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Key Points
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ASML Holdings (NASDAQ: ASML) remains dominant in semiconductor technology despite recent stock pullbacks.
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Booz Allen Hamilton (NYSE: BAH) faces challenges from government cost-cutting but continues to be essential for defense and intelligence projects.
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Kulicke & Soffa (NASDAQ: KLIC) shows signs of potential recovery after a tough year.
ASML Holdings announced a 15% stock drop following Q2 earnings, with management withdrawing growth guidance for 2026 amid tariff uncertainties, despite expecting a 15% growth rate for the current year. The stock is currently valued at about 26 times earnings, the lowest in the last decade apart from late 2018.
Booz Allen Hamilton’s stock trades over 40% below last fall’s highs due to fears over U.S. government efficiency cuts impacting its civil services, which constitute 35% of its revenue. However, the defense and intel segment, responsible for 65% of its business, is expected to remain resilient.
Kulicke & Soffa’s stock struggles due to recent project write-offs totaling over $187 million. Yet, there are indications of recovery in its core chip packaging business, with expected growth in its thermocompression bonding segment driven by AI, targeting $100 million in revenue by 2026.
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