LexKalin schreef op 6 september 2024 14:53:
BofA lowered the firm’s price target on ASML to EUR 1,064 from EUR 1,302 and keeps a Buy rating on the shares. The firm cut fiscal 2025 and 2026 estimates by 11% and 8%, respectively, on the back of lower revenue assumptions. However, it finds ASML’s risk/reward as “highly attractive” at current share levels. The company’s current multiples are below its five-year median, contends BofA. ASML remains its “Top pick” in European Union semi caps and it sees the recent pull back as “particularly enhanced buying opportunity.”