ASML Holding N.V. (NASDAQ:ASML) is among the Growth Stock Portfolio: 12 Stock Picks By Ken Fisher.
Cantor Fitzgerald increased its price objective for ASML Holding N.V. (NASDAQ:ASML) from €1,150 to €1,300 while maintaining an Overweight rating, based on a December 16, 2025, TheFly report. The SOX index outperformed the S&P 500 by about 30 points in the year 2025, according to the firms, and is now positioned to lead markets. Cantor stated that demand for semiconductor, networking, computing, and memory technology is being driven by the early deployment of artificial intelligence. The firm stated that although cyclical variables can produce conflicting signals, exposure to AI-related semiconductor names is supported through 2026 due to the larger macro backdrop and projections for an exponential increase in AI infrastructure spending.
Separately, the Financial Times reported that Chinese semiconductor producers are modernizing outdated ASML Holding N.V. (NASDAQ:ASML) deep ultraviolet lithography equipment to boost production of advanced smartphone and artificial intelligence chips. The business is unable to deliver its most modern DUV and EUV equipment to China due to export constraints in the United States and the Netherlands, leaving factories dependent on older systems such as the Twinscan NXT:1980i.
Individuals with knowledge of the situation claim that Chinese factories have obtained improved parts, such as stages, lenses, and sensors, through secondary markets, with outside companies offering on-site engineering assistance. The firm stated that it completely complies with all applicable rules and does not support updates that go beyond what is permitted by regulations.
In 2024, ASML Holding N.V. (NASDAQ:ASML)’s revenue from China grew to €10.2 billion, or 36% YoY of total sales. However, the company has cautioned investors that its China revenues are anticipated to drop sharply in 2025.
ASML Holding N.V. (NASDAQ:ASML) leads the market in semiconductor lithography systems.
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