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ASML (ASML) is Facing a Shortage That Can’t Be Met, Says Jim Cramer
Yahoo Finance· 2026-01-27 17:46
Company Overview - ASML Holding N.V. is a leading technology company specializing in semiconductor manufacturing equipment, particularly known for its unique capability to produce high-end EUV chip machines essential for the latest AI chips [2]. Stock Performance - ASML's shares have experienced significant growth, increasing by 103% over the past year and by 20% year-to-date [2]. Analyst Ratings - Bernstein has maintained an Outperform rating for ASML, setting a price target of $1,642, citing structural tailwinds expected over the next few years [2]. - UBS has raised its price target for ASML from €1,030 to €1,400, driven by higher earnings estimates and strong demand in memory and logic chips [2]. Market Demand - Jim Cramer highlighted that ASML is facing a shortage of products that cannot be met, indicating strong demand for its offerings [3]. - The company is positioned to potentially exceed consensus earnings expectations in its upcoming report on January 28th [2].