ASML Sees Surge in New Orders Amid Strong Semiconductor Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 22 2026
0mins
Should l Buy BA?
Source: NASDAQ.COM
- Significant Order Growth: ASML's new machine orders surged from 5,399 in Q3 2025 to 13,158 in Q4 2025, more than doubling and indicating robust demand for its EUV lithography machines in the semiconductor industry, thereby reinforcing its market dominance.
- Strong Financial Performance: In 2025, ASML reported net sales of €32.6 billion, a 15% increase year-over-year, with basic earnings per share rising to €24.73, up 28.4% from 2024, reflecting the company's sustained profitability in the global semiconductor market.
- Massive Market Potential: According to Deloitte, the global semiconductor industry is projected to exceed €975 billion in sales in 2023 and reach €2 trillion by 2036, positioning ASML to benefit significantly as the sole supplier of EUV lithography machines and expand its market share.
- High Technological Barriers: ASML's EUV lithography technology, developed over 20 years, remains unmatched, with only China having developed a prototype that is still two years away from production, ensuring ASML's competitive advantage and market moat remain strong.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 207.320
Low
150.00
Averages
269.14
High
298.00
Current: 207.320
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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