Customers pay premiums for faster ASML equipment delivery due to high artificial intelligence demand. Analysis from March 12, 2026, highlights ASML's technological lead in extreme ultraviolet (EUV) lithography machines. Chinese competitors remain years away from matching this technology.

ASML stock maintains long-term momentum with a 1-year total shareholder return of 87.37%. Recent geopolitical headlines caused some volatility.

The current share price sits near €1,200. Some valuation models place fair value significantly lower. This gap suggests the market may have priced in years of future growth.