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Home/Stocks/ASM.AS
Euronext · Netherlands · Semiconductor Equipment & Materials

ASM.AS ASM International

ALD/epitaxy for gate-all-around transistors

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
€707.8
+1.14% today
1W
−6.9%
1M
−16.2%
3M
−1.7%
YTD
+37.3%
1Y
+25.4%
Off 52w high
−34.4%
Next earnings (est.): 2026-10-27
Market cap€34.16B≈ $38.28B
P/E (trailing)32.0Forward 22.1
EV / sales10.0×EV/EBITDA 29.1×
Revenue (TTM)€3.36BGrowth 20.0% y/y
Margins51.8%gross · op 32.2%
Free cash flow€235MCash €1.18B · debt €70.50M
Analyst target€1,148.4+62.2% upside · 20 analysts · buy
Riskβ 1.49Short — of float · yield 0.46%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

ASM.AS · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-28EarningsBeat / raise

    Reported EPS 5.96 vs 5.65 expected (+5.5% surprise).

  2. 7
    2026-04-20EarningsBeat / raise

    Reported EPS 5.01 vs 4.24 expected (+18.2% surprise).

  3. 6
    2026-03-03EarningsBeat / raise

    Reported EPS 3.45 vs 3.06 expected (+13.0% surprise).

  4. 5
    2025-10-28EarningsBeat / raise

    Reported EPS 4.2 vs 3.76 expected (+11.8% surprise).

  5. 4
    2025-07-21EarningsMiss / cut

    Reported EPS 3.5 vs 4.16 expected (-15.8% surprise).

  6. 3
    2025-04-29EarningsMiss / cut

    Reported EPS 3.91 vs 4.03 expected (-3.1% surprise).

  7. 2
    2025-02-25EarningsBeat / raise

    Reported EPS 4.69 vs 3.69 expected (+27.1% surprise).

  8. 1
    2024-10-29EarningsMiss / cut

    Reported EPS 2.71 vs 3.62 expected (-25.1% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-285.655.96+5.5%
2026-04-204.245.01+18.2%
2026-03-033.063.45+13.0%
2025-10-283.764.2+11.8%
2025-07-214.163.5−15.8%
2025-04-294.033.91−3.1%
2025-02-253.694.69+27.1%
2024-10-293.622.71−25.1%
2024-07-233.493.33−4.8%
2024-04-232.793.62+29.5%
2024-02-272.772.03−26.7%
2023-10-242.582.81+8.7%
2023-07-253.23.24+1.3%
2023-04-253.163.75+18.5%
2023-02-283.152.87−8.9%
2022-10-252.893.59+24.1%
2022-07-202.953.35+13.4%
2022-04-202.82.98+6.4%
2022-02-222.652.83+6.6%
2021-10-262.072.27+9.8%
2021-07-272.282.28−0.2%
2021-04-201.942.56+32.1%
2021-02-251.541.67+8.3%
2020-10-281.271.22−4.2%

About ASM International

Website ↗

ASM International NV, together with its subsidiaries, engages in the research, development, manufacturing, marketing, and servicing of equipment and materials used to produce semiconductor devices in the United States, Europe, and Asia. The company offers equipment used in wafer processing, which encompasses the fabrication steps in which silicon wafers are layered with semiconductor devices. It also provides wafer-processing deposition systems for surface modification, atomic layer deposition (ALD), such as plasma enhanced ALD (PEALD); epitaxy (Epi); plasma enhanced chemical vapor deposition (PECVD); and vertical furnace systems, including low pressure chemical vapor deposition (LPCVD), diffusion, oxidation, and cure. In addition, the company provides silicon carbide epitaxy (SiC Epi) tools for power and wafer applications; chemical mechanical polishing equipment for compound semiconduc…

4,908 employees · Almere, Netherlands

Gate-all-around transistors, backside power and HBM stacking add process steps. More steps per wafer means more tool spend per unit of capacity.

Deposition→Etch→Inspection→Yield

What would prove us wrong. Weakens if WFE growth stalls while leading-node and HBM capacity keep expanding — tools would not be the gate.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
AMAT
Applied Materials
Deposition and materials engineering across logic, DRAM and packaging $391.6+3.81%−19.3%+52.9%
LRCX
Lam Research
Etch and deposition critical for GAA and HBM $239.8+4.22%−23.9%+40.5%
KLAC
KLA
Process control and inspection at leading nodes $150.4+3.27%−20.0%+24.2%
8035.T
Tokyo Electron
Coater/developer, etch and deposition tools ¥9,110.0−3.68%−12.5%+38.7%
ONTO
Onto Innovation
Advanced-packaging metrology and lithography $205.6+3.48%−28.5%+30.2%
CAMT
Camtek
Inspection for HBM and advanced packaging $124.9+3.09%−15.1%+17.4%
NVMI
Nova
Dimensional and materials metrology $318.4+2.27%−13.5%−3.0%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.