Asml stock forecast 2025 factors in geopolitical supply chain

ASML stock forecast 2025 factors in geopolitical supply chain risks but benefits from multi-year backlog commitments from TSMC, Samsung, and Intel. Analysts see gross margins above 51% as a bullish indicator. Market focus this week will be on any new trade or tariff news. On Friday, if the US government reopens, Sep nonfarm payrolls are expected to increase by +51,000, and the Sep unemployment rate is expected to remain unchanged at 4.3%.  Also, Sep average hourly earnings are expected to increase by +0.3% m/m and +3.7% y/y.  Finally, the Sep ISM services index is expected to slip -0.2 to 51.8. NYSE/AMEX data delayed 20 minutes. NASDAQ and other data delayed 15 minutes unless indicated. Industry-wide investment projections influence ASML stock forecast 2025, with data showing CapEx plans hitting record highs in wafer fabrication.