- ASM International maintains its revenue forecast for the fourth quarter of 2024 at €770 million to €810 million, aligning with estimates of approximately €789.1 million.
- The company reports that the newly issued US export controls are consistent with their previous expectations.
- ASM’s revenue guidance for the fourth quarter of 2024 and the full fiscal year 2025 remains unchanged.
- The target for total ASM revenue in 2025 is set at €3.2 billion to €3.6 billion, as previously communicated on October 29, 2024.
- There is an expectation of a decline in equipment sales in China during the second half of 2024 compared to the first half.
- Fourth-quarter sales for 2024 are anticipated to be lower than the third quarter of the same year.
- For the first half of 2025, a modest further decrease in sales in China is expected compared to the latter half of 2024, with overall sales in China projected to be lower year over year for 2025.
- ASM expects its China equipment sales to comprise a percentage in the low to high 20s range of its total sales for fiscal year 2025.
- New US export control regulations may have indirect impacts on other segments and equipment categories, though it is too soon to accurately forecast these effects on ASM.
- Market analysts’ current ratings for ASM International include 15 buys, 9 holds, and 1 sell recommendation.
Asm International Nv on Smartkarma
Analysts on Smartkarma, including The IDEA!, have been closely monitoring ASM International Nv. The IDEA! recently published a report titled “What’s News in Amsterdam – 3 December,” highlighting key insights on ASM International and other companies. The report discussed the US plans to enforce additional export controls to China, as well as positive developments for InPost and the Dutch retail sector. The sentiment lean in this coverage was bullish, indicating optimism regarding ASM International’s prospects.
A look at Asm International Nv Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 5 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
ASM International N.V., a company that develops and manufactures semiconductor production machines, has a mixed outlook according to Smartkarma Smart Scores. While it boasts a strong resilience score of 5, indicating its ability to withstand market challenges, its value and dividend scores are moderate at 2. However, the company shines in terms of growth with a score of 4, showcasing its potential for future expansion. Additionally, its momentum score of 3 suggests a steady performance in the near term. With operations in key regions including Europe, the United States, Japan, and Asia, ASM International N.V. continues to play a significant role in the semiconductor industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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