ASML: Solid Q3, Limited Room For Upside

Core Viewpoint - ASML Holding N.V. has seen a share price increase of approximately 33% since July, driven by AI-led EUV momentum and a favorable market environment [1] Company Summary - The near-term financial performance of ASML appears strong, but there is limited visibility regarding orders extending into 2026 [1] Analyst Background - The analyst has 10 years of experience in investment banking and specializes in industry and company research, particularly in semiconductors, robotics, and energy [1] - The analyst emphasizes investing in companies within oligopolistic sectors with high barriers to entry and tends to avoid smaller companies due to underestimated risks [1]