform from Cowen puts Lam Research (LRCX +3%) within striking distance of its 52-week high. Some other chip equipment makers are also outperforming a bit, as investors continue to bet the industry will benefit from an arms race between Intel, TSMC, and Samsung. ASML +1.5%. CYMI +1.2%. KLAC +1.1%. MTSN +3%. Comment! [Tech, On the Move]
Thursday, March 28, 8:40 PM Just 3 chip manufacturers - Intel (INTC), Samsung (SSNLF.PK), and TSMC (TSM) - will account for 57% of 2013 chip industry capex, estimates IC insights. That figure, up from 2012's 54%, drives home the extent chip equipment maker fortunes now hinge on the spending plans of a handful of firms, and also the big lead the industry giants have opened up in economies of scale relative to smaller rivals. IC Insights expects total industry capex to grow 2% this year to $59.8B, after falling 11% last year. 1 Comment [Tech]
Friday, February 22, 2:03 PM Chip stocks are outperforming (SOXX +2%) in the wake of Marvell's FQ4 beat and solid guidance, and Texas Instruments' dividend/buyback hike. Also norteworthy: 1) SEMI estimates the book-to-bill for North American chip equipment makers rose to 1.14 in January; that's up from 0.92 in December, and the first reading above 1 since May '12. 2) Taiwanese analog chipmakers posted strong January sales thanks to demand from LED and smartphone clients; the results could be a positive leading indicator. Comment! [Tech, On the Move]
Friday, January 25, 11:39 AM Chip equipment stocks are rallying thanks to strong results and better-than-feared guidance from KLA-Tencor (KLAC +8.8%), and Samsung's forecast for 2013 capex to be similar to 2012 levels. AMAT +2.4%. LRCX +5.6%. ASML +3.2%. CYMI +2.8%. RTEC +1.7%. There had been a lot of speculation Samsung would aggressively slash its capex budget this year. Samsung foundry rival TSMC (TSM -1%) is lower. Comment! [Tech, On the Move]
Friday, January 18, 7:07 PM Though many on the Street aren't happy with Intel's (INTC -6.3%) plans to invest heavily in 450mm chip wafer lines, the company might have little choice. "If you stop, TSMC and Samsung close the gap - and you're toast," says Bernstein's Stacy Rasgon. All 3 companies invested in ASML (ASML) last year in part to further 450mm development. Some might be more comfortable with the spending if there were more signs Intel's efforts to boost demand for ultrabooks/convertibles using relatively costly CPUs are paying off - CES dispatches on Intel-powered gear were often critical. (more) 21 Comments [Tech]
Thursday, January 17, 6:30 PM Intel's (INTC) high 2013 capex forecast is due to plans to spend $2B on the 450mm-wafer transition, says CEO Paul Otellini. He adds phones featuring an Intel LTE baseband modem won't arrive until early 2014, and hints an integrated baseband/app processor could arrive next year - Qualcomm owns this market for now. Asked about the reported Cisco deal, Otellini says Intel will be a "selective" foundry, rather than a general-purpose one. Healthy 2H growth is promised, but investors are unconvinced. Shares -4.8% AH. (more) 3 Comments [Tech]
Thursday, January 17, 4:27 PM A little more on Intel: 2013 capex budget of $12.5B-$13.5B established, up from 2012's $11B (good for chip equipment makers). $1B in shares repurchased, boosting Q4 EPS. Company expects gross margin (GAAP) to be 56%-60% in Q1 and 60% (plus or minus a few %) in 2013. Opex expected to increase 4% in 2013, headcount expected to be flat after rising by 5K in 2012. 2012 software sales totaled $2.4B (+27% Y/Y, boosted by full year of McAfee results). Comment! [Tech, Earnings]
Thursday, January 17, 12:12 PM Down initially following its Q4 report, ASML (ASML +8%) is now rallying strongly. Though revenue was below estimates, EPS was above, and the lithography giant guided for 2013 sales to be "at a similar level to that of 2012" thanks to a 2H demand pickup. That's going over well in light of bleak industry forecasts. ASML sees investments in advanced 14-20nm processes driving demand, though it expects the memory industry to "continue investing at a minimum level" (a positive for SNDK and MU). CYMI +6.2%. KLAC +6.5%. LRCX +3.3%. AMAT +1.8%. (PR) Comment! [Tech, On the Move, Earnings]
Thursday, January 17, 4:28 AM ASML Holding N.V. (ASML): Q4 EPS of €0.73 may not be comparable to consensus of €0.43. Revenue of €1.02B (-15.5% Y/Y) misses by €60M. Shares -3.1% premarket. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]

Ryan Mallory
Fuinhaz Setups for April 24 2013 | $AIXG $ARNA $ASML $BMC $BRCM $DGIT $GOLD $NFLX | SharePlanner http://bit.ly/ZkFLxT
Apr 24, 9:05 AM
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Ryan Mallory
Fuinhaz Setups for April 19 2013 | $ASML $GOLD $GOOG $MDLZ $MSFT $PSEC $VOD $VRTX $VVUS $ZNGA | SharePlanner http://bit.ly/11nYSVZ
Apr 19, 9:20 AM
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Ryan Mallory
Fuinhaz Setups for April 18 2013 | $ASML $GOLD $MU $SNDK $SVA $TZOO $VOD $ZNGA | SharePlanner http://bit.ly/13ku3CQ
Apr 18, 9:07 AM
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Ryan Mallory
Fuinhaz Setups for April 17 2013 | $ARMH $ASML $ENDP $VVUS | SharePlanner http://bit.ly/12mdW8S
Apr 17, 9:03 AM
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Ryan Mallory
Fuinhaz Setups for April 11 2013 | $AEZS $AMRS $ASML $CETV $GRPN $NFLX $VOD $ZNGA | http://bit.ly/YNtwJP
Apr 11, 9:07 AM
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ltfinger
Today's Returning Downgrades (3/19/13): $AFL, $ARMH, $ASML, $BBL, $BXP, $ESV, $FMX, $GS, $MD, $PXD, $RIG, $SVXY, $XIV
Mar 20, 8:47 AM
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ltfinger
Today's Potential Upgrades (3/14/13): $ASML, $ATW, $BSFT, $BXP, $CRI, $CRUS, $EQR, $ESV, $FXB, $HBC, $HUM, $KORS, $LO, $NE, $RS, $WYNN
Mar 15, 9:36 AM
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Ryan Mallory
Fuinhaz Setups for March 15 2013 | $AAPL $ARMH $ASMI $ASML $BBRY $GLUU $GRPN $SIRI $VELT http://bit.ly/XNLLOW
Mar 15, 9:16 AM
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Ryan Mallory
Fuinhaz Setups for March 14 2013 | $AAPL $AFFY $ASML $BBRY $CHDX EBAY $ERIC $GLUU and some others too http://bit.ly/ZPcRoR
Mar 14, 9:27 AM
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chongkim74: bbry as a long is NO GO...but its a wet dream for day trades. very risky but fun.
Mar 15, 3:45 PM
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MoV1: lol a no go. long bbry is the only way. sooner or later the shorts will have to cover because they know they r wrong. BB comeback is real.
Mar 15, 4:14 PM
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Ryan Mallory
Fuinhaz Setups for March 13 2013 | $ASML $BGMD $GLUU $HTWR $NPSH $PERI $YNDX http://stks.co/r5Ej
Mar 13, 9:39 AM
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LATEST REPLIES

Ryan Mallory
Fuinhaz Setups for March 14 2013 | $AAPL $AFFY $ASML $BBRY $CHDX EBAY $ERIC $GLUU and some others too http://bit.ly/ZPcRoR
Mar 14, 9:27 AM
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chongkim74: bbry as a long is NO GO...but its a wet dream for day trades. very risky but fun.
Mar 15, 3:45 PM
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MoV1: lol a no go. long bbry is the only way. sooner or later the shorts will have to cover because they know they r wrong. BB comeback is real.
Mar 15, 4:14 PM
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Ashraf Eassa
I really want to take a look at $ASML. Wim Lewi's short thesis (http://seekingalpha.com/a/nyvx) was quite compelling.
Jan 18, 9:41 PM
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Clayton Rulli: $BRCM someday?
Jan 19, 11:22 AM
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Ashraf Eassa: Almost done with the article on it, actually :)
Jan 19, 11:24 AM
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Ashraf Eassa
Trying to figure out what $INTC's CapEx will be for 2013 based on $ASML's report...
Jan 17, 1:20 PM
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Wim Lewi: Maintenance CApex 6bln -20% = 4.8bln The growth CApex for 22,14nm wil continue @ 6.5bln So my guess would also be 11.3bln Sold INTC
Jan 17, 3:32 PM
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Wim Lewi: I am hoping for capitulation on INTC today on weak guidance, Buy below 20, for 40% upside on 12m
Jan 17, 3:33 PM
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ASML ASML Holding N.V.

ASML

ASML Holding N.V.