[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Michael. Z [@MichaelZero10](/creator/twitter/MichaelZero10) on x 3685 followers Created: 2025-07-16 20:07:39 UTC $ASML (-11%) 🔴 - Market overreaction or not ? 🤔 Market Update: • Today $ASML has published its Q2 2025 Results. • Q2 Net Sales of €7.7bn, Gross Margin of 53.7%, Net Income of €2.3bn (higher than expectations). • $ASML expects a FY 2025 Net Sales increase of ~15% (Y-o-Y), with a Gross Margin of ~52%. • However, $ASML was not able to confirm growth expectations for 2026. • Therefore $ASML Stock was Down -XX% as Mr. Market Hates uncertainties. Our view:🧐 • $ASML has a technological monopoly with its lithography machines, as it is the only company in the world that makes these machines. • However it does not mean investors should pay the business at any price. • Indeed, buying an incredible business, like $ASML at a non-reasonable price could be costly mistake. • $ASML is currently trading at 20.52x EV/ 2025 EBITDA, while sales growth is expected to reach only ~15% over the same period. • We believe $ASML Stock is clearly benefitting from a rich valuation level due to high-growth expectations priced in. • However investors can have different investment strategies and horizon. • If an Investor A is entirely focusing on the next 2-3 years, $ASML may not look appealing at current level, as valuation multiples are high and growth rates not really impressive. • However if an Investor B has a 10-15 years investment horizon, he may find $ASML appealing at current level, as the business will be able to consistently grow sales and generate profits due to its monopoly. • Therefore valuation multiples that look high today will look more attractive in the future as the business continues to grow and generate profits. Conclusion: • It is all about the investment horizon considered. • What is your view on $ASML ?  XXXXX engagements  **Related Topics** [asml](/topic/asml) [$asml](/topic/$asml) [Post Link](https://x.com/MichaelZero10/status/1945576082091983087)
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Michael. Z @MichaelZero10 on x 3685 followers
Created: 2025-07-16 20:07:39 UTC
$ASML (-11%) 🔴 - Market overreaction or not ? 🤔
Market Update:
• Today $ASML has published its Q2 2025 Results. • Q2 Net Sales of €7.7bn, Gross Margin of 53.7%, Net Income of €2.3bn (higher than expectations). • $ASML expects a FY 2025 Net Sales increase of ~15% (Y-o-Y), with a Gross Margin of ~52%. • However, $ASML was not able to confirm growth expectations for 2026. • Therefore $ASML Stock was Down -XX% as Mr. Market Hates uncertainties.
Our view:🧐
• $ASML has a technological monopoly with its lithography machines, as it is the only company in the world that makes these machines. • However it does not mean investors should pay the business at any price. • Indeed, buying an incredible business, like $ASML at a non-reasonable price could be costly mistake. • $ASML is currently trading at 20.52x EV/ 2025 EBITDA, while sales growth is expected to reach only ~15% over the same period. • We believe $ASML Stock is clearly benefitting from a rich valuation level due to high-growth expectations priced in. • However investors can have different investment strategies and horizon. • If an Investor A is entirely focusing on the next 2-3 years, $ASML may not look appealing at current level, as valuation multiples are high and growth rates not really impressive. • However if an Investor B has a 10-15 years investment horizon, he may find $ASML appealing at current level, as the business will be able to consistently grow sales and generate profits due to its monopoly. • Therefore valuation multiples that look high today will look more attractive in the future as the business continues to grow and generate profits.
Conclusion: • It is all about the investment horizon considered.
• What is your view on $ASML ?
XXXXX engagements
