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Tech Fund's avatar
Tech Fund
$16.7MFollowers
@extremetechfundApril 25
Stifel downgrades ASML: “We are downgrading our rating to Hold from Buy as we expect ASML’s industry outperformance in 2023 (+25% sales growth) to pause in 2024 (we forecast 5.5% growth).” $ASML
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Nathan Worden's avatar
Nathan Worden
@nathanwordenApril 25
Doesn't AMSL have an enormous backlog of orders? I'm sure they're taking this into consideration with the forecast. Maybe they're forecasting a recession that will cut back on new orders?
Neil's avatar
Neil
@couch_investorApril 25
@nathanworden 38 billion worth of backlog I believe. Even if we are going to have a mild recession, by the time they go through that backlog, we should be back on track
Nathan Worden's avatar
Nathan Worden
@nathanwordenApril 25
@couch_investor ASML is incredible. $38 billion is enormous!
Alan's avatar
Alan
@prinzmyschkinMay 5
@nathanworden I think ASML is likely to just keep growing. It seems to have been ignored a bit as a beneficiary as AI even though it remains the only option to create advanced chips.
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