Asml stock forecast 2025 investors watching ASML stock forecast

Investors watching ASML stock forecast 2025 note that advanced chip manufacturing cycles will likely boost orders in both logic and memory segments. EUV technology demand is forecast to rise over 20% year-on-year. Looking through the lens of our DCF model, a different picture emerges. This approach suggests the current share price may be ahead of fair value and hints that optimism in the market could be overextended. Does this viewpoint challenge your conviction? President Donald Trump has threatened 30% tariffs on EU imports, which could directly impact semiconductor equipment manufacturers such as ASML. Based in the Netherlands, ASML exports globally, with major customers including Intel in the U.S. and Asia’s TSMC and Samsung Electronics – both of which also operate fabs on American soil. The potential tariffs could drive up landed costs for customers importing ASML’s high-value tools into the U.S. For perspective, ASML’s latest-gen High-NA EUV machines can cost up to $400 million per unit. Meanwhile, ASML also has U.S. manufacturing operations in San Diego and these could also be exposed to retaliatory EU tariffs on goods exported back to Europe. From a valuation perspective, ASML stock forecast 2025 assumes sustained high operating margins due to scarce competition in advanced lithography. Forward EPS growth estimates exceed 17%.