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ASML: Future Memory Spending And AI Investment Will Support Shareholder Value

Published
07 Nov 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
40.1%
7D
-5.2%

Author's Valuation

€941.97.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 0.46%

ASML Holding's analyst price target has been raised slightly, moving from approximately €938 to €942. Analysts cite stronger quarterly results, rising industry optimism, and improved earnings prospects driven by higher expected revenue growth and profit margins.

Shared on 18 Oct 25

Fair value Increased 16%

High-NA EUV Platforms And AI Demand Will Drive System Sales

ASML Holding’s analyst price target has climbed significantly, rising from approximately €809 to €938. Analysts point to robust third-quarter results, improving profit margins, and heightened confidence in future industry growth.

Shared on 04 Oct 25

Fair value Increased 5.20%

High-NA EUV Platforms And AI Demand Will Drive System Sales

ASML Holding's analyst price target has been raised by approximately €40 to €809.45, as analysts cite improving sentiment around memory spending, stabilizing customer outlooks, and positive earnings prospects in the coming years. Analyst Commentary Recent research notes on ASML Holding reflect a range of views across Wall Street.

Shared on 19 Sep 25

Fair value Increased 2.03%

High-NA EUV Platforms And AI Demand Will Drive System Sales

ASML Holding’s analyst price target was raised to €769.45, as analysts cite strengthening long-term demand from AI and semiconductor capex trends and diminishing export control risks, despite lingering near-term macro headwinds. Analyst Commentary Bullish analysts point to expanding AI compute spending and expectations of substantial TSMC capex in 2026-2027, which supports higher demand trends for ASML’s advanced lithography tools.

Shared on 01 May 25

Fair value Decreased 2.70%

High-NA EUV Platforms And AI Demand Will Drive System Sales

Shared on 23 Apr 25

Fair value Decreased 3.14%

High-NA EUV Platforms And AI Demand Will Drive System Sales

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 12%

High-NA EUV Platforms And AI Demand Will Drive System Sales

AnalystConsensusTarget has decreased revenue growth from 12.5% to 10.3%.

Shared on 09 Apr 25

Fair value Decreased 0.39%

High-NA EUV Platforms And AI Demand Will Drive System Sales

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 8.30%

High-NA EUV Platforms And AI Demand Will Drive System Sales

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.018%

High-NA EUV Platforms And AI Demand Will Drive System Sales

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.56%

High-NA EUV Platforms And AI Demand Will Drive System Sales

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 7.63%

High-NA EUV Platforms And AI Demand Will Drive System Sales

AnalystConsensusTarget has decreased revenue growth from 14.6% to 12.5%.