The word "monopoly" has a negative reputation in the investment and economic communities, as it is often linked to abusive pricing and unfair advantages that many other businesses and investors might not face. However, monopolies (or near-monopolies for that matter) can also mean outsized returns for investors who can spot them.
ASML Holding N.V.'s core moat—its monopoly on advanced lithography tools—remains unchallenged despite trade uncertainty and cyclical headwinds. Secular demand drivers like AI, automation, and data infrastructure support robust long-term growth for high-end chips and, by extension, ASML. Valuation is attractive, with healthy margins and limited competitive threats; current weakness reflects priced-in short-term risks, not fundamentals.
ASML's recent stock decline is overdone; market overestimates 2026–2027 revenue risk, creating a compelling buying opportunity. My analysis projects a worst-case 12.9% revenue decline, far less severe than the market's implied 21.2%, with Intel's CAPEX cuts manageable. ASML's technological leadership, unmatched supply chain, and strategic partnerships secure its long-term competitive advantage and premium valuation.
![]() ASML In 2 months Estimated | Quarterly | $1.85 Per Share |
![]() ASML 1 weeks ago Paid | Quarterly | $1.85 Per Share |
![]() ASML 3 months ago Paid | Quarterly | $1.92 Per Share |
![]() ASML 6 months ago Paid | Quarterly | $1.57 Per Share |
![]() ASML 9 months ago Paid | Quarterly | $1.64 Per Share |
![]() ASML 29 Jul 2024 Paid | Quarterly | $1.64 Per Share |
21 Oct 2025 (In 2 months) Date | | 6.3 Cons. EPS | - EPS |
15 Oct 2025 (In 2 months) Date | | 6.4 Cons. EPS | - EPS |
15 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
16 Jul 2025 Date | | 6.03 Cons. EPS | 5.9 EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
![]() ASML In 2 months Estimated | Quarterly | $1.85 Per Share |
![]() ASML 1 weeks ago Paid | Quarterly | $1.85 Per Share |
![]() ASML 3 months ago Paid | Quarterly | $1.92 Per Share |
![]() ASML 6 months ago Paid | Quarterly | $1.57 Per Share |
![]() ASML 9 months ago Paid | Quarterly | $1.64 Per Share |
![]() ASML 29 Jul 2024 Paid | Quarterly | $1.64 Per Share |
21 Oct 2025 (In 2 months) Date | | 6.3 Cons. EPS | - EPS |
15 Oct 2025 (In 2 months) Date | | 6.4 Cons. EPS | - EPS |
15 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
16 Jul 2025 Date | | 6.03 Cons. EPS | 5.9 EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
Semiconductors Industry | Technology Sector | Christophe D. Fouquet CEO | XBER Exchange | USN070592100 ISIN |
NL Country | 43,129 Employees | 29 Jul 2025 Last Dividend | 1 Oct 2007 Last Split | - IPO Date |
ASML Holding N.V., established in 1984 and headquartered in Veldhoven, the Netherlands, stands at the forefront of the semiconductor equipment industry, offering cutting-edge technology solutions to chipmakers globally. The company has evolved from its initial name, ASM Lithography Holding N.V., to ASML Holding N.V. in 2001, marking its growth and expanded vision. ASML’s reach spans across major technology hubs, including Japan, South Korea, Singapore, Taiwan, China, the Netherlands, Europe, the Middle East, Africa, and the United States, cementing its position as a pivotal player in the semiconductor manufacturing sector.
Advanced Semiconductor Equipment Systems: ASML engineers, markets, and supports a spectrum of semiconductor equipment systems essential for the production of integrated circuits (ICs). This includes pioneering solutions in lithography, metrology, and inspection, tailored to meet the demands of next-generation chip manufacturing.
Extreme Ultraviolet (EUV) Lithography Systems: These systems are at the heart of microchip production, enabling the creation of circuits smaller than ever before. EUV lithography is crucial for manufacturing the most advanced semiconductor nodes, pushing the boundaries of miniaturization and performance.
Deep Ultraviolet (DUV) Lithography Systems: Comprising both immersion and dry lithography solutions, DUV systems are versatile tools for creating a wide array of semiconductor nodes and technologies. They continue to play a crucial role in chip manufacturing, offering flexibility and precision.
Metrology and Inspection Systems: ASML’s metrology and inspection offerings, such as the YieldStar optical metrology systems and HMI electron beam solutions, are designed to ensure the highest quality standards. These systems allow for the detailed assessment of patterns on wafers and are pivotal in locating and analyzing defects at an individual chip level.
Computational Lithography Solutions: To complement its hardware offerings, ASML also provides sophisticated computational lithography tools. These solutions enhance the capabilities of lithography systems through advanced algorithms and software, enabling more precise and efficient patterning.
Lithography Systems Software and Control: The comprehensive software solutions and controls developed by ASML are integral to optimizing the performance and output of its lithography systems. This includes offerings that enhance processing speed, precision, and reliability through the lifecycle of the equipment.
Refurbishment and Upgrades: Beyond its new products, ASML extends the life and performance of existing lithography systems through refurbishment and upgrades. This service ensures that chipmakers can continue to achieve high-quality production without the immediate need for new equipment investments.
Customer Support and Related Services: A cornerstone of ASML’s offering is its extensive customer support and related services. This ensures that clients receive the assistance they need to maintain optimal operations, ranging from technical support to training and maintenance services, across its global operation sites.