ASML (ASML) Warns of Tariff Uncertainty Despite Strong AI Demand

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Apr 16, 2025
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Quick Highlights:

  • ASML faces tariff-related challenges but maintains strong revenue forecasts for AI demand.
  • Analysts predict a significant potential upside for ASML's stock price.
  • GuruFocus metrics suggest the stock is undervalued with notable growth prospects.

ASML's Market Outlook Amidst Tariff Concerns

ASML (ASML, Financial) experienced a 4% dip in premarket trading as investors reacted to the company's caution on heightened long-term uncertainty due to tariffs. Despite this, ASML has reiterated its annual forecast, bolstered by robust demand in the artificial intelligence sector. The company has set ambitious revenue targets for 2025, projecting between €30 billion and €35 billion.

Analyst Predictions and Target Prices

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According to evaluations from 12 seasoned analysts, the average target price for ASML Holding NV (ASML, Financial) is $932.71, with projections ranging from a high of $1,133.59 to a low of $715.19. This consensus implies a potential upside of 36.53% from its current trading price of $683.16. For further insights into these projections, consider visiting the ASML Holding NV (ASML) Forecast page.

Brokerage Insights and Recommendations

The consensus from 15 brokerage firms positions ASML Holding NV (ASML, Financial) at an average brokerage recommendation of 1.8, signifying an "Outperform" status. The rating system spans from 1, indicating a Strong Buy, to 5, representing a Sell.

Understanding ASML's GF Value

As per GuruFocus estimates, the projected GF Value for ASML Holding NV (ASML, Financial) over the next year is pegged at $1073.29, suggesting a commendable upside of 57.11% from the current price point of $683.16. The GF Value is an analytical tool from GuruFocus that determines a stock's fair trading value, derived from historical trading multiples and the business's anticipated performance. For a comprehensive view, please refer to the ASML Holding NV (ASML) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.