#2 - ASML Holding NV (NASDAQ:ASML)
ASML Holding NV (NASDAQ: ASML) provides another way to invest in semiconductor stocks. ASML Holding isn’t a foundry. Rather, it makes the equipment that allows chipmakers to make chips. And it offers technology such as extreme ultraviolet lithography machines that no other company can provide. Plus, many of its machines are regulated. For example, they can’t be sold to China, which will allow ASML to maintain its technological lead for many years.
The biggest risk for the company and the entire sector is if the investment in AI infrastructure begins to wane. However, that doesn’t seem likely as the company is forecasting a compound annual growth rate (CAGR) of approximately 20% between 2025 and 2030.
Analyst sentiment is bullish. For example, in January 2025, JPMorgan Chase & Co. (NYSE: JPM) reiterated its Overweight rating and gave ASML stock a price target of $1,100. That’s an increase of over 50% from the consensus price target on February 25, 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
- $746.93
- Consensus Rating
- Moderate Buy
- Ratings Breakdown
- 9 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $937.00 (25.4% Upside)
