ASML Poised to Hit $2,000 Stock Price Milestone

Semiconductor equipment maker's impressive backlog and order inflow suggest it can reach new heights.

Published on Feb. 14, 2026

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ASML Holding, a key player in the global semiconductor supply chain, is expected to see its stock price reach the $2,000 milestone in the next two years. The company's impressive backlog, accelerating bookings driven by the AI boom, and anticipated revenue growth of 13% in 2026 and 17% in 2027 suggest it is well-positioned to achieve this milestone.

Why it matters

ASML's dominance in advanced chipmaking equipment, particularly its extreme ultraviolet (EUV) lithography technology, makes it a crucial supplier to major semiconductor manufacturers. As demand for high-performance, power-efficient chips grows to support AI applications, ASML is poised to benefit significantly, potentially driving its stock price to new heights.

The details

ASML reported a 48% increase in net bookings to over 28 billion euros in 2025, indicating strong demand for its equipment. The company's customers, including Taiwan Semiconductor Manufacturing and Micron Technology, are expected to significantly increase their capital expenditures, which could drive ASML's revenue to over $51 billion by 2027, a 17% increase from 2026 estimates. ASML's current valuation of 14.3 times sales, a premium to the tech sector average, is justified by its growth potential.

  • ASML released its Q4 2025 results on January 28, 2026.
  • ASML's revenue is expected to increase by 13% in 2026 and 17% in 2027.

The players

ASML Holding

A Dutch company that is a key supplier of advanced chipmaking equipment, particularly its extreme ultraviolet (EUV) lithography technology, to major semiconductor manufacturers.

Taiwan Semiconductor Manufacturing

A major semiconductor foundry that is one of ASML's key customers.

Micron Technology

A leading memory chip manufacturer that is also an ASML customer.

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What they’re saying

“We are seeing a notable increase and acceleration of capacity expansion planning across the large majority of our customer base.”

— Christophe Fouquet, CEO, ASML (ASML Earnings Call)

“The semiconductor industry's outlook has improved notably over the last months specifically as related to the continued build-out of data centers and AI-related infrastructure.”

— Christophe Fouquet, CEO, ASML (ASML Earnings Call)

What’s next

ASML is expected to continue receiving a high volume of orders from its semiconductor manufacturing customers as they ramp up production of advanced chips to meet growing demand for AI-powered applications and high-performance computing.

The takeaway

ASML's dominance in the critical semiconductor equipment market, combined with the booming demand for advanced chips to support AI and data center growth, positions the company for continued strong performance and the potential to reach a $2,000 stock price milestone in the next two years.