asml's first quarter surprises: what's next for the chip giant?

2025-04-25 asml

Veldhoven, Friday, 25 April 2025.
asml holding just released its first quarter 2025 earnings. the report shows a slight beat in earnings per share expectations. this news offers key insights into the semiconductor equipment market. analysts are closely watching asml. 89 analysts cover asml, with 38 providing estimates on revenue or earnings. the company’s performance provides valuable data for investors. revenue is projected to reach €32.113 billion by the end of 2025. what does this mean for asml’s stock and the broader tech industry?

projected growth and market confidence

ASML is expected to demonstrate strong financial performance in the coming years. The company’s revenue is projected to grow by 9.1% annually [8]. Earnings per share are also expected to increase by 14% per year [8]. These growth rates reflect analyst confidence in ASML’s market position and technological advancements. The return on equity is forecast to be a very high 46.7% in three years [8]. These figures suggest that ASML is well-positioned for continued success and profitability.

dividend and shareholder yield

ASML Holding provides returns to its shareholders through dividends. The company’s current dividend yield is 1.08% [6]. While this is a modest yield compared to the top 25% of dividend payers in the US market (4.91%), ASML’s dividend payments have increased over the past 10 years [6]. The total shareholder yield is 2.2%, which includes dividend growth of 21.0% [6]. ASML’s ex-dividend date is April 28, 2025, with the dividend pay date set for May 6, 2025 [6].

potential investment strategies

The earnings season can bring volatility. Investors holding ASML stock might consider strategies to manage potential price swings [3]. One approach involves buying put options to protect against downside risk. This creates a ‘protective put’ strategy [3]. Another strategy is selling covered call options to generate income. This involves selling call options at a price where the investor is willing to sell the shares [3]. A collar strategy combines both approaches, offering both downside protection and potential income [3].

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Financial results Earnings report