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Here’s what boosted ASML (ASML) in Q3

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here. The fund focuses ...
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Artisan Value Fund’s conviction remains strong on ASML (ASML). Here’s why

Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market rally persisted ...
Seeking Alpha

ASML's Moat Makes It A Must-Have AI Play - Even If The Entry Point Isn't Perfect

ASML Holding remains a must-own AI portfolio position, boasting an unrivaled EUV lithography moat and diversified customer base. Despite a premium valuation (~38x forward PE), ASML's risk-reward is ...
The Motley Fool

ASML Is Becoming the New "Pick-and-Shovel" Stock for the AI Era

ASML has a monopoly on a critical technology used in semiconductor manufacturing. Next-generation AI chips depend on manufacturing processes that use ASML equipment. Nvidia's next-generation Rubin GPU ...
Seeking Alpha

ASML: Positive 2026 Outlook Despite China Weakness

We are bullish on ASML Holding, reflecting robust capex-driven demand from top customers despite China headwinds. 2026 revenue growth is expected to be modest (5.27%) due to a significant decline in ...