ASML Holding (ASML) Buy, Sell or Hold

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ASML Holding (ASML)

1,758.77

-44.21 (2.45%)

as of Aug 19, 2026, 3:38:26 pm Market Open.

156 watching

Investor Insights

Aug 19, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

ASML Holding, a dominant supplier in the semiconductor equipment sector, is viewed positively by experts due to its monopoly position and strong demand for high-end machines. The company has reported impressive revenue growth exceeding 20% and earnings per share (EPS) closer to 30%, indicating robust financial performance. However, there is caution regarding its high valuation at a 50x price-to-earnings ratio, suggesting limited upside potential in the near term. While some analysts favor other companies like KLAC and LRCX, many believe that ASML is well-positioned in the ongoing semiconductor cycle, which has only just begun. Despite risks related to competition from China, the overall outlook remains strong, making it a potential buy on dips for long-term investors.

Consensus

Positive

Valuation

Overvalued

Similar

KLAC

HOLD

Great company. Effective monopoly on EUV lithography machines. You need these to be on the bleeding edge of chip tech. Very defensive. Rock solid, perhaps competition in the future. Because of their position, one of the safer picks in semis.

BUY

Likes the stock and their products which facilitate the production of semiconductors.

TOP PICK

Dutch semiconductor company. Patented system. Strong moat. 42x forward earnings and 29x free cashflow, a bit expensive because it's a monopoly. Price target of $742. Yield is 0.94%. (Analysts’ price target is $757.67)

DON'T BUY

Loves them, but he won't touch any semis stocks until the glut ends, probably in January.

BUY ON WEAKNESS

A great company, but not a great stock. It needs to get cheaper. They make equipment indispensable to make any kind of semiconductor for any higher-end performance.

WAIT

ASML vs. AVGO Both are great. AVGO is semiconductors, and ASML is semiconductor equipment. China, Europe, and the US are looking to build out foundry capacity. Longer term, it means a lot of capacity is coming online. Short term, it's good for equipment companies. Longer term, we'll have a glut, and this will be a structural challenge. Day trade the sector. High likelihood of price moving down due to price wars. He owns Samsung.

SELL

Very hot place to be, as a supplier to semiconductors. Remember it's a cyclical business, and this is the most cyclical of the semis. We're in a hot part of the cycle, and the PE value is very heavy. Earnings growth already factored in. You'd be better off in TSM.

BUY

There's a massive semis shortage, and ASML can produce high-end computer chips. Their cutting-edge technology is so good that Washington blocks the sale of some of their products to China. They report Wednesday.

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PARTIAL SELL

Primarily equipment manufacturing. It's taken off. He's pared back by 2/3 of a position. Hold on, but be very careful, as it's a cyclical business. Take some money off the table, or write calls against your position.

PAST TOP PICK

(A Top Pick Aug 07/20, Up 116%) He recommends holding it. It is expensive but is perpetually expensive because it is in a monopoly position. No one makes these machines. As foundry wars are heating up, all this adds up to more spending and more purchasing of their machines.

DON'T BUY

It is part of the semi-conductor ecosystem. There were strategic investments made over the last few years. There are the supply shortages and the fact that China is creating their own industry. He would not chase semi's here. This is a great company though.

PARTIAL BUY

They are able to get better prices and deal with huge demand, but the problem is that they trade at about 50 times earnings. They generate terrific margins. He would probably step into this stock with half a position if he wanted to get in, given where markets are right now. It is a better holding that Intel.

PAST TOP PICK

(A Top Pick Aug 07/20, Up 86%) World's only producer of EUV machines. In a great position.

COMMENT

An exceptional run. A lot of moving pieces. A leader in the ultra-violet side. Particularly likes the integrated device manufacturers, as they're not beholden to the foundries. He prefers Infineon (auto side) or Micron (memory side).

PAST TOP PICK

(A Top Pick Aug 07/20, Down 1%) Machines for manufacturing microchips. To put more tech in smaller space, you need better manufacturing machines. They have no competition in their space. Everyone at the forefront of technology must buy their machines. They effectively have a monopoly position.

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ASML Holding (ASML)