The Dutch semiconductor equipment manufacturer ASML is demonstrating formidable momentum in the markets, showing no signs of slowing down. A wave of bullish analyst sentiment has propelled the stock past key resistance levels, setting its sights on new record territory. The critical question for investors is whether this surge represents a fleeting moment of hype or the beginning of the next major growth cycle for the chipmaking industry.
A Powerful Endorsement from Wall Street
The immediate catalyst for the current rally is a significant and aggressive upgrade from JPMorgan Chase & Co. Analysts at the U.S. bank have substantially raised their price target for ASML to $1,275 (approximately €1,210). This upward revision acted as a powerful signal, triggering increased investor demand for the shares.
The rationale behind JPMorgan’s optimistic stance is a significantly improved visibility for demand extending into 2026. Furthermore, the analysts underscore the company’s unassailable dominance in the field of Extreme Ultraviolet (EUV) lithography. In their view, the semiconductor cycle is decisively turning in ASML’s favor.
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The AI Boom and a “Top Pick” Designation
Adding to the chorus of positive voices, Morgan Stanley has named ASML its “Top Pick” within the European semiconductor sector. With a price target of €1,000, the firm’s strategists indicate substantial room for further growth. They anticipate a broad-based recovery in both memory and logic chips, fueled by technology transitions at industry giants like Samsung and SK Hynix.
The ongoing artificial intelligence infrastructure boom remains a pivotal tailwind. The enormous demand for Nvidia’s Blackwell chips has a direct and positive impact on ASML, whose highly complex machines are indispensable for manufacturing these high-performance processors.
Breaking Records and Setting New Targets
These fundamental drivers are now clearly reflected in the share price performance. The equity recently marked a new 52-week high at €952.90, confirming a decisive breakout from previous trading ranges. Beyond operational strength and analyst endorsements, ongoing share buyback programs provide additional support for the stock’s valuation. Investor attention is now firmly fixed on the next major psychological threshold: the €1,000 mark.
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