ASML Holding N.V. New York Registry Shares (ASML)
ASML CEO Christophe Fouquet: No one is coming for us
Every time you use AI, you are, in some small way, depending on a 42-year-old, 44,000-person Dutch company that spends €4.5 billion each year to advance its technology.
Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,' Supply Can't Keep Up
Bernstein Research's Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share.
ASML (ASML) Just Overtook the 20-Day Moving Average
ASML (ASML) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ASML broke through the 20-day moving average, which suggests a short-term bullish trend.
ASML (ASML) Just Overtook the 50-Day Moving Average
ASML (ASML) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, ASML broke out above the 50-day moving average, suggesting a short-term bullish trend.
ASML (ASML) Upgraded to Buy: Here's Why
ASML (ASML) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Is ASML (ASML) a Buy as Wall Street Analysts Look Optimistic?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
ASML: The Question Is Whether Its Monopoly Can Outrun Its Premium Valuation
ASML commands a monopoly in EUV lithography, cementing its systemic importance in the semiconductor supply chain. ASML consistently beats consensus, with Q1 2026 revenue up 13% YoY and FY 2027 revenue expectations revised upward by 22%. Despite exceptional ROIC and financial strength, ASML trades at a premium valuation near 38-40x forward P/E, offering little margin of safety.
ASML: Potential Bull Trap As AI Super Cycle Continues - Reiterate Hold
ASML stands to benefit as the first in-line AI beneficiary of the multi-year cloud spending trends, with the robust demand triggering the expanded EUV capacity and the raised FY2026 guidance. The tight semiconductor supply and the ongoing productivity upgrading already contribute to its accelerating installed base monetization trends beyond historical levels. Thanks to the overly done stock momentum and the consequently premium valuations, ASML trades beyond my fair value estimates and offers a minimal margin of safety.
ASML: Strong Play On The AI Boom
ASML reported impressive Q1'26 results, driven by surging demand for lithography machines amid hyperscaler-led AI chip investments. Robust order intake and a raised revenue outlook (€36–40B) reflect continued CapEx growth in the Data Center and server markets. Gross margin improved to 53%, and operating margin reached 36%, the highest in a year, underscoring operational leverage.
The Race to Make the World's Most In-Demand Machine
Tech companies' plans to spend hundreds of billions of dollars on AI infrastructure depend on a one-of-a-kind Dutch equipment maker most Americans have never heard of.
Analysts try to quell the panic after Taiwan Semiconductor said a high-end ASML machine was too expensive
There aren't many customers for ASML's multi-million-dollar machines, and one of them just drew a line in the sand.
ASML Shares Trending Overnight As AGM Approves Dividend, Buyback Plan: What You Should Know
ASML Holding shares rise 0.65% after approving a €2.70 ($3.16) final dividend, bringing its 2025 payout to €7.50 ($8.78) per share and authorizing up to 10% share buybacks.
