Key Stats for ASML Stock
- Price Change: +1.6%
- Current Price: €1,167
- Advanced Model Price Target: €1,492
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What Happened?
Shares of ASML Holding (ASML) rose 1.6% to a record €1,167 on Friday, officially pushing the company’s market value into the $500 Billion Club.
The stock pushed higher after TSMC (TSM), ASML’s largest customer, announced a massive plan to spend up to $56 billion on new equipment this year.
This capital expenditure forecast confirms that the demand for EUV lithography machines remains insatiable as the AI chip boom accelerates.
Consequently, ASML is solidifying its status as the “Monopoly of AI,” being the only company in the world capable of manufacturing the tools needed for next-gen silicon.
Is ASML Undervalued Today?
Despite hitting all-time highs, TIKR’s data suggests the stock still has room to run as the AI infrastructure build-out is just beginning.
CEO Christophe Fouquet confirmed in the Q3 earnings call that the “end market dynamics” are shifting toward more advanced logic and DRAM, requiring significantly more EUV layers.
According to TIKR’s Advanced Valuation Model, the monopoly premium is justified, but value remains.
- Implied Fair Value: €1,492
- Current Price: €1,167
- Potential Upside: +27.9%
The model assumes ASML can maintain a 12.6% revenue CAGR while capitalizing on the transition to “High-NA” EUV systems.
If TSMC executes on its full spending plan, a move toward €1,492 is supported by the sheer volume of orders entering the backlog.
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How Much Upside Does ASML Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
