ASML Holding N.V. (ASML)
ASML is fully valued at current prices, yet I maintain a "Buy" rating due to anticipated AI-driven demand beyond 2027. Recent wafer fabrication equipment spending and TSM's CapEx increases signal robust, prolonged demand, supporting ASML's pricing power and future growth. Q4 2025 consensus expects $11.1 billion in revenue (+15.1%) and $8.73 EPS (+22.5%), with 2026-2027 growth hinging on management guidance.
Here, we have picked four technology stocks, SNDK, APH, ASML and GLW, which are likely to pull off earnings surprises this earnings season.
Applied Materials' expanding HBM, NAND and advanced packaging tools contrast with ASML Holding's EUV-led shift in semiconductor patterning.
The AI revolution has created obvious investment opportunities in semiconductor stocks like Nvidia ( NASDAQ:NVDA ) and even those supplying the chipmakers like ASML ( NASDAQ:ASML ).
Sequoia Financial Advisors LLC lifted its stake in shares of ASML Holding N.V. (NASDAQ: ASML) by 9.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,609 shares of the semiconductor company's stock after purchasing an additional 414 shares during the quarter.
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Dynasty Wealth Management LLC purchased a new stake in ASML Holding N.V. (NASDAQ: ASML) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 2,685 shares of the semiconductor company's stock, valued at approximately $2,600,000. A number of other hedge funds also recently added to
Global tensions will add volatility to the stock market this week.
Goldman Sachs warns Europe's growth could face pressure if Trump follows through on Greenland-linked tariffs, though inflation effects would likely remain limited.
The semiconductor stocks have enjoyed another big leg higher to start the year. With unprecedented AI demand and aggressive AI data center builds pushing the fabs to ramp up on capacity expansions, it should be no surprise to see the broader basket of semiconductor names making up for lost time.