Analyst Explains Why He Likes ASML (ASML)

We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. ASML Holding N.V. (NASDAQ:ASML) is one of the stocks analysts were recently talking about.

Mehdi Hosseini, senior equity research analyst at Susquehanna, said in a recent program on CNBC that he likes ASML because the company is expected to benefit from spending by Taiwan Semiconductor.

“I like, which has had a nice run over the past couple of weeks, is ASML Holding NV (NASDAQ:ASML). Taiwan Semi is going to be the largest spender in 2026, and ASML Holding NV (NASDAQ:ASML) is also overindexed to Taiwan Semi spend.”

Photo by Taylor Vick on Unsplash

Artisan Value Fund stated the following regarding ASML Holding N.V. (NASDAQ:ASML) in its second quarter 2025 investor letter:

“ASML Holding N.V. (NASDAQ:ASML) is a Dutch manufacturer of advanced semiconductor equipment, with a near-monopoly in the extreme ultraviolet (EUV) lithography market. Every chip on every node on the planet is made with an ASML lithography machine. The world is consuming ever more chips, and the leading edge is moving to more complex architectures, driving capital intensity higher for manufacturing. ASML sells into this increasing demand with machines that allow innovation at the leading edge and ever-increasing efficiency in trailing nodes. EUV lithography systems are the only ones capable of producing advanced chips, with the smallest nanometer values. ASML’s high-NA EUV(high numerical aperture EUV) machine can cost over $400 million per unit and already has a decade-long roadmap with customers. With significant net cash on the balance sheet and a large backlog for arguably the most important machine in the world, we have little doubt ASML will exist on the other side of this trade war. When we took our position in April, ASML’s valuation was the cheapest in years, pricing in a slowdown from a recession and other turbulence.”

While we acknowledge the risk and potential of ASML as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ASML and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.