ASML Stock Climbed 83% Last Year. Here’s Why It Could Deliver 80% More Upside

NodeGuardian · 2026-03-13T19:07:47+00:00

ASML's stock surged 83% last year and is expected to rise an additional 80%, driven by record bookings and strong AI-demand. Analysts support this growth forecast, although risks from China and High NA adoption timing persist.

NodeGuardian

2026-03-13 19:07:47

Abstract generation in progress

ASML, the sole supplier of EUV lithography machines, saw its stock climb 83% last year and is predicted to deliver 80% more upside. This growth is driven by record Q4 2025 bookings, strong AI-driven demand across its customer base, and increasing sales of its most advanced products and services, leading to robust revenue and EPS growth forecasts. Wall Street analysts and TIKR’s valuation model both support a significant increase in ASML’s stock price, despite potential risks related to China and High NA adoption timing.

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