ASML

ASML

Market cap $493B

ASML Holding NV (NASDAQ: ASML) has officially broken into the upper echelon of market leaders, surging in its Benzinga Edge's momentum score.

ASML's DRAM memory supercycle should drive a strong rebound in bookings and book-to-bill, as leading DRAM makers add substantial greenfield capacity that requires more complex lithography. High-NA EUV is progressing from R&D into commercial ramp, with Intel and other customers preparing for 14A and advanced nodes, supporting a recovery in system sales from late FY26 onwards. Increasing High-NA EUV volumes should help ASML progress toward its FY30 gross margin target, as scale reduces High-NA dilutive effects and lifts the overall margin mix.

As a whole, large-cap semiconductor stocks performed impressively in 2025. The performance of the iShares Semiconductor ETF NASDAQ: SOXX demonstrates this.

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 expansion post-2026.

NVIDIA (NASDAQ:NVDA) has delivered a 23,000% return over the past decade has become the benchmark every tech investor measures against.

ASML is effectively the only player in a key aspect of the semiconductor business. Its business, however, ebbs and flows quite a bit.

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 NV (ASML) shares gained 35,423% since 1997's first Big Money outlier inflow signal.

ASML (ASML) closed the most recent trading day at $1, moving 1.06% from the previous trading session.