ASML Trade Call with Doubled Price Target

15 days ago

Host

"Now, I'll start off today with one of them, which is ASML. We're looking at ASML and it's up 5.66% today. ASML is a company that I've covered for over a year. I was pounding the table on below $700 per share and I still believe that ASML has upside because this company is an undisputed monopoly with no second or third place. One of the reasons for the surge is that Althia Capital upgraded ASML from a sell to a buy and lifted its price target to a street high 1500 per share from 750. They cited sharply higher earnings estimates for 2026 and 2027 and strong EUV and DUV demand."

The speaker highlights ASML as an exceptional investment, emphasizing its unique monopoly in semiconductor equipment. He points out that an analyst upgrade from sell to buy came with a doubled price target from 750 to 1500, driven by higher earnings estimates and robust demand for its EUV and DUV products. This clear trade call backed by quantitative support makes ASML a strong long-term holding.

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