ASML tops $500 billion market cap as TSMC results ignite semis rally
Yahoo Finance via Reuters
Thu, January 15, 2026 at 4:09 AM EST 1 min read
In this article
Jan 15 – Shares in ASML surged to a new all-time high on Thursday, pushing its market capitalisation past the $500 billion milestone and cementing its lead as Europe’s most valuable company.
The surge in the Dutch chipmaking equipment manufacturer was fuelled by TSMC’s blockbuster results, which sparked a broad rally across European semiconductor stocks.
Why is ASML Europe’s most valuable company?
What drove ASML’s stock to record highs?
What milestone did ASML’s market cap achieve?
How did TSMC’s results impact European semiconductors?
ASML shares were up around 5%, hitting a record 1,167 euros earlier in the session. Its market value stood at around 443 billion euros ($515 billion) as of 0858 GMT.
($1 = 0.8595 euros)
(Reporting by Leo Marchandon in Gdansk, editing by Anna Pruchnicka)View Comments
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- ASML stock gains on upgrade to Top Pick at BernsteinVahid KaraahmetovicJanuary 5, 2026 2 min readIn this article:Investing.com — ASML shares rose on Monday after Bernstein upgraded the Dutch chipmaking equipment supplier to Outperform and named it its top pick among European semiconductor stocks for 2026, citing a combination of accelerating memory investment, stronger logic demand and a more attractive valuation backdrop.
- The broker raised its price target to €1,300 from €800, implying around 32% upside from current levels.The stock was up 3.7% in Amsterdam by 09:02 GMT.Bernstein analyst David Dai believes ASML stands to benefit disproportionately from an emerging DRAM upcycle, arguing that the market is underestimating the scale of capacity expansion planned by the three largest DRAM manufacturers.Those producers are collectively adding as much as 250,000 wafers per month of greenfield capacity in 2026, he noted, while also accelerating the transition to the 1c node.“This is great for ASML, as litho intensity for 1c is 28% based on our estimates, much higher than previous nodes of 20–24%,” Dai wrote.The analyst also flagged a reduced near-term risk from DRAM technology changes.https://59e03c6b1b7242891b71d1e6cb72cb65.safeframe.googlesyndication.com/safeframe/1-0-45/html/container.htmlConcerns around migration to a 4F² structure, which would be negative for extreme ultraviolet (EUV) tools, appear to be easing or at least delayed, Dai said, as suppliers prioritise manufacturability over cost in a strong demand environment. This supports higher EUV usage through the second half of the decade.Beyond memory, Dai pointed to advanced logic as a second major growth driver. He cited plans by leading foundries to expand leading-edge capacity to meet AI demand, with particular emphasis on 3-nanometre (nm) production.3nm carries the highest lithography intensity and is expected to underpin most GPUs and AI accelerators over the next two years, he highlighted.Taken together, Dai said these trends position 2026 and 2027 as “big years for EUV and for ASML,” prompting him to lift its expected earnings growth to an 18% compound annual rate over 2025–27, compared with a 15% consensus view.On valuation, the analyst argued that ASML is now trading at a trough premium versus semiconductor production equipment peers, with its multiple at roughly 1 times peers compared with a historical average of 1.6 times.Related articles ASML stock gains on upgrade to Top Pick at Bernstein 3 Dependable Non-Tech Stocks Poised for Steady Gains in Uncertain Times These Under-$10 Stocks Are Up 100%+ This Quarter – And Some Still Have Room to Run
- ASML (ASML) Outperforms Broader Market: What You Need to Know
Zacks Equity ResearchDecember 18, 2025 3 min readIn this article:In the latest trading session, ASML (ASML) closed at $1,036.31, marking a +2.06% move from the previous day. This move outpaced the S&P 500’s daily gain of 0.79%. Elsewhere, the Dow gained 0.14%, while the tech-heavy Nasdaq added 1.38%.Coming into today, shares of the equipment supplier to semiconductor makers had lost 2.3% in the past month. In that same time, the Computer and Technology sector lost 0.85%, while the S&P 500 gained 0.87%.
- The investment community will be closely monitoring the performance of ASML in its forthcoming earnings report. The company is predicted to post an EPS of $8.84, indicating a 21.1% growth compared to the equivalent quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $11.06 billion, indicating a 11.9% growth compared to the corresponding quarter of the prior year.ASML’s full-year Zacks Consensus Estimates are calling for earnings of $29.01 per share and revenue of $37.64 billion. These results would represent year-over-year changes of +39.34% and +23.21%, respectively.Investors should also note any recent changes to analyst estimates for ASML. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.https://59e03c6b1b7242891b71d1e6cb72cb65.safeframe.googlesyndication.com/safeframe/1-0-45/html/container.htmlResearch indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we’ve formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.02% higher. Currently, ASML is carrying a Zacks Rank of #3 (Hold).Digging into valuation, ASML currently has a Forward P/E ratio of 35. This indicates a premium in contrast to its industry’s Forward P/E of 33.91.https://59e03c6b1b7242891b71d1e6cb72cb65.safeframe.googlesyndication.com/safeframe/1-0-45/html/container.htmlIt is also worth noting that ASML currently has a PEG ratio of 1.58. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company’s expected earnings growth rate into account. As of the close of trade yesterday, the Semiconductor Equipment – Wafer Fabrication industry held an average PEG ratio of 1.28.The Semiconductor Equipment – Wafer Fabrication industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 6, finds itself in the top 3% echelons of all 250+ industries.Story ContinuesView CommentsTerms and Privacy PolicyAT&T Privacy CenterYahoo Privacy ControlsYour AT&T Privacy Choices
- Why ASML Stock Popped TodayJosh Kohn-Lindquist, The Motley FoolJanuary 2, 2026 3 min read1In this article:Key Points
- ASML received a major price target upgrade from Aletheia Capital on Friday.
- The investment firm believes there may be 30% upside in ASML’s stock over the next year.
- ASML continues to dominate the lithography industry and stands to benefit from TSMC’s expansion plans.
- 10 stocks we like better than ASML ›
Image source: ASML.While the company may not be a household name, I’d argue that it certainly passes the snap test. If these products disappeared overnight, the Magnificent Seven would be immediately hindered, and many of its AI ambitions would become unachievable, or at the very least, delayed. ASML’s importance to the Magnificent Seven and its interconnectedness within the broader semiconductor industry rhymes with Aletheia Capital’s reasoning for raising its outlook on the stock.https://59e03c6b1b7242891b71d1e6cb72cb65.safeframe.googlesyndication.com/safeframe/1-0-45/html/container.htmlAletheia notes that Taiwan Semiconductor Manufacturing Company’s plans to expand its manufacturing capacity by 40% to 50% in 2027 will be a key catalyst for ASML, as the company will be one of the leading suppliers of this growth. Furthermore, the investment firm believes EUV growth will accelerate to 60% to 70% by 2027 as ASML capitalizes on the AI boom.While ASML trades at a lofty 38 times forward earnings, its lithography dominance and growth potential seem to outweigh this slight premium.Should you invest $1,000 in ASML right now?Before you buy stock in ASML, consider this:The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ASML wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
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Josh Kohn-Lindquist has positions in ASML. The Motley Fool has positions in and recommends ASML. The Motley Fool has a disclosure policy.
Why ASML Stock Popped Today was originally published by The Motley Fool
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