ASML bookings blow past expectations as profit climbs 32%
ASML's (ASML) (NL:ASML) profit rose 32% to EUR2.69 billion ($2.81 billion) as sales rose 28% to EUR9.27 billion. Analysts polled by Visible Alpha expected a profit of EUR2.63 billion on sales of ...
10 Stock and Bond Market Insights That Are Hardly ‘Dull’
Dividend-screened portfolios of various kinds have failed to keep up with the broad US stock market over the past 10 years, ...
What Makes a Good Index Fund?
What was once state-of-the-art is now antiquated. The first indexes used information that was available, not what was best ...
Weak German Consumer Confidence Dashes Hopes of Rebound at Start of 2025
A leading consumer-climate index conducted by research groups GfK and the Nuremberg Institute for Market Decisions slipped to minus 22.4 in February's forecast, from minus 21.4 in January. It was a ...
ASML Orders Exceed Forecasts as AI Chip Demand Remains Strong — Update
ASML in October trimmed its sales forecasts for 2025, saying some areas of the semiconductor industry aside from AI were taking longer than expected to recover. The company is forecasting between 30 ...
ASML Orders Exceed Forecasts in Defiance of DeepSeek AI Selloff
ASML Holding posted orders well above analysts' expectations for the fourth quarter as chip makers scrambled to get their hands on machinery to produce increasingly sophisticated semiconductors amid ...
Lockheed's Portfolio and Scale Position It Well at the Pinnacle of the Defense Contracting Industry
Lockheed should benefit from recent and foreseeable increases in US defense spending, driven in the short term by orders to resupply munitions expended in Ukraine far faster than they can be made.
Soft Guidance Reflecting Lytton Maintenance
Ampol's fourth-quarter 2024 Lytton refiner margin was 56% below the previous corresponding period at USD 4.60 per barrel. The refined fuel retailer is guiding for underlying 2024 EBIT and EBITDA of ...
F5 Focus on Security and Software Solutions Positions the Firm Well For the Future
F5 is a financially sound firm, in our opinion. The company has a strong balance sheet, has solidly generated strong free cash flow, and possesses a war chest of cash. As of the end of fiscal 2024, F5 ...
Manhattan’s Wide Moat Is Supported by Its Leadership in Supply Chain Software
Software model transitions from perpetual license to subscriptions are not new to investors, so we think the path should generally not surprise too much over the next couple years. We also think the ...
Myer's Sales and Earnings Under Pressure
However, Myer's sales have rebounded strongly with the reopening of the economy, and fiscal 2024 sales were above prepandemic levels in fiscal 2019. The merger with five apparel brands previously ...
Sysco’s Scale Across Purchases and Logistics Can Withstand Recent Headwinds to Out-of-Home Dining,
Sysco allows restaurants to buy the bulk of its needs from a single source rather than dozens of producers, simplifying logistics and saving time. While the goods it sells are commodities, Sysco can ...