Prediction: ASML's Stock Price Will Hit $2,000 by This Time

Core Viewpoint - ASML Holding is a critical player in the semiconductor supply chain, holding a monopoly in advanced chipmaking equipment using EUV lithography, which is essential for producing chips of 7 nm or smaller [1]. Group 1: Demand and Market Dynamics - The demand for ASML's machines is surging, primarily driven by increased spending on AI data centers, as advanced chips manufactured with ASML's technology are more powerful and energy-efficient [2]. - ASML's stock has seen a significant increase of 96% over the past six months, indicating strong investor interest and potential for further growth [3]. Group 2: Financial Performance - In the fourth quarter of 2025, ASML reported a nearly 16% increase in full-year revenue and a 28% rise in earnings [4]. - The company's net bookings exceeded 28 billion euros in 2025, marking a 48% increase from the previous year, indicating a robust demand for its equipment [5]. Group 3: Industry Outlook - ASML's management noted a notable increase in capacity expansion planning among its customer base, reflecting an improved outlook for the semiconductor industry, particularly related to data centers and AI infrastructure [5]. - The growing demand for memory chips is also a significant catalyst for ASML, as memory customers are increasingly adopting its EUV manufacturing process [6].