ASML Stock Recent News

The stock market offers investors more than one path to make a profit, but few have proven as successful and enduring as dividend investing.

Down roughly 20% from its highs earlier in the year, the Nasdaq Composite continues to hover around bear market territory.

Amy Raskin, CIO at Chevy Chase Trust, joins CNBC's "Halftime Report" to detail her latest portfolio moves.

ASML Holding N.V. remains a critical player in semiconductor manufacturing, with robust demand for its lithography systems despite recent stock selloffs and forecast misses. The company's strong financial performance, including a 46% sales jump and improved gross margins, underscores its growth potential amid rising chip and AI spending. Investors may be overly pessimistic; ASML's leading position in the EUV lithography market and anticipated profit growth make it an attractive investment at current valuations.

ASML Holding N.V.'s recent share price decline presents a compelling entry point due to its technology leadership, strong AI-driven demand, and proactive de-risking from China. Despite lower-than-expected Q1 net bookings, ASML's impressive earnings and revenue growth highlight its resilience and potential for long-term gains. The ongoing U.S.-China trade war is driving global semiconductor supply chain regionalization, benefiting ASML through increased demand for its lithography tools.

Shares of ASML Holding (ASML -2.77%) slipped after the company's net bookings, or orders, came in below expectations, and it warned that tariffs were creating uncertainty. The stock has fallen about 30% over the past year, as of this writing, largely due to concerns related to Chinese trade restrictions and, more recently, the impact of tariffs.

TKOMY, CELH, BFC, IDCC and ASML have been added to the Zacks Rank #1 (Strong Buy) List on April 21, 2025.

After years of strong returns, amidst the tariff-induced uncertainty, I am rotating towards European-based equities. US economy is facing mounting pressures, via weakening consumer demand, reduced CAPEX spending, inflation, and rising recession odds. European equities are relatively cheap, and despite structural issues, pockets of opportunities exist in high-growth areas and via re-arming Europe initiative.

I believe the post earnings selloff was an overreaction to tariff uncertainty, and I anticipate further volatility with sector specific semiconductor tariffs due next week. That said, I estimate a realistic 10% tariff on US imports will be imposed and fully passed on to customers, limiting ASML's margin hit. I expect High‑NA EUV adoption to lift margins by 2027–28. Mass production of NXE:5200 tools remains several years away.

This article pits two of the most important semiconductor FAB names against one another to determine which is the better value. Both AMAT and ASML are down -40+% from their all-time highs. Both have outstanding balance sheets, with the entire semi-FAB space as their TAM.