Why ASML Holding Stock Bumped 4% Higher Today

Key Points ASML specializes in the lithography systems that "print" circuits onto chips. Its technology is a go-to for many types of chipmakers around the world. 10 stocks we like better than ASML › Friday was a fine day to hold the stock of ASML Holding (NASDAQ: ASML) , the Netherlands-based company that specializes in photolithography (essentially, printing circuits onto a microprocessor). A highly bullish analysis of a top name in the chip sector sparked a sympathy rally in related stocks, pushing ASML's equity up by over 4%. Supplier to the stars That analysis was published by the research firm Lynx Equity Strategies. The firm's K.C. Rajkumar waxed bullish on two high-profile memory chipmakers, Micron Technology and Sandisk . Lynx continues to rate them as clear buys with anticipated upside of 33% and 49%, respectively. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Image source: Getty Images. This comes after an intense period of volatility in the two stocks, during which their prices swung more on emotion and hype than on fundamentals. Since then, those prices have come down, and the prospects for both remain solid as the world scales up with more computing power driven by the proliferation of artificial intelligence (AI) . And if Micron, Sandisk, and other chipmakers are ramping up to meet this elevated demand, ASML is sure to benefit. The lithography systems it sells are indispensable for many clients, and that will only be exacerbated by the Great Build-Out. Still underrated ASML didn't come close to the nearly 12% pop of Sandisk stock after investors disseminated the Lynx report. Its gain was also under Micron's 6% rise. This, however, makes the company's stock that much more attractive, as it's a somewhat under-the-radar play on current trends. It's feeling like an ideal pick-and-shovel investment on the AI revolution these days, and a solid candidate for inclusion in any stock portfolio. Should you buy stock in ASML right now? Before you buy stock in ASML, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ASML wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $445,833 !* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,402,153 !* Now, it’s worth noting Stock Advisor’s total average return is 993 % — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor , and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of September 4, 2026. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ASML and Micron Technology. The Motley Fool has a disclosure policy .

ASML specializes in the lithography systems that "print" circuits onto chips.

Its technology is a go-to for many types of chipmakers around the world.

Friday was a fine day to hold the stock of ASML Holding (NASDAQ: ASML) , the Netherlands-based company that specializes in photolithography (essentially, printing circuits onto a microprocessor). A highly bullish analysis of a top name in the chip sector sparked a sympathy rally in related stocks, pushing ASML's equity up by over 4%.

That analysis was published by the research firm Lynx Equity Strategies. The firm's K.C. Rajkumar waxed bullish on two high-profile memory chipmakers, Micron Technology and Sandisk . Lynx continues to rate them as clear buys with anticipated upside of 33% and 49%, respectively.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

This comes after an intense period of volatility in the two stocks, during which their prices swung more on emotion and hype than on fundamentals. Since then, those prices have come down, and the prospects for both remain solid as the world scales up with more computing power driven by the proliferation of artificial intelligence (AI) .

And if Micron, Sandisk, and other chipmakers are ramping up to meet this elevated demand, ASML is sure to benefit. The lithography systems it sells are indispensable for many clients, and that will only be exacerbated by the Great Build-Out.