Analyst Says ASML Holding (ASML) an ‘Exciting’ AI Investment – Here’s Why

We recently published Top 10 Buzzing Stocks to Watch as Analysts Predict AI-Led Bull Market Will Continue. ASML Holding NV (NASDAQ:ASML) is one of the top buzzing stocks to watch.

Anneka Treon, ING global head of private banking, said in a latest program on CNBC that ASML Holding NV (NASDAQ:ASML) is an “exciting” investment. She was commenting on the program’s host’s assertion that Nvidia could not “exist” without ASML Holding NV (NASDAQ:ASML).

“You need those EUV machines,” Treon said. “I think it’s an exciting investment. Essentially, innovation is an exciting place to invest in, and I think we can overthink, we can be skeptical, we can be cynical. However, if we zoom out and look at what is going on in markets, what are markets offering? Let’s take the US for example. You’re seeing easier monetary policy, you’re seeing easier fiscal policy, you’re seeing strong earnings growth, and you’re seeing capex booms. So, you don’t need to be too obsessed about one of the four. The general backdrop is very accommodating and very helpful.”

Bristlemoon Global Fund stated the following regarding ASML Holding N.V. (NASDAQ:ASML) in its third quarter 2025 investor letter:

“ASML Holding N.V. (NASDAQ:ASML) is a Dutch company that develops, assembles and sells photolithography (“litho” or “lithography”) machines that are used to print integrated circuit designs onto silicon wafers during the semiconductor fabrication process. ASML is the sole supplier of Extreme Ultraviolet (EUV) lithography machines that are used by the likes of TSMC and Intel to fabricate the most advanced chips for AI, smartphones and computing. It also has an effective monopoly over Deep Ultraviolet (DUV) machines which are the primary litho workhorses within a fab.

There is plenty of material in the public domain explaining why ASML is a one-of-a-kind business, so we won’t belabour the point here. Instead, we want to focus on why the opportunity to buy this business at a steep discount existed in the first place considering the AI investment boom taking place, and where our views diverged from the market.

Since attaining an all-time high of €1,002 in mid-2024, ASML subsequently experienced a -45% drawdown at the Liberation Day trough and has otherwise trodden water in the ~€700 range. A disastrous Q2 2025 earnings call where CEO Christophe Fouquet volunteered that ASML “cannot confirm” growth in 2026 despite no one asking him about 2026 further amped up the bearish narrative to eleven…” (Click here to read the full text)

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