ASML's fundamentals are robust, with strong revenue and EPS growth, expanding margins, and a fortress balance sheet supporting my continued Buy rating. AI-driven semiconductor demand and massive industry capex are major tailwinds, positioning ASML as a key beneficiary due to its EUV lithography dominance. Valuation remains attractive, with ASML appearing 43% undervalued even under conservative growth assumptions, supporting a target price of $1,054.
ASML is the unrivaled infrastructure play for the AI boom, holding a monopoly on EUV lithography essential to all advanced chips. Decades of R&D and massive barriers to entry give ASML a Buffett-style 'moat with sharks,' ensuring its dominance and technological lead. Despite regulatory risks and export controls, ASML's projected high-teens EPS growth and rapid dividend increases make it a compelling long-term investment.
ASML's new $400 million chip colossus transforms how semiconductors are made. CNBC got the first-ever on-camera look at the new machine, called High NA.
ASML's technological leadership and robust financials offer strong long-term growth potential, making the stock worth buying.
Zacks.com users have recently been watching ASML (ASML) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
ASML (ASML) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, ASML broke through the 200-day moving average, which suggests a long-term bullish trend.
The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. KLAC, ASML, GE and HWM are some such stocks.
Here is how ASML (ASML) and Cognizant (CTSH) have performed compared to their sector so far this year.
ASML Holding and Taiwan Semiconductor Manufacturing power the chip industry, but ASML's EUV monopoly and strong outlook give it the investment edge.
ASML (ASML) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
ASML has a significant MOAT due to its irreplaceable technology, making it a key player in the AI industry. With Trump planning to onshore chip manufacturing, ASML has significant tariff bargaining power not priced into the stock. At a seriously depressed valuation, ASML is facing a significant growth opportunity.
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?