reports
- Pierre FerraguÊ
- Rolf Bulk
- Pierre FerraguÊ
- Rolf Bulk
- Pierre FerraguÊ
- Rolf Bulk
- Pierre FerraguÊ
Applied Materials to Report Fiscal Third Quarter 2025 Results on Augus...
Applied Materials to Report Fiscal Third Quarter 2025 Results on August 14, 2025 SANTA CLARA, Calif., July 24, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal third quarter 2025 earnings conference call on Thursday, August 14, 2025, at 4:30 p.m. ET / 1:30 p.m. PT. The call will be webcast live at: . A replay will be available on the same day beginning at 8:00 p.m. ET / 5:00 p.m. PT. About Applied MaterialsApplied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions that are at the foundation of virtually every new ...
- Pierre FerraguÊ
- Pierre FerraguÊ
ASML: best positioned for 2026 in the Semicap pack. Upgrade to Buy, €7...
Consensus expects ASML to grow revenues 2% next year, compared to 6-12% for its peers. That is conservative. If anything, we see room for ASML to outperform, driven by high leading-edge exposure. Beyond 2026, we also expect ASML to grow in the upper end of its peer group. Normal order intake in 3Q would allow management to ease concerns around 2026 growth, and with the stock trading on 25x forward earnings we see limited risk of further de-rating. We hence upgrade the stock to Buy, €790 Target...
Applied Materials Appoints Jim Anderson to Board of Directors
Applied Materials Appoints Jim Anderson to Board of Directors SANTA CLARA, Calif., July 22, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced the appointment of Jim Anderson to serve on its board of directors. Mr. Anderson brings over 25 years of experience in the technology sector and semiconductor ecosystem. Mr. Anderson has also been appointed to the board’s Strategy and Investment Committee. “We are excited to welcome Jim to our board,” said Tom Iannotti, Chairman of the Board. “Jim’s extensive experience in innovation-driven technology businesses will be invaluable ...
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value14-Jul-2518,016€682.42€12,294,50215-Jul-2517,471€703.75€12,295,20916-Jul-25---17-Jul-25---18-Jul-25--- ASML’s current share buyback program was announced on 10 November 2022, and details are available on our website at This regular update of the...
- Pierre FerraguÊ
- Rolf Bulk
- Jan Frederik Slijkerman
ASML sees risks to 2026 growth/AI remains driver of semiconductor indu...
ASML reported solid 1H25 results and confirmed its FY25 and FY30 outlooks. Also, the net bookings were solid in 2Q25 at €5.5bn. However, ASML sees risks from geopolitical uncertainty to FY26 revenues. Nevertheless, ASML has a very strong balance sheet and good growth prospects. We continue to like the ASML notes. Moreover, they offer good value when compared to the notes of Orange in the belly of the curve.
- Pierre FerraguÊ
Semi cycle update. Much ado about nothing: Tariff and DeepSeek effects...
We publish today our quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis and give our views on how investors should be positioned for the rest of the year. For details, please follow the link below.
- Konrad Zomer
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
REL RELX PLC
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
ABB ABB LTD.
LSEG LONDON STOCK EXCHANGE GROUP PLC
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
EZJ EASYJET PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
YPSN YPSOMED HOLDING AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
FER FERROVIAL SA
PUIG PUIG BRANDS
AAL ANGLO AMERICAN PLC
- Konrad Zomer
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
REL RELX PLC
HEIA HEINEKEN NV
PUB PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
APAML APERAM SA
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
ABB ABB LTD.
LSEG LONDON STOCK EXCHANGE GROUP PLC
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
VOE VOESTALPINE AG
ACX ACERINOX SA
ERA ERAMET SA
EZJ EASYJET PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
YPSN YPSOMED HOLDING AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ASML ASML HOLDING NV
AMAG AMAG AUSTRIA METALL AG
VUL VULCAN ENERGY RESOURCES
FER FERROVIAL SA
PUIG PUIG BRANDS
AAL ANGLO AMERICAN PLC
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Adrian Pehl
- Klaus Ringel
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RNO RENAULT SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
PRY PRYSMIAN S.P.A.
MOB MOBILEZONE HOLDING AG
RIO RIO TINTO PLC
ASML ASML HOLDING NV
JDEP JDE PEET'S NV
ACLN ACCELLERON INDUSTRIES LTD
AF AIR FRANCE - KLM
SUNN SUNRISE
- Adrian Pehl
- Klaus Ringel
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
RNO RENAULT SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
REE RED ELECTRICA CORP. SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
PRY PRYSMIAN S.P.A.
MOB MOBILEZONE HOLDING AG
RIO RIO TINTO PLC
ASML ASML HOLDING NV
JDEP JDE PEET'S NV
ACLN ACCELLERON INDUSTRIES LTD
AF AIR FRANCE - KLM
SUNN SUNRISE
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
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