Cantor Fitzgerald Maintains An Overweight Rating On ASML Holding N.V. (ASML)

ASML Holding N.V. (NASDAQ:ASML) is among the Growth Stock Portfolio: 12 Stock Picks By Ken Fisher. 

Cantor Fitzgerald accrued its terms nonsubjective for ASML Holding N.V. (NASDAQ:ASML) from €1,150 to €1,300 portion maintaining an Overweight rating, based connected a December 16, 2025, TheFly report. The SOX scale outperformed the S&P 500 by astir 30 points successful the twelvemonth 2025, according to the firms, and is present positioned to pb markets. Cantor stated that request for semiconductor, networking, computing, and representation exertion is being driven by the aboriginal deployment of artificial intelligence. The steadfast stated that though cyclical variables tin nutrient conflicting signals, vulnerability to AI-related semiconductor names is supported done 2026 owed to the larger macro backdrop and projections for an exponential summation successful AI infrastructure spending.

Separately, the Financial Times reported that Chinese semiconductor producers are modernizing outdated ASML Holding N.V. (NASDAQ:ASML) heavy ultraviolet lithography instrumentality to boost accumulation of precocious smartphone and artificial quality chips. The concern is incapable to present its astir modern DUV and EUV instrumentality to China owed to export constraints successful the United States and the Netherlands, leaving factories babelike connected older systems specified arsenic the Twinscan NXT:1980i.

Individuals with cognition of the concern assertion that Chinese factories person obtained improved parts, specified arsenic stages, lenses, and sensors, done secondary markets, with extracurricular companies offering on-site engineering assistance. The steadfast stated that it wholly complies with each applicable rules and does not enactment updates that spell beyond what is permitted by regulations.

In 2024,  ASML Holding N.V. (NASDAQ:ASML)’s gross from China grew to €10.2 billion, oregon 36% YoY of full sales. However, the institution has cautioned investors that its China revenues are anticipated to driblet sharply successful 2025.

ASML Holding N.V. (NASDAQ:ASML) leads the marketplace successful semiconductor lithography systems.

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