ASML Stock: Next Stop $2,000?

1 week ago 7

Daniel Foelber, The Motley Fool

Tue, April 21, 2026 astatine 10:35 AM CDT 6 min read

Shares of semiconductor lithography specialist ASML Holding (NASDAQ: ASML) person much than doubled implicit the past twelvemonth -- crushing the show of the broader tech assemblage and Nasdaq Composite. At $1,410 per stock astatine the clip of this writing, ASML would request to summation astir 42% to surpass $2,000 per share, and 81% to go the archetypal European institution to surpass $1 trillion successful marketplace capitalization.

Here's wherefore ASML's concern thesis is stronger than ever, and what could clasp the tech banal backmost from surpassing $2,000 per share.

Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected a little-known company, called an "Indispensable Monopoly," providing the captious exertion Nvidia and Intel some need.

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ASML reported its first-quarter 2026 net connected April 15, and the results couldn't person been overmuch better. ASML delivered 8.8 cardinal euros successful nett sales, 53% gross margins, and 2.8 cardinal euros successful nett income for a nett net borderline of 31.8%. It besides raised its full-year guidance to 36 billion-40 cardinal euros successful nett income and gross margins betwixt 51% and 53% -- representing year-over-year income maturation astir 16.2% astatine the midpoint.

The company's lithography systems play an integral relation successful artificial quality (AI) infrastructure investment. Lithography is arguably the astir analyzable and important measurement successful the fabrication of AI chips. And ASML has a virtual monopoly connected utmost ultraviolet (EUV) machines, which allows manufacturers similar Taiwan Semiconductor Manufacturing, Samsung Electronics, and Intel to enactment next-generation designs of highly precocious chips, similar those made by Nvidia, Broadcom, Advanced Micro Devices, and Micron Technology.

ASML continues to spot accrued request for precocious logic chips and memory. ASML CEO Christophe Fouquet said the pursuing connected the first-quarter 2026 net call:

So if we look astatine memory, what our customers archer america is that they are sold retired for 2026. And their proviso constraints volition past beyond 2026. For precocious logic, we spot our customers gathering capableness for respective nodes, portion they besides proceed to ramp 2 nm successful bid to code the AI products.

ASML said that representation and logic customers are ramping up their superior expenditures for 2026 and beyond, supported by semipermanent lawsuit commitments. However, ASML is inactive aboriginal successful mass-producing its EUV systems, particularly its astir precocious high-numerical-aperture (High NA) versions. In Q1, ASML sold conscionable 2 High-NA EUV systems.

For 2026, ASML is forecasting accumulation of 60 Low-NA EUV systems. In fact, Low-NA EUV is driving the bulk of ASML's existent performance. In Q1, ASML had 8.8 cardinal euros successful nett sales, of which 46.6% were EUV systems, 23.9% was non-EUV systems, and 28.4% was servicing its existing installed base.

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