ASML Holding

Geopolitical Risks Will Hamper EUV Markets While Backlogs Will Support

AnalystLowTarget

Not Invested

Community Contributor

Published

02 Jun 25

Updated

15 Dec 25

Views

233

n/a

AnalystLowTarget's Fair Value

n/a

21.8%

-7.6%

21.8%

-7.6%

You can edit this narrative until Dec 16 10:10 AM. Then, changes will post as Updates.

Author's Valuation

€728.6420.0% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 15 Dec 25

Fair value Increased 27%

ASML: Elevated EUV Demand Expectations Will Likely Expose Downside If 2026 Recovery Slips

Analysts have significantly raised their fair value estimate for ASML Holding from approximately EUR 573 to about EUR 729 as they factor in a series of higher Street price targets, expectations for stronger medium term revenue growth, resilient margins, and increased confidence in EUV led demand from 2026 onward. Analyst Commentary Street research on ASML has turned markedly more optimistic in recent weeks, with multiple major institutions lifting price targets into the upper triple digits and reiterating positive ratings.

AnalystLowTarget Fair Value

€728.64

20.0% overvalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

9.04%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.38%

Calculation

€10.39b

Earnings '28

32.92x

PE Ratio '28

€342.01b

Market Cap '28

€342.01b

Market Cap '28

369.89m

No. shares '28

€924.63

Share Price '28

€924.63 Share Price '28

Discounted to 2025 @ 8.35% p.a.

€726.88

Fair Value '25