ASML Dominates Semiconductor Equipment Market with 21% Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Source: NASDAQ.COM
- Market Leadership: ASML holds a commanding 90% market share in advanced lithography machines, ensuring its unmatched competitive edge in the semiconductor equipment sector, which is expected to benefit from the rapid growth of AI infrastructure.
- Significant Revenue Growth: In the first nine months of 2025, ASML's revenue rose by 21% to nearly €23 billion, reflecting its strong market performance amid rising demand for AI processors.
- Service Revenue Surge: ASML's service revenue increased by 39% to €6 billion in the first nine months of this year, accounting for approximately 26% of total sales, providing the company with long-term revenue opportunities that further bolster its profitability.
- Outstanding Stock Performance: ASML's share price has surged by 49% over the past year, significantly outperforming the S&P 500's 15% return, and with a current P/E ratio of 34, it appears relatively inexpensive compared to the tech sector's average of 54.
Analyst Views on ASML
Wall Street analysts forecast ASML stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ASML is 1048 USD with a low forecast of 864.94 USD and a high forecast of 1175 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 1228.190
Low
864.94
Averages
1048
High
1175
Current: 1228.190
Low
864.94
Averages
1048
High
1175
About ASML
ASML Holding N.V. is a holding company based in the Netherlands. The Company operates through its subsidiaries in the Netherlands, the United States, Italy, France, Germany, the United Kingdom, Ireland, Belgium, South Korea, Taiwan, Singapore, China, Hong Kong, Japan, Malaysia and Israel. The Company operates through one business segment which is engage in development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems, consisting of lithography, metrology and inspection systems. The Company offers TWINSCAN systems, equipped with lithography system with a mercury lamp as light source (i-line), Krypton Fluoride (KrF) and Argon Fluoride (ArF) light sources for processing wafers for manufacturing environments for which imaging at a small resolution is required. TWINSCAN systems also include immersion lithography systems (TWINSCAN immersion systems).
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.





