Top 10 Semiconductor Stocks to Buy Now

7. ASML Holding N.V. (NASDAQ:ASML)

No. Of Hedge Fund Holders: 86

ASML Holding N.V (NASDAQ:AMSL) develops, produces, and services advanced semiconductor lithography equipment for chipmakers. The company’s stock price fell 10% to $683 following the DeepSeek news, potentially creating a buying opportunity for long-term investors. A deeper look into its financials reveals strong Q4 2024 results. Net sales of €9.3 billion exceeding guidance, driven by both EUV and non-EUV systems. Looking ahead to 2025, ASML projects revenue between €30B and €35B with gross margins of 51% to 53%. Logic sales meanwhile declined by 17% to €13.2B in 2024, and memory sales saw a significant 44% increase to €8.6B, demonstrating market volatility.

CEO Christophe Fouquet reiterated that the news of DeepSeek would not interrupt chip equipment manufacturers, stating:

“So, basically, the AI-driven chips are more demanding when it comes to advanced process. I think what we said is we see those, those new products mostly calling for a bit of an acceleration of Moore’s Law and therefore our customers being more aggressive when it comes to technology transition. If AI demand continues to be strong and customers are successful in bringing on additional capacity online to support that demand, there is potential opportunity towards the upper end of our range.”

ASML Holding N.V (NASDAQ:AMSL) order backlog remains strong at approximately €36 billion, though less transparent reporting starting in 2026 could lead to increased stock price volatility. In essence, the company’s leadership in advanced chip manufacturing and strong technological advantage position it well for long-term growth. Looking ahead, the company shared future estimates of top-line for CY25 to be between €30B-€35B. Caution must be observed by investors of both cyclical fluctuations and geo-political uncertainties that could impact the company. The consensus average price over the next twelve trading months is $918.5 with an upside of 25.45%.