ASML Holding (ASML) Buy, Sell or Hold

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ASML Holding (ASML)

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1,890.19

-9.29 (0.49%)

as of Jun 12, 2026, 3:36:05 pm Market Open.

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Investor Insights

Jun 12, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

ASML Holding is recognized as a leading player in the semiconductor capital equipment industry, boasting a dominant market share of over 80%. Recent reports show impressive bookings, significantly surpassing street expectations, indicating that the cycle is just beginning. However, some experts believe the stock may be inflated at current levels and recommend waiting for a dip before purchasing. There's an acknowledgment of challenges posed by China's efforts to develop its semiconductor industry, but the outlook remains promising given the demand for advanced chips that rely on ASML's EUV solutions. As the market adjusts, there are indications of profit-taking and potential volatility, with a significant focus on the AI sector driving future growth.

Consensus

Positive

Valuation

Overvalued

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LRCX, LRCX

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)

TOP PICK

Good valuation. Taking market share.

Showing 46 to 59 of 59 entries

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ASML Holding (ASML)