ASML (NASDAQ:ASML), the Dutch semiconductor equipment powerhouse recognized as one of the most vital companies within the semiconductor ecosystem, has witnessed its stock rise nearly 8% over the past week, having surged by almost 50% from levels observed in early August. This rally follows a phase of renewed enthusiasm regarding the semiconductor cycle, driven by robust quarterly results, durable long-term guidance, and ongoing AI-related chip demand that shows no signs of abating.
ASML Holding N.V. ASML shares have jumped 43% over the past three months, far outpacing the Zacks Computer and Technology sector's 13.4% gain.
Does ASML (ASML) have what it takes to be a top stock pick for momentum investors? Let's find out.
When investors think about leading artificial intelligence (AI) growth stocks, names like Nvidia, Broadcom, and Advanced Micro Devices may come to mind. And while these three chip designers are redefining modern data centers, there's an equally important semiconductor company that should be getting equal attention.
ASML is rated Hold, reflecting strong fundamentals, cash generation, and unique market dominance in advanced lithography for AI-driven chip demand. ASML benefits from robust pricing power and strategic positioning, but faces risks from geopolitical tensions and potential future competition, especially from China. Momentum and cash flow grades are strong, but growth lags AI peers; current valuation reflects both solid fundamentals and AI-driven market enthusiasm.
With extreme ultraviolet (EUV) demand starting to come into the artificial intelligence (AI) deal cycle, investors can stop worrying about whether this will be a short-term spike in the tech trade. Shares of ASML Holding NASDAQ: ASML are rallying just over 2% following its latest quarterly earnings report, signaling growing confidence in the technology sector's long-term upside.
ASML delivered strong Q3 earnings, with robust system bookings, but missed on revenue. ASML's lithography machine demand reflects ongoing CapEx momentum driven by AI and hyperscaler investments in Data Centers.
ASML's NASDAQ: ASML stock price could hit new highs because it is well-positioned for the AI boom, and the chart action is bullish. Up 40% since early September, the market for this semiconductor equipment maker is rallying strongly amid the AI news cycle and analysts' sentiment trends, which are driving it toward a new all-time high.
ASML Holding N.V. (NASDAQ:ASML ) Q3 2025 Earnings Call October 15, 2025 9:00 AM EDT Company Participants Jim Kavanagh - Vice President of Investor Relations Christophe Fouquet - President, CEO and Chair of the Board of Management R.J.M.
ASML's latest quarter looked strong, but one subtle shift in its bookings mix hints at where the chip cycle really stands. Beneath solid numbers lies a quiet transformation — from 2D scaling to 3D integration — that could define ASML's next chapter. After a 60% gain, investors face a tougher challenge: knowing when strength becomes stagnation and deciding how to manage their stake.
Chipmaking equipment supplier ASML says it's upbeat on AI demand, even in the face trade policy headwinds.
Dutch tech giant ASML warned Wednesday of a steep fall in its China business next year, as it booked flat net profits in the third quarter of 2025 compared to the same period last year.