ASML Holding (ASML) Buy, Sell or Hold

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ASML Holding (ASML)

1,768.65

+21.37 (1.22%)

as of Jul 8, 2026, 8:00:00 pm Market Open.

156 watching

Investor Insights

Jul 8, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

ASML Holding is regarded as the dominant supplier of critical equipment in the semiconductor manufacturing process, commanding significant market share and showing exceptional revenue and earnings growth. However, experts express concerns about its high valuation, currently at a PE ratio of 50x, indicating it may be overvalued at this time. The outlook for ASML appears promising due to strong demand in the semiconductor sector, despite competitive pressures from emerging players in China. Some analysts suggest that the best time to invest may have been in the past when the stock was undervalued, and there is a consensus that waiting for a potential dip could be wise. The semiconductor equipment cycle is just beginning to gain momentum, further fueling optimism about ASML's prospects, particularly as the focus on advanced semiconductors grows amid shifts toward AI applications.

Consensus

Bullish

Valuation

Overvalued

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KLAC,KLAC

BUY

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

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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.

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.

TOP PICK

The leader in extreme ultraviolet lithography. They have a monopoly position in making semi-conductor chips. The technology allows for high precision to increase density on chips. (Analysts’ price target is $373.95)

Showing 46 to 60 of 61 entries

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ASML Holding (ASML)