ASM International

UBS has reiterated its 'Buy' rating for ASM International and raised the target price from €1,275 to €1,325. ASM is considered a leading supplier of deposition systems for wafer processing, particularly in the area of atomic layer deposition (ALD). The company is benefiting from strong demand driven by the AI boom, which has noticeably improved its outlook. » Mere på finanzen.net

ASM International’s share tumbles about 6.6% to an intraday low near €775, well below the 52-week high of €1,092.50. The decline was triggered by sector-wide selling in AI-related semiconductor stocks after calls from OpenAI and Anthropic to slow AI development, and by a technical break below the medium-term uptrend. Analysts' warnings (Jefferies: sell), strong technical sell signals and a risk-off environment in US markets have amplified the pressure; investors are awaiting new fundamental data in October. » Mere på de.investing.com

ASM International shares climbed about 5.5% to €832 after the market reassessed the company’s record Q2 2026 results. ASM reported quarterly revenue above €1 billion for the first time, a gross margin of 51.9% and free cash flow of €355 million. The company expects Q3 revenue of around €1.1 billion and H2 revenue growth of more than 20%, and full‑year 2026 revenue is forecast to exceed €4 billion. Analysts including Deutsche Bank and Kepler Cheuvreux raised their ratings and price targets, supporting the stock’s recovery. » Mere på de.investing.com