COMPANY
ASML
ASML:NA
Primary coverage by Pierre Ferragu
Research
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Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple. Tech weekly wrap-upFebruary 2, 2026 — Pierre Ferragu
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ASML 4Q25: Strong order momentum, but 10% p.a. growth outlook doesn’t leave room for valuation upside. Neutral, €1,075 Target Price.January 28, 2026 — Pierre Ferragu
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ASML 4Q25 QT: Strong order momentum, but 10% p.a. growth outlook doesn’t leave room for valuation upside.January 28, 2026 — Pierre Ferragu
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Semicap in 2026 on a single slide: the growth outlook doesn’t justify recent valuationJanuary 22, 2026 — Pierre Ferragu
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Strengthening AI infrastructure outlook: Implications for semicapJanuary 16, 2026 — Pierre Ferragu
Events
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Jan
26TechnologyJanuary 26, 2026 — VirtualHosted by Pierre FerraguWatch Replay -
Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay -
Jun
20TechnologyJune 20, 2023 – June 20, 2023 — VirtualHosted by Pierre Ferragu and Rolf BulkWatch Replay -
Oct
25TechnologyOctober 25, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jul
1TechnologyJuly 1, 2022Hosted by Pierre FerraguWatch Replay -
Jun
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Nov
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Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
May
11TechnologyMay 11, 2021Hosted by Pierre FerraguWatch Replay -
Oct
28TechnologyOctober 28, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
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May
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