ASML

ASML

Market cap $392B

ASML's NASDAQ: ASML stock price could hit new highs because it is well-positioned for the AI boom, and the chart action is bullish. Up 40% since early September, the market for this semiconductor equipment maker is rallying strongly amid the AI news cycle and analysts' sentiment trends, which are driving it toward a new all-time high.

"If you're bullish on A.I., you're bullish in ASML," says Nick Raich.

ASML Holding N.V. (NASDAQ:ASML ) Q3 2025 Earnings Call October 15, 2025 9:00 AM EDT Company Participants Jim Kavanagh - Vice President of Investor Relations Christophe Fouquet - President, CEO and Chair of the Board of Management R.J.M.

ASML Holding N.V. is downgraded to 'Hold' after a significant share price rally and only modest Q3 results. Q3 revenue was flat year-over-year, with new machine sales down but recurring maintenance revenues rising, supporting margin expansion. Order intake was below revenue, suggesting limited near-term growth; analysts forecast just 4% revenue growth for next year.

ASML's latest quarter looked strong, but one subtle shift in its bookings mix hints at where the chip cycle really stands. Beneath solid numbers lies a quiet transformation — from 2D scaling to 3D integration — that could define ASML's next chapter. After a 60% gain, investors face a tougher challenge: knowing when strength becomes stagnation and deciding how to manage their stake.

Chipmaking equipment supplier ASML says it's upbeat on AI demand, even in the face trade policy headwinds.

CNBC's Kristina Partsinevelos joins 'Squawk on the Street' to discuss the latest earnings from ASML.

ASML Holding N.V. is upgraded to a Buy rating, driven by strong AI-related tailwinds and robust earnings momentum heading into 2026. ASML's Q3 results showed impressive net bookings, solid margins, and strong demand for EUV systems, especially from China, despite a slight revenue miss. Valuation remains attractive, with shares trading below historical P/E multiples, while risks include EUV delays and China export restrictions.

Dutch chip equipment maker ASML Holding NV (NASDAQ:ASML, ETR:ASME) said on Wednesday it is well positioned to navigate China's new rare-earth export rules, as the company reported modest revenue growth and stronger-than-expected profits for the third quarter. CFO Roger Dassen told Bloomberg the company had already secured sufficient rare-earth materials for the coming months, highlighting ASML's long supply chain lead times.

Here's our initial take on ASML Holding's (ASML 2.90%) third-quarter financial report.