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ASM International NV (DE:AVSN)
FRANKFURT:AVSN

ASM International (AVSN) Price & Analysis

2 Followers

AVSN Stock Chart & Stats

€775.00
-€85.00(-9.88%)
At close: 4:00 PM EDT
€775.00
-€85.00(-9.88%)

Bulls Say, Bears Say

Bulls Say
High Margins & ProfitabilitySustained high gross and operating margins indicate strong pricing power, favorable product mix (leading‑edge deposition tools) and operating leverage. Over 2–6 months this underpins durable cash generation and the ability to fund R&D and customer support through semiconductor cycles.
Very Conservative Balance SheetMinimal leverage and a large equity base provide strong financial flexibility to invest in capacity, fund Scottsdale build‑out, pursue M&A selectively or sustain buybacks. This structural strength reduces refinancing and solvency risk across industry downturns.
Strong Cash Generation & FCF GrowthRobust operating cash and rapid free cash flow expansion demonstrate the business can convert sales into deployable capital. Over the medium term this supports R&D, facility investment, and shareholder returns while buffering cyclical revenue swings.
Bears Say
Customer Concentration (logic/foundry)Heavy dependence on logic/foundry customers concentrates demand timing and node‑transition risk. If a few large customers delay transitions or shift supplier strategies, revenue and equipment utilization can swing materially, raising cyclicality over the coming quarters.
China / Export Control UncertaintyGeopolitical and export‑control uncertainty can structurally alter order timing, market access and customer behavior in China. For a company selling capital equipment, reduced visibility and potential restrictions create durable execution and market‑access risk over multiple reporting periods.
Moderate Cash Conversion Vs EarningsPersistently lower cash conversion versus reported earnings suggests working‑capital or timing inefficiencies. Over months this can constrain liquidity for growth initiatives, increase sensitivity to order timing, and imply earnings are less cash‑backed than margins indicate.

ASM International News

AVSN FAQ

What was ASM International NV’s price range in the past 12 months?
ASM International NV lowest stock price was €396.00 and its highest was €1060.00 in the past 12 months.
    What is ASM International NV’s market cap?
    ASM International NV’s market cap is €36.79B.
      When is ASM International NV’s upcoming earnings report date?
      ASM International NV’s upcoming earnings report date is Oct 27, 2026 which is in 89 days.
        How were ASM International NV’s earnings last quarter?
        ASM International NV released its earnings results on Jul 28, 2026. The company reported €5.919 earnings per share for the quarter, beating the consensus estimate of €5.636 by €0.283.
          Is ASM International NV overvalued?
          According to Wall Street analysts ASM International NV’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does ASM International NV pay dividends?
            ASM International NV does not currently pay dividends.
            What is ASM International NV’s EPS estimate?
            ASM International NV’s EPS estimate is 5.81.
              How many shares outstanding does ASM International NV have?
              ASM International NV has 49,328,550 shares outstanding.
                What happened to ASM International NV’s price movement after its last earnings report?
                ASM International NV reported an EPS of €5.919 in its last earnings report, beating expectations of €5.636. Following the earnings report the stock price went down -9.884%.
                  Which hedge fund is a major shareholder of ASM International NV?
                  Currently, no hedge funds are holding shares in DE:AVSN
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    ASM International Stock Smart Score

                    Company Description

                    ASM International NV

                    ASM International N.V., together with its subsidiary companies, operates internationally, focusing on the design, production, sales, and maintenance of cutting-edge equipment and specialized materials vital for creating semiconductor devices. Their global presence extends across North America, Europe, and Asia. The company's core offerings include advanced wafer processing deposition systems. These sophisticated systems are engineered for critical applications such as single-wafer atomic layer deposition (ALD), plasma-enhanced chemical vapor deposition (PECVD), epitaxy, and batch diffusion/furnace processes. In addition to equipment, ASM International N.V. provides essential spare parts and comprehensive technical support services. Essentially, their technology plays a crucial role in the intricate fabrication steps where silicon wafers are precisely layered to form semiconductor devices. Their clientele primarily consists of manufacturers specializing in semiconductor devices and integrated circuits. Established in 1968, the company, formerly known as Advanced Semiconductor Materials International NV, maintains its headquarters in Almere, the Netherlands.

                    ASM International (AVSN) Earnings & Revenues

                    AVSN Company Deck

                    AVSN Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a strong operational and financial performance: revenue and equipment sales beat expectations, margins and free cash flow were robust, and management upgraded longer‑term revenue ambition (2027 > prior top end). Key technology wins (1.4 nm, molybdenum, DRAM epi) and healthy order momentum underpin a confident outlook. Remaining concerns include China‑related visibility and export control uncertainty, seasonal weakness in mature logic/foundry in H2, supply‑chain stress and cost inflation, and a high concentration of equipment sales in logic/foundry. Overall the positive growth, profitability and cash generation materially outweigh the highlighted risks.View all DE:AVSN earnings summaries
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