Key Stats for ASML Stock
- Price change for ASML stock in last month: 24%
- $ASML Share Price as of Jun. 12: $1,864
- 52-Week High: $1,904
- $ASML Stock Price Target: $1,708
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What Happened?
ASML (ASML) stock is drawing fresh attention after Elon Musk addressed the company’s annual technology conference, speaking virtually in a fireside chat with CEO Christophe Fouquet. The event was only open to employees, but ASML confirmed Musk’s appearance.
The context matters.
- Musk is planning a massive chip fabrication facility in Texas called Terafab, with an expected buildout cost of $55 billion to $119 billion.
- The project is designed to produce chips for Tesla and SpaceX, which now owns xAI.
- Last week, SpaceX secured local tax incentives in Grimes County, Texas, despite pushback from nearby residents.
- ASML is the only company in the world that manufactures the extreme ultraviolet lithography machine needed for advanced chip production. Without it, TSMC, Samsung, and Intel cannot make leading-edge chips for AI.
- That makes ASML stock a direct beneficiary if Terafab moves forward at scale.
- SpaceX has also signed deals to provide compute capacity to Google and Anthropic, increasing the company’s need for chips going forward.
Days before the event, Musk posted on X that ASML is “arguably the greatest company in Europe.” His appearance at the employee conference reinforced the signal that ASML machinery will play a central role in the Terafab project.
Not everyone at ASML welcomed the visit. A group of employees wrote on the company’s internal platform ahead of the event, stating that Musk’s appearance conflicted with the company’s values and citing his political activity and other controversies.
ASML is known for maintaining a neutral public profile given its complex global customer base.
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What the Market Is Telling Us About ASML Stock
ASML stock already entered this period with strong fundamentals.
- Q1 2026 revenue came in at €8.8 billion, within guidance.
- Gross margin hit 53%, at the high end of the guidance range.
- The company raised its 2026 revenue guidance to €36 billion to €40 billion, narrowing and increasing the prior range
- It also plans to scale low-NA EUV capacity to at least 80 systems in 2027, more than double the 44 shipped in 2025.
The Terafab connection adds a longer-term demand signal on top of an already tight supply environment.
ASML management said on the Q1 call that demand continues to outpace supply across both logic and memory, and customers are accelerating capital expenditure plans with long-term commitments from their own customers backing those investments.
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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!
