Jim Cramer recently discussed ASML Holding N.V. (NASDAQ:ASML) as part of a list of 15 stocks. The Dutch semiconductor equipment provider holds a monopoly in the high-end market as the sole manufacturer of EUV lithography machines.
ASML shares have gained 79% over the past year and are up 16.8% year-to-date. Following Taiwan chip giant TSMC's strong earnings report, analysts have focused on ASML. Bernstein reiterated an Outperform rating and a €1,300 share price target after TSMC's capital expenditure guidance for 2026 showed a 32% annual increase.
RBC Capital initiated coverage of the shares in January, setting a $1,550 price target and an Outperform rating. The firm noted that spending on wafer equipment and EUV machines could sustain in 2026.
After TSMC's earnings, Cramer commented on ASML's share price performance. "It's really funny ASML moved faster than Taiwan Semi itself and the others caught up and a lot of firms upgraded the capital equipment stocks," he said.