What Are Analysts Saying About ASML Holding N.V. (ASML)?

ASML Holding N.V. (NASDAQ:ASML) is among the 15 Stocks ChatGPT Predicts Could Make You Wealthy in 5 Years. The stock rallied on Monday, gaining 6.56%, to close at $867.30, after receiving an upgrade from a sell-side analyst.

Last week, Arete Research, which has been covering the stock since 2018, upgraded ASML Holding N.V. (NASDAQ:ASML) from Hold to Buy for the first time in seven years, while announcing a EUR 879 price target for its shares.

Arete believes ASML would benefit from increased spending by the Taiwan Semiconductor Manufacturing Company Limited (TSMC), whose capex budget is estimated to be over $50 billion in both 2026 and 2027, according to the analyst. The research firm also added that ASML Holding N.V. (NASDAQ:ASML)’s shares already factor in the risks related to its China sales.

In other related news, UBS analyst Francois-Xavier Bouvignies on September 5 also upgraded the stock to Buy from Neutral, driven by his renewed optimism on the Dutch company’s lithography business.

ASML Holding N.V. (NASDAQ:ASML) is the only firm that makes EUV lithography machines used in advanced semiconductors, and the UBS analyst anticipates lithography intensity to start increasing in 2027 because of the upcoming production of the TSMC A14 logic node, which should result in strong demand.

While we acknowledge the potential of ASML as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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