ASML Holding N.V. is rated Buy with a 2028 price target of $2,048, implying a 24.7% upside. The positive outlook is supported by strong AI-driven demand for lithography equipment, expansion in EUV and High-NA technologies, and a shift towards higher-margin software services. However, investors are advised to hedge risks related to geopolitical tensions, especially the U.S. MATCH Act, which could reduce ASML's high-margin revenue from China and accelerate Chinese DUV equipment substitution. Overall, the stock is seen as a good accumulation opportunity amid geopolitical-led price dips.
ASML Holding N.V. leads the EUV lithography market and benefits from AI-driven semiconductor growth. However, its current high valuation assumes a near-perfect, extended AI supercycle, leaving little room for error if capital spending slows. Despite ...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) has dropped more than 20% in one month, mainly due to sector fears of margin contraction from Chinese oversupply. However, its core holdings, including ASML with its EUV monopoly and TSMC, rem...
