#2 - ASML Holding NV (NASDAQ:ASML)
ASML Holding NV (NASDAQ: ASML) offers a unique way to invest in the semiconductor industry. Unlike traditional chipmakers, ASML doesn’t manufacture chips—it builds the cutting-edge equipment that makes chip production possible. And it offers technology such as extreme ultraviolet lithography (EUV) machines that no other company can provide. Additionally, strict export regulations prevent these machines from being sold to China, helping ASML maintain its technological lead for years to come.
The biggest risk for ASML—and the broader semiconductor sector— is if investment in AI infrastructure begins to wane. However, that seems unlikely, as the company projects a strong compound annual growth rate (CAGR) of approximately 20% from 2025 to 2030.
Analyst sentiment remains bullish. JP Morgan Chase reiterated its Overweight rating and gave ASML stock a price target of $1,100—more than 50% above the consensus target as of late February 2025.
About ASML
ASML Holding N.V. develops, produces, markets, sells, and services advanced semiconductor equipment systems for chipmakers. It offers advanced semiconductor equipment systems, including lithography, metrology, and inspection systems. The company also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography solutions to manufacture various range of semiconductor nodes and technologies.
More about ASML- Current Price
- $708.71
- Consensus Rating
- Moderate Buy
- Ratings Breakdown
- 9 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $937.00 (32.2% Upside)
