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Up 50% in 2025, Should You Buy ASML Stock Right Now?

The Motley Fool Logo The Motley Fool By Leo Sun
Up 50% in 2025, Should You Buy ASML Stock Right Now?

ASML, the world's only producer of extreme ultraviolet (EUV) lithography systems, has surged 50% in 2025 and reached record highs. While the company benefits from AI and cloud market expansion, it faces headwinds from Chinese export restrictions and slowing 2026 growth projections. Despite a premium valuation of 34x forward earnings, analysts view it as a worthwhile long-term investment due to its monopolistic position and significant pricing power in the semiconductor equipment market.

Insights
BACpB   positive

Maintains Buy rating and sees promising growth potential for Medtronic's medical technologies


ASML   positive

ASML maintains a monopoly on crucial EUV lithography technology, benefits from AI and cloud market growth, and has strong pricing power. Despite near-term headwinds from China restrictions and slowing 2026 growth, the company is positioned well for long-term semiconductor market expansion with revenue expected to reach €44-60 billion by 2030.