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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 $1.4K
1D change +5.02%
Market cap $549.12B
Sector Technology

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Metric ASML
Price $1.4K
1D Change +5.02%
Market Cap $549.12B
Enterprise Value $30.31T
Trailing P/E 35.1
Forward P/E 22.5
PEG Ratio 0.74x
Price / Sales 13.9
EV / Revenue 767.9
Revenue Growth 55.2%
Earnings Growth 135.9%
Gross Margin 54.3%
Operating Margin 44.4%
Net Margin 34.1%
ROE 65.6%
Free Cash Flow $10.37B
FCF Margin 26.3%
Debt / Equity 8.90x
Current Ratio 1.49x
Dividend Yield 0.59%
Next Earnings Jan 27, 2027
Quarterly Revenue $11.66B
Revenue QoQ +25.0%
Quarterly Net Income $4.96B
Net Income QoQ +70.0%

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.