{"id":208,"date":"2026-04-11T17:58:20","date_gmt":"2026-04-11T17:58:20","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/208\/"},"modified":"2026-04-11T17:58:20","modified_gmt":"2026-04-11T17:58:20","slug":"ken-fishers-top-ai-stock-pick-in-2026-asml-asml-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/208\/","title":{"rendered":"Ken Fisher\u2019s Top AI Stock Pick in 2026: ASML (ASML)"},"content":{"rendered":"\n

We just covered Billionaire Ken Fisher\u2019s Latest Portfolio: 10 Best AI Stocks to Buy<\/a>. ASML Holding (NASDAQ:ASML) ranks #7 (see the 5 Best AI Stocks to Buy<\/a>).<\/p>\n

Billionaire Ken Fisher\u2019s Stake: $4.80 billion<\/p>\n

ASML Holding (NASDAQ:ASML) has a near\u2011total monopoly in the critical lithography industry. It is the only company in the world that commercially produces extreme ultraviolet (EUV) lithography systems, which are essential for manufacturing the most advanced semiconductor chips at nodes below ~5 nm.<\/p>\n

Why is no one else competing with ASML Holding (NASDAQ:ASML)? The barriers to entry are enormous: building EUV tools requires multi\u2011billion\u2011euro investments and a deep ecosystem of suppliers and proprietary knowledge accumulated over decades. No alternative lithography technology has reached commercial viability that can replace EUV at leading-edge nodes, leaving ASML with a de facto global monopoly.<\/p>\n

ASML Holding\u2019s (NASDAQ:ASML) \u00a0backlog has grown meaningfully. At the end of 2025, ASML reported an order backlog of \u20ac38.8 billion, up from a backlog level of \u20ac35.9 billion at the end of 2024. 2026 guidance shows continued revenue growth. Earlier this year, ASML Holding (NASDAQ:ASML) raised its 2026 revenue guidance to \u20ac34\u201339 billion, up from its previous forecast of flat-to-higher sales versus 2025\u2019s \u20ac32.7 billion, implying a potential growth of 4% to 19% year-over-year, driven by strong AI chip demand and production expansions at major customers including TSMC, Samsung, Micron, and SK Hynix. ASML ranks seventh in our list of the best AI stocks to buy according to billionaire Ken Fisher.<\/p>\n

Major customers for ASML Holding (NASDAQ:ASML) include the world\u2019s largest semiconductor manufacturers \u2014 TSMC, Samsung, Intel, and SK hynix \u2014 all of which depend on ASML\u2019s lithography systems.<\/p>\n

Polen International Growth Strategy explained in its investor letter why ASML is critical to the AI industry. (Click here to read the full text<\/a>).<\/p>\n

\"\" <\/p>\n

While we acknowledge the potential of ASML as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the\u00a0best short-term AI stock<\/a>.<\/p>\n

READ NEXT:\u00a033 Stocks That Should Double in 3 Years<\/a> and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy<\/a>.<\/p>\n

Disclosure: None. Follow Insider Monkey on Google News<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"We just covered Billionaire Ken Fisher\u2019s Latest Portfolio: 10 Best AI Stocks to Buy. ASML Holding (NASDAQ:ASML) ranks…\n","protected":false},"author":2,"featured_media":209,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,301,302],"class_list":{"0":"post-208","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-asml","8":"tag-asml","9":"tag-asml-holding","10":"tag-lithography-systems"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/208","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/comments?post=208"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/208\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/209"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=208"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=208"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=208"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}