M Update ASML Holding NV | Europe October 10, 2024 05:00 AM GMT ADRASML.O Technology - European Semiconductors | Netherlands Some Autumn Sun before Winter Rain? We think investors are focused on the order intake for the quarter, signs of ongoing spend by TSMC, China DUV spend and any updates on the FY25 sales guide. ASML is set to release its 3Q24 results next week (17th October). We keep our Equalweight rating and €800 price target. Key Takeaways We expect the company to continue signalling FY25 sales at t ...