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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
ASML Silicon, IP & Semicap ADR

ASML Holding ADR

EUV lithography chokepoint

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ASML is the sole supplier of EUV lithography systems used for the most advanced logic and memory nodes.

Price $1.9K
1D change -1.89%
Market cap $718.25B
Sector Technology

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Metric ASML
Price $1.9K
1D Change -1.89%
Market Cap $718.25B
Enterprise Value $39.90T
Trailing P/E 62.5
Forward P/E 38.9
Price / Sales 21.3
EV / Revenue 1,184.1
Revenue Growth 13.2%
Earnings Growth 19.2%
Gross Margin 52.6%
Operating Margin 36.0%
Net Margin 29.7%
ROE 52.2%
Free Cash Flow $8.24B
FCF Margin 24.5%
Debt / Equity 0.13x
Current Ratio 1.36x
Dividend Yield 47.00%
Next Earnings Jul 15, 2026
Quarterly Revenue $8.77B
Revenue QoQ -9.8%
Quarterly Net Income $2.76B
Net Income QoQ -2.9%

ASML thesis lens

EUV lithography chokepoint

Why it could benefit

  • ASML is the sole supplier of EUV lithography systems used for the most advanced logic and memory nodes.
  • AI compute demand raises the need for leading-edge wafer capacity.
  • Memory ramps such as advanced DRAM and HBM also pull on lithography intensity.

Moat / edge

  • Unique EUV technology stack with deep supplier specialization.
  • Entrenched customer relationships with leading-edge foundries and memory makers.
  • Long development cycles make displacement extremely difficult.

What to watch

  • EUV and High NA EUV order trends.
  • China restrictions and shipment timing.
  • Foundry and memory capex cycles.

Key risks

  • Export controls can limit sales into key regions.
  • Semicap cycles can create long drawdowns despite strong long-term positioning.