ASML has become Europe's most valuable company thanks to its dominance in making lithography systems, huge "chip printing" machines that cost $250 million each and are indispensable to firms driving the AI boom.
ASML Holding outlines how a shift toward advanced EUV systems and High-NA technology can lift gross margins to as high as 60% by 2030.
ASML Holding N.V. ASML is slated to report fourth-quarter 2025 results on Jan. 28, before market open.
ASML Holding trades at a premium to its 5-year average multiples after a 40%+ rally, with forward P/E still above 30. Despite valuation concerns, I maintain a bullish outlook, downgraded from Strong Buy, due to ASML's unique positioning amid aggressive investments in CapEx from its main customers. Geopolitical risks, especially US-EU tensions, could pressure ASML's share price despite likely supply chain exemptions.
ASML (ASML) concluded the recent trading session at $1, signifying a +2.57% move from its prior day's close.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
ASML is fully valued at current prices, yet I maintain a "Buy" rating due to anticipated AI-driven demand beyond 2027. Recent wafer fabrication equipment spending and TSM's CapEx increases signal robust, prolonged demand, supporting ASML's pricing power and future growth. Q4 2025 consensus expects $11.1 billion in revenue (+15.1%) and $8.73 EPS (+22.5%), with 2026-2027 growth hinging on management guidance.
The AI revolution has created obvious investment opportunities in semiconductor stocks like Nvidia ( NASDAQ:NVDA ) and even those supplying the chipmakers like ASML ( NASDAQ:ASML ).
The semiconductor stocks have enjoyed another big leg higher to start the year. With unprecedented AI demand and aggressive AI data center builds pushing the fabs to ramp up on capacity expansions, it should be no surprise to see the broader basket of semiconductor names making up for lost time.
The latest trading day saw ASML (ASML) settling at $1, representing a +2.04% change from its previous close.
Dutch semiconductor equipment maker ASML on Friday held gains to hit record highs following Taiwanese chipmaker TSMC's strong earnings report. ASML is the world's only supplier of the complex photolithography machines needed to manufacture cutting-edge artificial intelligence chips.
ASML Holding pushes High-NA EUV into fabrication, replacing DUV multi-patterning and powering sub-2nm logic and DRAM as EUV demand accelerates into 2026.