ASML
ASMLMarket price data through July 31, 2026.
Performance
Aug 2021 – Jul 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +138%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$683
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- April 2025
- The month this stock first became a Benson pick.
- Tracking duration
- 15 months
- How long Benson has been tracking this pick.
About ASML
ASML makes the world's most advanced machines that use light to create the tiny electronic patterns on computer chips. These machines are crucial because they're the only way to make chips small and powerful enough for modern phones, computers, and AI systems, which is why tech companies will pay hundreds of millions for just one machine.
The case for and against
Both sides of the story, in plain English.
- AI Powerhouse
ASML is a major beneficiary of the AI boom as its EUV machines are essential for making the advanced chips needed for AI processing. Companies like Taiwan Semiconductor and Intel are willing to pay up to $380 million per machine because these tools are the only way to produce cutting-edge chips for AI applications.
- Monopoly Magic
ASML has a complete monopoly on EUV lithography machines, with no competitors able to match their technology. This monopoly position gives them pricing power and consistent demand from chip manufacturers who have no alternative source for this essential technology.
- Chinese Challenge
Chinese companies like Huawei are developing alternative EUV technologies that could end ASML's monopoly as early as 2026. If successful, these competitors could capture the crucial Chinese market and potentially offer cheaper alternatives globally, threatening ASML's dominant position.
- Trade Tensions
Growing export restrictions and international trade barriers limit ASML's ability to sell their most advanced machines to China, their largest market. This geopolitical situation creates uncertainty about future growth and may force Chinese manufacturers to accelerate development of domestic alternatives.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-07-31. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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