ASML Allocates Billions to Nvidia-Supported Mistral AI for the Future of Semiconductor Technology
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 09 2025
0mins
Should l Buy ASML?
Source: Benzinga
Strategic Partnership Announcement: ASML Holding and Mistral AI have formed a strategic partnership to integrate semiconductor manufacturing with advanced AI capabilities, aiming to enhance innovation in the semiconductor and AI sectors.
Investment and Stake Acquisition: ASML is investing 1.3 billion euros in Mistral AI's Series C funding round, acquiring an 11% stake, and will participate in joint research and product innovation, positioning itself as a significant player in the European AI landscape.
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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 1344 USD with a low forecast of 1140 USD and a high forecast of 1500 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
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 1350.160
Low
1140
Averages
1344
High
1500
Current: 1350.160
Low
1140
Averages
1344
High
1500
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.
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ASML's Buyback Strategy: ASML has authorized an additional $5 billion share repurchase program, contributing to a total buyback capacity of around 11.1% of its market capitalization, which is expected to support its long-term shareholder value.
Market Outlook and Investment Recommendations: Analysts are optimistic about the future performance of GM, TRV, and ASML, suggesting that these companies represent compelling investment opportunities, with potential for significant share price increases following strong earnings reports.
See More
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