Mykola PokhodzhayASML Holdings' (NASDAQ:ASML) shares reached new all-time highs this week as demand for AI infrastructure products is surging. Specifically, semiconductor firm Taiwan Semiconductor Manufacturing (TSM) on Wednesday reported strong preliminary revenue results for its second-quarter which helped drive new interest in ASML as well. According to this company’s revenue update, TSMC saw 40% year over year growth driven by strong demand for AI chips from hyperscalers. ASML, which has Taiwan Semi ...

Mirroring the Nasdaq today, semiconductor stock ASML Holding NV (NASDAQ:ASML) earlier hit a record high of $1,110.09 before turning lower, last seen down 2.4% at $1,073. This price action comes after Susquehanna, which currently holds a positive rating on the stock, lifted its price target to $1,300 from $1,200. The chip name is a candidate for a stock split, as it's trading above $1,000 amid this year's artificial intelligence (AI) rally, much like crypto stock MicroStrategy (MSTR), which announced a 10-fo ...

Both semiconductor titans are on track to capitalize on the AI boom, but which one should you be putting your money on right now?The PHLX Semiconductor Sector index has been in rip-roaring form on the market over the past year, clocking outstanding gains of 60% as of this writing and handsomely outpacing the 28% gains that the S&P 500 index has delivered during the same period.Artificial intelligence (AI) has played a central role in this terrific surge as demand for chips required in training and inferenci ...

One way to analyze investments in a particular industry or sector is by understanding the supply chain. Dig deep into a given industry and the power players will soon emerge. In the case of artificial intelligence (AI), there are a handful of best stocks that also currently appear to have long-term viability. Exposure to the best AI supply chain stocks is likely to be a winning strategy.Each of these firms forms a vital link in the overall AI supply chain. The integral nature of these firms and their appare ...

ASML (ASML) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this equipment supplier to semiconductor makers have returned +3.2% over the past month versus the Zacks S&P 500 composite's +3.2% change. The Zacks Semiconductor Equipment - Wafer Fabrication industry, to which ASML belongs, has gained 7% over this period. Now the key question is: Where could the stock be headed in ...

The tech sector has been on fire lately, but ASML, Datadog, and ServiceNow should stay hot well into the future.Tech stocks are hot right now. The S&P 500 is near its all-time high and megacap tech stocks dominate the index. Additionally, the Nasdaq-100 Technology Sector Index is just days away from its all-time high. Any way you look at it, it's a good time to be a tech investor.This party won't last forever, though, and a pullback in tech stocks is inevitable at some point. This is why it's a smart strate ...

The split appeared to lift Nvidia and could help other stocks, too.Nvidia stock soared to record highs following its 10-for-1 split. Following that increase, it became the stock with the world's largest market cap. Another chip giant, Broadcom, is far from such an achievement but has shot higher since announcing its own split.Given those reactions, such a move could be next for other AI stocks that announce stock splits. The question for investors is which stocks will make such a move. While the answer to t ...

The stock has been a multibagger since the company's last traditional split over 20 years ago.Artificial intelligence tailwinds have pushed technology stocks higher; some have begun splitting their stock. AI chip kingpin Nvidia executed a 10-for-1 split in May, while Broadcom announced it will do the same in July.Although the company doesn't receive as much attention as other AI stocks, ASML Holding (ASML 2.13%) belongs squarely in the mix. The company builds lithography machines, a vital tool for manufactu ...

With so much focus on innovative technologies such as artificial intelligence, it’s easy to get tunnel vision. Certainly, the usual suspects in the equities sector deserve the attention they’re receiving. At the same time, if you’re playing the strategic game, you don’t necessarily need to chase the hottest flavors of the week. With that, we come to strong buy long-term stocks to consider.Here, we’re not just banking on ideas with compelling and relevant underlying businesses. Rather, we’re specifically tar ...

ASML Stock Performance and Market Position - ASML stock has shown strong performance, rallying +24.4% after a -13.4% pullback to $850s in early May 2024, and is currently trading at +6.6% compared to the wider market at +6.2% [1] - The stock is retesting its all-time high of $1.06Ks, moving away from its 50/100/200 day moving averages [3] - ASML is considered a linchpin in the semiconductor industry, benefiting from the generative AI boom and semiconductor nationalism post-COVID-19 [6] Revenue and Capacity Expansion - ASML's management raised FY2025 revenue guidance to the upper half of €30B to €40B, with adjusted gross margins up to 56%, compared to previous guidance of €24B to €30B in 2021 and €30B to €40B in 2022 [4] - The company plans to significantly expand production capacity by 2025/2026, with DUV units increasing to 600, low NA EUV to 90, and High NA EUV to 6 (up to 20 by 2028), compared to 2023 levels of 396, 42, and 1 units respectively [4] - ASML's capacity constraints are due to high demand, with a multi-year backlog of €38B and net bookings of €3.61B in FQ1'24 [4] Industry Trends and Demand Drivers - The semiconductor and server industries are experiencing hyper-growth, driven by the AI boom, with companies like Nvidia (NVDA) reporting FQ1'25 revenues of $26.04B (+17.8% QoQ, +262.1% YoY) and guiding FQ2'25 revenues of $28B (+7.5% QoQ, +107.4% YoY) [4] - TSMC and Super Micro Computer (SMCI) are also increasing capex and expanding manufacturing capacities to meet the growing demand for AI chips [4] - The automotive and renewable energy sectors are increasingly consuming more semiconductor chips, providing additional growth drivers for ASML [5] Valuation and Investment Outlook - ASML's forward P/E valuation has climbed to 44.57x, nearing the peak of 47x observed in November 2021 [6] - The company maintains a strong competitive moat, with no significant competition expected in the next 20 years, though Canon's nanoimprint lithography machines may pose a minimal threat in the future [6] - A fair value estimate of $769.60 is maintained based on a 1Y P/E mean of 35.55x, with a 2Y price target of $1.29K, offering a potential upside of +21.6% from current levels [6] - The stock is recommended as a Buy, with investors advised to consider dollar-cost averaging and adding positions during moderate retracements for improved margin of safety [6]