ASM International consensus in focus, analysts see muted upside for the shares
23.06.2026 - 13:01:57 | ad-hoc-news.de
By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-23, 13:00.
ASM International (NL0000334118) attracts steady analyst coverage as a mid-sized player in semiconductor equipment alongside peers like ASML and Applied Materials. Recent consensus data compiled by several broker platforms shows a balanced mix of Buy and Hold ratings with muted upside potential for the shares according to market commentary. Reuters consensus overview on European chip equipment makers
What recent analyst reports show
According to aggregated analyst data on ASM International, several major houses including UBS and JPMorgan currently rate the stock between Neutral and Overweight, with 12-month price targets only moderately above recent trading levels. MarketScreener consensus summary for ASM International The latest updates over the past month indicate cautious optimism about front-end wafer fabrication spending, but also highlight risks from potential delays in customer capex decisions.
In its most recent note, one European brokerage described ASM International’s valuation as fair relative to peers, pointing to a forward price-to-earnings multiple roughly in line with larger competitor ASML and the broader semiconductor capital equipment group. UBS sector research on semiconductor equipment The report emphasized the company’s exposure to leading-edge node investments but flagged that a slowdown in memory-related spending could weigh on order momentum.
Consensus for the coming quarters
Consensus forecasts for ASM International’s revenue and earnings over the next two quarters reflect expectations for continued growth, but at a slower pace than in the strong upcycle of the previous year. Bloomberg data on ASM International estimates Analysts generally anticipate mid-teens percentage revenue growth for the current fiscal year, driven by demand for atomic layer deposition tools from logic and foundry customers.
However, several houses note that margin expansion may be limited in the near term as ASM International invests in new product development and capacity, which could keep operating margins around recent levels. JPMorgan global semiconductor equipment outlook The consensus picture therefore remains cautious, with earnings estimates broadly stable but with few upward revisions over the past weeks.
All news and analysis on the ASM International shares
Further reports, price data and background on ASM International are available in the dedicated topic section and on the company’s investor relations pages.
The business behind the stock
ASM International generates its revenue primarily by supplying advanced wafer processing equipment, with a particular strength in atomic layer deposition systems used in front-end semiconductor manufacturing. The portfolio targets leading-edge logic and foundry customers that invest heavily in equipment for sub-5-nanometer nodes.
Where the stock trades today
The ASM International shares (NL0000334118) trade on Euronext Amsterdam, with the latest available quote showing the stock at 620.00 euros as of 2026-06-23, 12:30.
ASM International key share data
- Company: ASM International N.V.
- ISIN: NL0000334118
- WKN: A0G9J3
- Ticker: ASM
- Trading venue: Euronext Amsterdam
- Price (as of 2026-06-23, 12:30): 620.00 euros
- Market cap: 31.0 billion euros (as of 2026-06-23)
- Sector / industry: Semiconductor equipment and materials
- Index membership: AEX
- Next earnings date: 2026-07-31
Disclaimer: This article is for informational purposes only and does not constitute investment advice, a recommendation to buy or sell securities, or a solicitation of any transaction. All data are based on sources believed to be reliable but may be subject to change.
