ASML shares rallied on Monday to make the stock one of the strongest-performing members of the Nasdaq 100 after an analyst upgrade due to demand from memory-chip producers.
ASML (ASML) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
We are bullish on ASML Holding, reflecting robust capex-driven demand from top customers despite China headwinds. 2026 revenue growth is expected to be modest (5.27%) due to a significant decline in China sales, but strong logic and memory capex from TSMC, Samsung, Micron, and SK Hynix underpins long-term growth. ASML maintains a dominant position in EUV lithography, with High-NA ramping up and competitors remaining years behind in advanced technology.
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) closed at $1 in the latest trading session, marking a +2.06% move from the prior day.
ASML Holding's margins are increasingly tied to EUV adoption in logic and DRAM, as higher-priced tools and service revenues lift profitability over time.
Recently, Zacks.com users have been paying close attention to ASML (ASML). This makes it worthwhile to examine what the stock has in store.
ASML trades near a 52-week high as EUV dominance, High-NA progress and AI-driven chip demand support its long-term case.
ASML CEO Christophe Fouquet says artificial intelligence investing now resembles an "arms race," but that he sees no bubble in the industry. The Dutch company is Europe's most valuable company, and one of the most important cogs in the global AI supply chain.
ASML Holding remains a must-own AI portfolio position, boasting an unrivaled EUV lithography moat and diversified customer base. Despite a premium valuation (~38x forward PE), ASML's risk-reward is compelling due to stable demand, a robust order book, and limited competitive threats. High-NA system adoption, advanced packaging wins, and strong installed base sales underpin resilient growth, though cyclicality and geopolitical risks persist.
Taiwan Semiconductor's surging AI-driven revenues, aggressive expansion and stronger long-term growth outlook make it a better investment option than ASML Holding.
Customers of chip equipment maker ASML include at least one firm with links to the Chinese military, Dutch television program Nieuwsuur reported on Tuesday.