ASML Holding NV, a leading semiconductor equipment manufacturer, experienced a significant 5.11% plunge in its stock price during the Sunday night session. This downturn comes after the company's CEO raised concerns about potential risks related to customers and geopolitics that could impact its performance in 2025.
In its recent Q4 2024 earnings report, ASML delivered strong results, exceeding analysts' expectations for both earnings and revenue. However, the company's guidance for 2025 revenue, ranging from $30 billion to $35 billion, highlighted the uncertainties surrounding AI demand and geopolitical tensions.
According to CEO Christophe Fouquet, the rapid evolution of AI has created a shift in market dynamics, which may not benefit all customers equally in the short term. While acknowledging the potential for strong AI demand to drive results toward the upper end of the projected range, Fouquet also cautioned about the risks posed by customers and geopolitics that could push the company's performance toward the lower end of the range.
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