We recently published 15 Fresh Stocks Jim Cramer Discussed. ASML Holding N.V. is one of the stocks Jim Cramer discussed.
ASML Holding N.V. is a Dutch semiconductor manufacturing equipment provider. It enjoys a monopoly in the high-end market due to being the only firm capable of making EUV lithography machines. ASML Holding N.V.’s shares have gained 79% over the past year and are up by 16.8% year-to-date. Taiwan chip giant TSMC’s strong earnings report is also seeing analyst focus on ASML Holding N.V.’s shares. For instance, Bernstein reiterated an Outperform rating and a €1,300 share price target for the firm after TSMC’s capital expenditure guidance for 2026, which marked a 32% annual bump. RBC Capital initiated coverage of the shares as well in January. It set a $1,550 share price target and an Outperform rating as it pointed out that spending on wafer equipment and EUV machines could sustain in 2026. Cramer discussed ASML Holding N.V.’s share price performance after TSMC’s earnings:
“It’s really funny ASML moved faster than Taiwan Semi itself and the others caught up and a lot of firms upgraded the capital equipment stocks.”
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This article is originally published at Insider Monkey.
