Top 11 AI News and Ratings You Probably Missed

4. ASML Holding N.V. (NASDAQ:ASML)

Number of Hedge Fund Holders: 64

ASML Holding N.V. (NASDAQ:ASML) develops and sells advanced semiconductor equipment, including lithography, metrology, and inspection systems for chip manufacturing.

ASML reported Q4 earnings with a GAAP EPS of €6.85, exceeding estimates by €0.12, and revenue of €9.26 billion, up 27.9% year-over-year and surpassing expectations by €200 million. Net bookings for the quarter totaled €7.1 billion, including €3.0 billion from extreme ultraviolet or EUV. For 2025, ASML projects total net sales between €30 billion and €35 billion, with a gross margin of 51%-53%. Q1 2025 sales are expected to range from €7.5 billion to €8.0 billion, with a gross margin of 52%-53%. Christophe Fouquet, President and Chief Executive Officer of ASML said:

“As we have witnessed in 2024, AI has created a shift in the market dynamics that is not benefiting all customers equally in the short term.

If AI demand continues to be strong and customers are successful in bringing on additional capacity online to support that demand, there is potential opportunity towards the upper end of our range. On the other hand, there are also risks related to customers and geopolitics that could drive results towards the lower end of the range.”