Why ASML (ENXTAM:ASML) Is Up 8.4% After €1.3 Billion AI Partnership With Mistral AI

• On September 9, 2025, ASML Holding announced a long-term partnership and €1.3 billion investment in Mistral AI, securing an approximately 11% stake and a seat on Mistral AI’s Strategic Committee.
• This first-of-its-kind alliance between a semiconductor equipment maker and a leading AI company is intended to accelerate AI-driven innovation throughout ASML’s lithography systems and operations.
• We’ll explore how AI integration across ASML’s portfolio through this partnership could reinforce its projected earnings momentum and growth outlook.

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ASML Holding Investment Narrative Recap

To be an ASML shareholder, you need to believe in the company’s leadership of semiconductor equipment innovation and its ability to benefit from accelerating AI demand. The recent €1.3 billion investment and partnership with Mistral AI play into this vision, although any material impact on near-term earnings or the ongoing risks, especially from geopolitical tensions and tariffs, remains subject to how quickly AI integration can deliver operational or commercial gains.

Among recent company moves, ASML’s expanded partnership with imec highlights its ongoing focus on pioneering research and sustainability in semiconductor technology. When combined with the new partnership with Mistral AI, this shows a pattern of advancing both core lithography innovation and emerging AI-driven process enhancements, which align with catalysts around EUV technology adoption and installed base expansion.

However, for investors, it’s just as important to recognize that, in contrast, uncertainty around tariffs and export restrictions could...

Read the full narrative on ASML Holding (it's free!)

ASML Holding's narrative projects €39.6 billion revenue and €12.1 billion earnings by 2028. This requires 7.2% yearly revenue growth and a €2.7 billion earnings increase from €9.4 billion today.

Uncover how ASML Holding's forecasts yield a €754.13 fair value, in line with its current price.

Exploring Other Perspectives

Seventy-nine individual fair value estimates from the Simply Wall St Community span €572.55 to €1,000 per share, with most clustered below €829.02. While optimism around AI partnerships fuels enthusiasm, persistent uncertainty about tariffs and geopolitical risks could be key to how these wide-ranging outlooks play out. Explore how your viewpoint matches up with others in the community.

Explore 79 other fair value estimates on ASML Holding - why the stock might be worth as much as 36% more than the current price!

Build Your Own ASML Holding Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your ASML Holding research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free ASML Holding research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ASML Holding's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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