Sign in

    Alexander Duval

    Vice President and Senior Equity Analyst at Goldman Sachs

    Alexander Duval is a Vice President and Senior Equity Analyst at Goldman Sachs specializing in technology, communication services, and consumer discretionary sectors, with a focus on European and global tech companies such as STMicroelectronics, Nokia, Ericsson, Logitech, Mobileye, and Embraer. He has issued over 500 stock ratings, achieving a 55% success rate and a +6.1% average return per analyst rating over a 1-year horizon, with his most profitable call realizing a 164% gain on Embraer. Duval began his career in equity research in 2015 and joined Goldman Sachs shortly thereafter, establishing himself through rigorous analysis and well-regarded investment calls. He holds requisite professional credentials as registered with FINRA and is widely cited in industry discussions and financial media.

    Alexander Duval's questions to ASML HOLDING (ASML) leadership

    Alexander Duval's questions to ASML HOLDING (ASML) leadership • Q2 2025

    Question

    Alexander Duval of Goldman Sachs asked for elaboration on the trend of increasing lithography intensity in leading-edge memory and its sustainability. He also requested an update on ASML's progress toward leveraging common platforms for future tool generations.

    Answer

    President & CEO Christophe Fouquet confirmed a sustained trend of increased EUV layer adoption by DRAM customers on their latest nodes to simplify complex roadmaps, a dynamic he sees as very positive. On platforms, he stated that ASML will continue to improve the current EUV platform through the end of the decade, with the next-generation common platform, similar to the High-NA platform, likely becoming available for Low-NA tools early in the next decade.

    Ask Fintool Equity Research AI

    Alexander Duval's questions to NOKIA (NOK) leadership

    Alexander Duval's questions to NOKIA (NOK) leadership • Q1 2025

    Question

    Alexander Duval asked for details on the T-Mobile U.S. contract extension and inquired about the key drivers behind the growing backlog in the Network Infrastructure segment amid macro uncertainty.

    Answer

    President and CEO Justin Hotard described the T-Mobile agreement as a 'significant multiyear extension' of their RAN contract, reinforcing a deep partnership. He attributed the Network Infrastructure backlog growth to strong demand from hyperscalers for AI and data center connectivity, which is driving optical networking needs and validating the Infinera acquisition. He noted the book-to-bill for both NI and Optical Networks was above 1.

    Ask Fintool Equity Research AI

    Alexander Duval's questions to ERICSSON LM TELEPHONE (ERIC) leadership

    Alexander Duval's questions to ERICSSON LM TELEPHONE (ERIC) leadership • Q3 2024

    Question

    Alexander Duval of Goldman Sachs questioned the rationale behind Ericsson's sub-seasonal Q4 revenue guidance for the Networks segment, given the strong ramp-up of the AT&T contract in Q3, and asked about the potential impact on group margins.

    Answer

    Lars Sandstrom, CFO, explained that the North American ramp-up in Q2 and Q3 was more intensive than initially expected. He anticipates this pace will normalize and moderate in Q4 and into the next year, based on a collaborative rollout schedule with the customer.

    Ask Fintool Equity Research AI

    Alexander Duval's questions to ERICSSON LM TELEPHONE (ERIC) leadership • Q2 2024

    Question

    Alexander Duval of Goldman Sachs inquired whether the guidance for 'normal seasonality' in top-line growth should be considered the baseline, and if the AT&T contract win represents an upside to that or is already factored in.

    Answer

    CFO Lars Sandstrom clarified that the Q3 seasonality guidance already incorporates the anticipated growth from North America, including the AT&T contract, which is balanced against weaker conditions in other global regions. Therefore, it should not be considered an additional upside.

    Ask Fintool Equity Research AI