ASM International Could Face Consensus Cuts -- Market Talk

Dow Jones

2025/07/23

1211 GMT - ASM International backed its guidance for fiscal 2025, but consensus is still likely to come down following second-quarter earnings, UBS analysts say in a note. The Dutch supplier of semiconductor-making equipment could face low-to-mid single-digit percentage downgrades to EBIT consensus for the year, or a high-to-mid single-digit percentage on a reported basis, they say. "We believe 2026 EBIT consensus numbers are also likely to be revised down by mid-to-high single-digit percentage driven by currency and recent ASML results," they add. Shares are expected to underperform, but this should be limited given the company expects new orders to pick up again in the third quarter, the analysts add. Shares trade 9.75% lower at 454.30 euros. (nina.kienle@wsj.com)

(END) Dow Jones Newswires

July 23, 2025 08:11 ET (12:11 GMT)

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The Dutch supplier of semiconductor-making equipment could face low-to-mid single-digit percentage downgrades to EBIT consensus for the year, or a high-to-mid single-digit percentage on a reported basis, they say. \"We believe 2026 EBIT consensus numbers are also likely to be revised down by mid-to-high single-digit percentage driven by currency and recent <a href=\"https://laohu8.com/S/ASML\">ASML</a> results,\" they add. Shares are expected to underperform, but this should be limited given the company expects new orders to pick up again in the third quarter, the analysts add. Shares trade 9.75% lower at 454.30 euros. (nina.kienle@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 23, 2025 08:11 ET (12:11 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASM International Could Face Consensus Cuts -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASM International Could Face Consensus Cuts -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-07-23 20:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1211 GMT - ASM International backed its guidance for fiscal 2025, but consensus is still likely to come down following second-quarter earnings, UBS analysts say in a note. The Dutch supplier of semiconductor-making equipment could face low-to-mid single-digit percentage downgrades to EBIT consensus for the year, or a high-to-mid single-digit percentage on a reported basis, they say. \"We believe 2026 EBIT consensus numbers are also likely to be revised down by mid-to-high single-digit percentage driven by currency and recent <a href=\"https://laohu8.com/S/ASML\">ASML</a> results,\" they add. Shares are expected to underperform, but this should be limited given the company expects new orders to pick up again in the third quarter, the analysts add. Shares trade 9.75% lower at 454.30 euros. (nina.kienle@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 23, 2025 08:11 ET (12:11 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03165","symbol_name":"華夏歐優股對沖","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2553241248","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2553241248","pubTimestamp":1753272660,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1211 GMT - ASM International backed its guidance for fiscal 2025, but consensus is still likely to come down following second-quarter earnings, UBS analysts say in a note. The Dutch supplier of semiconductor-making equipment could face low-to-mid single-digit percentage downgrades to EBIT consensus for the year, or a high-to-mid single-digit percentage on a reported basis, they say. \"We believe 2026 EBIT consensus numbers are also likely to be revised down by mid-to-high single-digit percentage driven by currency and recent ASML results,\" they add. Shares are expected to underperform, but this should be limited given the company expects new orders to pick up again in the third quarter, the analysts add. Shares trade 9.75% lower at 454.30 euros. 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The Dutch supplier of semiconductor-making equipment could face low-to-mid single-digit percentage downgrades to EBIT consensus for the year, or a high-to-mid single-digit percentage on a reported basis, they say. \"We believe 2026 EBIT consensus numbers are also likely to be revised down by mid-to-high single-digit percentage driven by currency and recent ASML results,\" they add. Shares are expected to underperform, but this should be limited given the company expects new orders to pick up again in the third quarter, the analysts add. Shares trade 9.75% lower at 454.30 euros. 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