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How recommendation distribution changed over time
Covered by 5 analysts
Analysts are largely in agreement
Last evaluation 31+ days ago - stale data
One-directional consensus
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The analyst scrutinizes the role of equipment manufacturers like ASML in the high-bandwidth memory (HBM) and advanced semiconductor manufacturing cycle.
CNBC TelevisionThe speaker addresses how semiconductor equipment manufacturers are affected by increasing capacity demands and the competitive outlook in the lithography market.
CNBC TelevisionThe speaker evaluates the risk-reward profile offered by the company at past price levels and the principle of margin of safety.
Value Investing with Sven Carlin, Ph.D.The analyst examines the company's fourth-quarter financials that exceeded expectations, the record-level order growth, and positive revenue targets for 2026.
BloombergHTThe analyst scrutinizes the company's monopoly position in chip manufacturing and its strategic importance in the sector using a "picks and shovels" analogy.
Yahoo FinanceWhile examining competitive dynamics in the chip sector, the company's monopoly position in the market and its strategic importance in the industry are highlighted.
Yahoo FinanceThe speaker evaluates ASML, Europe's largest chip manufacturing equipment producer, its size achieved through investments, and its earnings report to be announced this week. The company's sectoral impacts are examined.
BloombergHTThe speaker reviews investment opportunities in the semiconductor equipment space, grouping specific companies as key plays for the infrastructure build-out.
Yahoo FinanceThe analyst examines opportunities in the semiconductor equipment sector and the impact of TSMC's investment plans.
Yahoo FinanceThe speaker examines the semiconductor capital equipment sector and the company's valuation relative to the memory cycle.
CNBC TelevisionThe speaker examines the strategic position of the manufacturing equipment provider in light of rising memory chip prices and capacity expansion expectations.
CNBC TelevisionThe speaker interprets the dominance of the AI theme in global markets and the interest in the semiconductor sector. The upward momentum in technology stocks and analyst upgrades are scrutinized.
BloombergHTThe speaker examines that the company's shares gained up to 4% following a recommendation upgrade, lifting the technology index.
BloombergHTThe speaker addresses the monopoly position in advanced chip manufacturing machines and increasing hardware needs as AI models evolve into multimedia.
CNBC TelevisionAdvances of Chinese competitors in chip manufacturing machine technology and potential threats to the monopoly position are examined.
BloombergHTThe speaker evaluates the company's monopoly position in lithography technology and its high entry barriers compared to competitors.
Joseph CarlsonThe analyst scrutinizes the role of equipment manufacturers like ASML in the high-bandwidth memory (HBM) and advanced semiconductor manufacturing cycle.
* Does not constitute investment advice
The speaker addresses how semiconductor equipment manufacturers are affected by increasing capacity demands and the competitive outlook in the lithography market.
* Does not constitute investment advice
The speaker evaluates the risk-reward profile offered by the company at past price levels and the principle of margin of safety.
* Does not constitute investment advice
The analyst examines the company's fourth-quarter financials that exceeded expectations, the record-level order growth, and positive revenue targets for 2026.
* Does not constitute investment advice
The analyst scrutinizes the company's monopoly position in chip manufacturing and its strategic importance in the sector using a "picks and shovels" analogy.
* Does not constitute investment advice
While examining competitive dynamics in the chip sector, the company's monopoly position in the market and its strategic importance in the industry are highlighted.
* Does not constitute investment advice
The speaker evaluates ASML, Europe's largest chip manufacturing equipment producer, its size achieved through investments, and its earnings report to be announced this week. The company's sectoral impacts are examined.
* Does not constitute investment advice
The speaker reviews investment opportunities in the semiconductor equipment space, grouping specific companies as key plays for the infrastructure build-out.
* Does not constitute investment advice
The analyst examines opportunities in the semiconductor equipment sector and the impact of TSMC's investment plans.
* Does not constitute investment advice
The speaker examines the semiconductor capital equipment sector and the company's valuation relative to the memory cycle.
* Does not constitute investment advice
The speaker examines the strategic position of the manufacturing equipment provider in light of rising memory chip prices and capacity expansion expectations.
* Does not constitute investment advice
The speaker interprets the dominance of the AI theme in global markets and the interest in the semiconductor sector. The upward momentum in technology stocks and analyst upgrades are scrutinized.
* Does not constitute investment advice
The speaker examines that the company's shares gained up to 4% following a recommendation upgrade, lifting the technology index.
* Does not constitute investment advice
The speaker addresses the monopoly position in advanced chip manufacturing machines and increasing hardware needs as AI models evolve into multimedia.
* Does not constitute investment advice
Advances of Chinese competitors in chip manufacturing machine technology and potential threats to the monopoly position are examined.
* Does not constitute investment advice
The speaker evaluates the company's monopoly position in lithography technology and its high entry barriers compared to competitors.
* Does not constitute investment advice