Neha Gupta
Fri, April 3, 2026 astatine 10:46 AM CDT 2 min read
ASML Holding N.V. (NASDAQ:ASML) is one of the champion blue-chip AI stocks to bargain now. On March 26, Bernstein SocGen Group reiterated an Outperform standing connected ASML Holding N.V. (NASDAQ:ASML) and raised the terms people to $1971 from $1,911.
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The reiteration comes amid expectations that the institution is well-positioned to payment from DRAM capableness build-out, accelerating from 145,000 further wafers per period past twelvemonth to 245,000 successful 2026. The build-out is expected to summation to 330,000 wafers per period successful 2027 and 435,000 wafers successful 2028. The summation volition travel from the apical 3 DRAM makers, adding astir 1 cardinal monthly wafer capacities betwixt 2026 and 2028.
Consequently, the probe steadfast expects ASML to vessel 44 EUV machines to DRAM successful 2028, representing 45% of its full EUV shipments. It would beryllium a important summation from 18 units shipped successful 2025. The probe steadfast has besides raised the ASML EUV shipment estimation successful 2028 from 79 to 92 units.
ASML Holding N.V. (NASDAQ:ASML) is the world’s starring shaper of lithography systems for the semiconductor industry. They plan and physique analyzable machines that usage airy to people tiny circuit patterns onto silicon wafers, enabling chipmakers similar TSMC, Intel, and Samsung to mass-produce powerful, energy-efficient microchips for electronics.
While we admit the imaginable of ASML arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
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