ASML Holding (ASML) Buy, Sell or Hold

ASML Holding (ASML)

1,504.00

+79.25 (5.56%)

as of Nov 9, 2026, 4:36:00 pm Market Open.

156 watching

TOP PICK

Cutting-edge semiconductor technology. Provides equipment to TSM, Samsung, and INTC. Trades at 9.9x price to sales. Compare that to NVDA. Dominant in the space. The one behind the scenes to create the technology for AI, 5G, and cloud computing. Strong revenue expansion and ROIC. Good earnings growth. Beat expectations and boosted guidance. Yield is 0.91%.

(Analysts’ price target is $760.57)

WEAK BUY

ASML vs. GOOG

Both great but different businesses, and great as long-term holds. Decide what end-market you're targeting to make your choice.

ASML makes cutting-edge machines that cost $100s of millions per unit. Concerns in the near term about China and the tit-for-tat going on. Risk that orders will be pushed back. Long-term, still likes a lot. Quite expensive, more of a monopoly.

GOOG is still one of his favourites. May just have the best AI capabilities in the world, despite OpenAI and the MSFT partnership, and that will continue to power through. Not expensive.

TOP PICK

Semi-conductor business very strong with rise of A.I.
Long history of performance.
Wide variety of products that support economy.
"Moore's Law" very good for future of chip business.
Service style business for tech industry.
Large revenue growth in Asia markets.
Trading at 1.3 PE/Growth ratio - cheap compared to peers.

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.

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.

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ASML Holding (ASML)