ASM International NV

ASM: XAMS (NLD)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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ASM Earnings: Trading at Trough-Cycle Valuation While Reality Differs; Fair Value to EUR 950

Javier Correonero

Jul 29, 2026

ASM reported phenomenal results. Sales of EUR 1 billion were above the midpoint of guidance; revenue will accelerate 20% sequentially in the second half, and the medium-term demand outlook remains strong.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

United States

ASM International NV

ASM Earnings: Trading at Trough-Cycle Valuation While Reality Differs; Fair Value to EUR 950

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