ASML Holding is rated HOLD short-term, BUY long-term, with fair value estimated at ~$1200 per share via DCF analysis. Revenue from China is expected to decline sharply in 2026, stabilizing by late 2026 and 2027, posing near-term risk but not undermining long-term demand. Transition to high NA EUV systems is slower than expected, but AI and HBM/DRAM demand should accelerate growth and margin exp...
ASML (NASDAQ: ASML), the leading Dutch supplier of semiconductor equipment and the sole provider of EUV lithography systems, begins 2026 on a robust note. Following a tumultuous 2025, the stock has increased by nearly 16% during the first week of January, driven by numerous analyst upgrades and price targets soaring to as high as $1,500.
Many investors believe that a bubble has formed in the artificial intelligence sector. Research from The Motley Fool finds that only about 1 in 4 investors thinks that AI stocks have sustainable valuations.
ASML Holding N.V. has decisively broken out to new highs, outperforming semiconductor peers recently, as sentiments are boosting fab equipment plays. ASML's dominant EUV moat remains unchallenged despite competitive and geopolitical noise, with customer diversification improving via Intel and Samsung's growing momentum. Revenue and margin visibility through 2027 appears strong and validated, un...
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