ASML Holdings is rated a buy with a price target of $2173, implying a 16.6% upside from the current $1863 per share. The growth is driven by increased EUV lithography use, high NA EUV adoption, and demand for metrology and inspection. Estimated EPS is expected to rise from €30.9 in 2026 to €36.49 in 2027, supported by a forward P/E of 51.29x. Risks include customer capex timing, export controls, and delays in High NA execution.
ASML, a Dutch lithography leader, has surged 74.81% in 2026 due to strong AI infrastructure demand, a record $45 billion backlog, and raised revenue guidance to €36-40 billion. Elon Musk praised ASML as a key SpaceX-Tesla supplier, boosting investor ...
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