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At around $700 per share, ASML Holding (ASML 1.33%) has one of the highest share prices among semiconductor stocks. That raises the possibility of a stock split.
Palantir (PLTR 2.53%) is one of the hottest stocks in the market. It has delivered explosive returns for shareholders this year and is rapidly growing from a business standpoint, too.
ASML Holding N.V.'s core moat—its monopoly on advanced lithography tools—remains unchallenged despite trade uncertainty and cyclical headwinds. Secular demand drivers like AI, automation, and data infrastructure support robust long-term growth for high-end chips and, by extension, ASML. Valuation is attractive, with healthy margins and limited competitive threats; current weakness reflects priced-in short-term risks, not fundamentals.
Even though it seems like every stock is soaring, the market is only up a few percentage points since the middle of February. Many stocks are flat or even down year to date (YTD).
ASML's recent stock decline is overdone; market overestimates 2026–2027 revenue risk, creating a compelling buying opportunity. My analysis projects a worst-case 12.9% revenue decline, far less severe than the market's implied 21.2%, with Intel's CAPEX cuts manageable. ASML's technological leadership, unmatched supply chain, and strategic partnerships secure its long-term competitive advantage and premium valuation.
Even though it has a monopoly on critical technology and the artificial intelligence revolution in full swing, ASML Holdings (ASML 0.16%) has lagged both the Nasdaq 100 index and the iShares Semiconductor ETF (SOXX -0.75%) year to date, as well as over the past one, three, and five years.
Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to explain why he's buying ASML at these levels.
Applied Materials' broader chip tool lineup, better near-term outlook and lower valuation give it an edge over ASML Holding right now.
Zacks.com users have recently been watching ASML (ASML) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The market punished ASML's strong 2Q25 results; I believe this created an attractive entry point. Strong customer growth is promising, but the path to orders is complex due to reduced short-term CapEx and geopolitics. My bullish case is simple: ASML's EUV advantage is the non-negotiable engine of 'shrink'.