ASML Stock Recent News

Current valuation is highly attractive, with forward P/E ratios at multi-year lows, reminiscent of the COVID-19 crash, despite strong growth prospects. Industry tailwinds from key customers like Intel, TSM, and Nvidia, plus secular demand, reinforce my conviction in ASML's long-term potential. Geopolitical risks and seasonal volatility exist, but as a long-term value investor, I see ASML as a massively undervalued, high-quality opportunity.

ASML Holding expects EUV sales to surge 30% in 2025 on AI and memory demand, but macro risks cloud the outlook for 2026.

Some of my favorite purchases to make -- and most successful in hindsight -- have been adding to the steady dividend stocks in my portfolio on the dip.

Despite its recent pullback, Palantir Technologies (PLTR 1.60%) still ranks as one of the hottest stocks on the market this year. Some investors are no doubt mulling over whether or not to buy on the dip.

Many growth stocks are valued for what they could one day become rather than where they are today. So, building an investment thesis in a growth stock inherently requires patience.

What makes a growth stock stand out from the pack? How about a monopoly on a critical technology that will fuel a $700 billion industry for years to come?

ASML is the indispensable, monopolistic foundation of the global semiconductor industry, yet it trades at a significant and unjustified 'European discount' versus its tech clients. Geopolitical risks and export bans to China are overblown; global chip demand will simply shift to other ASML customers, preserving overall equipment demand. ASML's current dominance in EUV lithography ensures a strong moat and growth for the next 5-10 years, making the recent price decline a buying opportunity.

ASML (ASML) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

ASML's stock underperformed the S&P 500 due to trade tensions and China-related order cancellations, but its technology leadership remains intact. Despite €1.4 billion in Chinese order cancellations, ASML delivered strong Q2 results with 31% revenue growth and EPS up 47% year-on-year. Guidance reflects uncertainty, especially regarding China, but ASML still expects 15% sales growth and robust margins for the full year.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?