ASML Shares Rise 2.84 on 30 EUV Growth Target and AI Momentum 1 08 Billion Volume Ranks 80th in Market Activity

ASML shares rose 2.84% on August 12, 2025, with a trading volume of $1.08 billion, ranking 80th in market activity. The company reaffirmed its 30% year-over-year EUV revenue growth target for 2025, driven by expanded Low Numerical Aperture (NA) EUV capacity and initial shipments of High NA systems. Leading customers including TSMC, Samsung, and Intel are projected to increase EUV capacity by 30% compared to 2024, supporting the target. Higher-productivity NXE:3800E systems, operating at 220 wafers per hour, enable customers to maintain system counts while achieving higher average selling prices. The EXE:5200B High NA system, now shipped, offers 60% greater productivity than prior models and is expected to accelerate growth. Artificial intelligence-driven demand for advanced logic and memory chips further strengthens the outlook, with DRAM producers adopting additional EUV layers for next-generation nodes.

ASML faces risks from macroeconomic instability and geopolitical tensions that could delay customer spending. However, the company anticipates 15% total revenue growth in 2025 as product mix shifts toward advanced EUV lithography. The Zacks Consensus Estimate projects 2025 revenue of $37.83 billion, reflecting a 23.8% year-over-year increase. Valuation metrics show ASML trading at a forward price-to-sales ratio of 7.54x, above the industry average of 7.06x. Earnings estimates for 2025 and 2026 imply growth of 30.1% and 1.5%, respectively, with 2025 estimates recently revised upward. Analysts highlight the company’s strategic position in AI and semiconductor miniaturization, though near-term execution and macro risks remain critical factors.

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