{"id":25127,"date":"2026-06-22T17:32:12","date_gmt":"2026-06-22T17:32:12","guid":{"rendered":"https:\/\/www.europesays.com\/netherlands\/25127\/"},"modified":"2026-06-22T17:32:12","modified_gmt":"2026-06-22T17:32:12","slug":"why-im-not-selling-asml-after-a-230-gain-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/netherlands\/25127\/","title":{"rendered":"Why I&#8217;m Not Selling ASML After a 230% Gain"},"content":{"rendered":"<p>Key Points<\/p>\n<p>I invested in ASML five years ago.<\/p>\n<p>Its stock looks a bit pricey, but it still deserves a premium valuation.<\/p>\n<p>I started investing in ASML (NASDAQ: ASML) in early 2021. As of this writing, I&#8217;m sitting on an unrealized gain of about 230% on that position, which accounts for 5% of my portfolio. It might seem prudent to take some profits, but I&#8217;m not planning to sell my shares anytime soon.<\/p>\n<p>Why did I invest in ASML?<\/p>\n<p>ASML, which is based in the Netherlands, is the world&#8217;s largest producer of lithography machines for optically etching circuit patterns onto silicon wafers. It&#8217;s also the only producer of extreme ultraviolet (EUV) lithography systems, which the world&#8217;s top foundries &#8212; including TSMC and Samsung &#8212; use to manufacture their most advanced chips.<\/p>\n<p>Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. <a data-ylk=\"slk:See the stocks \u00bb;elm:context_link;itc:0;sec:content-canvas;\" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=39c75d33-7bd5-45f2-8c4b-9b44f6fb117b&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001159%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Dtop_incontent_pitch_feed_partner%26ftm_pit%3D18402&amp;utm_source=AolDailyFinance&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=015870c9-7f68-4777-8a64-98fa248b9653\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">See the stocks \u00bb<\/a><\/p>\n<p><img alt=\"A close-up shot of two silicon wafers.\" loading=\"lazy\" width=\"960\" height=\"640\" decoding=\"async\" data-nimg=\"1\" class=\"standard-img w-full w-full h-auto\" style=\"color:transparent\" src=\"https:\/\/www.europesays.com\/netherlands\/wp-content\/uploads\/2026\/06\/https:\/\/media.zenfs.com\/en\/aol_the_motley_fool_392\/a448abcc071dba95be0dccf841857793.jpeg\"\/><\/p>\n<p>A close-up shot of two silicon wafers.<\/p>\n<p>Image source: Getty Images.<\/p>\n<p>ASML&#8217;s EUV systems, which cost $200 million to $400 million, require multiple planes to ship. As a linchpin of the global semiconductor industry, it has tremendous pricing power and an impenetrable moat. That&#8217;s why its gross margin rose from 48.6% in 2020 to 52.8% in 2025.<\/p>\n<p>From 2020 to 2025, its revenue and EPS grew at CAGRs of 18% and 24%, respectively. It achieved that growth even as the pandemic, supply chain disruptions, inflation, rising interest rates, geopolitical conflicts, and other macro headwinds rattled the global economy.<\/p>\n<p>ASML kept growing because the world&#8217;s top foundries must keep installing its lithography systems to stay competitive. In the past, its growth was pegged to the <a data-ylk=\"slk:semiconductor market;elm:context_link;itc:0;sec:content-canvas;\" href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/semiconductor-stocks\/?utm_source=AolDailyFinance&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=015870c9-7f68-4777-8a64-98fa248b9653\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">semiconductor market<\/a>&#8216;s boom-and-bust cycles. But over the past few years, its growth has been driven by surging demand for GPUs, memory chips, and custom networking chips in the booming <a data-ylk=\"slk:AI market;elm:context_link;itc:0;sec:content-canvas;\" href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/?utm_source=AolDailyFinance&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=015870c9-7f68-4777-8a64-98fa248b9653\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">AI market<\/a>.<\/p>\n<p>All of those chipmakers need to use ASML&#8217;s EUV systems &#8212; whether at their third-party foundries or first-party plants &#8212; to manufacture their smallest and densest chips. That makes ASML one of the easiest ways to profit from the semiconductor sector&#8217;s long-term expansion without investing too heavily in a single chipmaker. It also makes ASML an evergreen stock.<\/p>\n<p>Why won&#8217;t I sell my ASML shares?<\/p>\n<p>From 2025 to 2028, analysts expect ASML&#8217;s revenue and EPS to grow at CAGRs of 18% and 27%, respectively, as the AI boom continues. It will sell more of its newest high-NA EUV systems, which are used to produce the world&#8217;s most powerful chips, as well as a steady stream of its older low-NA EUV systems and deep ultraviolet (DUV) systems for mature nodes.<\/p>\n<p>ASML&#8217;s stock isn&#8217;t cheap at 39 times next year&#8217;s earnings. However, it&#8217;s consistently traded above 30 times forward earnings since my first purchase more than five years ago &#8212; presumably because its monopolization of the EUV market justifies a higher valuation. I won&#8217;t sell my shares unless that bullish thesis changes.<\/p>\n<p>Should you buy stock in ASML right now?<\/p>\n<p>Before you buy stock in ASML, consider this:<\/p>\n<p>The Motley Fool Stock Advisor analyst team just identified what they believe are the <a data-ylk=\"slk:10 best stocks;elm:context_link;itc:0;sec:content-canvas;\" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=a727dcbd-db85-4564-911b-b9e45eaef3d4&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D11234%26source%3Disaeditxt0001178%26company%3DASML%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_partners%26ftm_pit%3D18725&amp;utm_source=AolDailyFinance&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=015870c9-7f68-4777-8a64-98fa248b9653\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">10 best stocks<\/a> for investors to buy now\u2026 and ASML wasn&#8217;t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n<p>Consider when Netflix made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation, you&#8217;d have $417,305!* Or when Nvidia made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, you&#8217;d have $1,293,148!*<\/p>\n<p>Now, it&#8217;s worth noting Stock Advisor&#8217;s total average return is 936% \u2014 a market-crushing outperformance compared to 209% for the S&amp;P 500. Don&#8217;t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n<p><a data-ylk=\"slk:See the 10 stocks \u00bb;elm:context_link;itc:0;sec:content-canvas;\" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=a727dcbd-db85-4564-911b-b9e45eaef3d4&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D11234%26source%3Disaeditxt0001178%26company%3DASML%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18725%26ftm_veh%3Darticle_pitch_feed_partners%26company%3DASML&amp;utm_source=AolDailyFinance&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=015870c9-7f68-4777-8a64-98fa248b9653\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">See the 10 stocks \u00bb<\/a><\/p>\n<p>*Stock Advisor returns as of June 22, 2026.<\/p>\n<p><a data-ylk=\"slk:Leo Sun;elm:context_link;itc:0;sec:content-canvas;\" href=\"https:\/\/www.fool.com\/author\/2154\/\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">Leo Sun<\/a> has positions in ASML. The Motley Fool has positions in and recommends ASML and Taiwan Semiconductor Manufacturing. The Motley Fool has a <a data-ylk=\"slk:disclosure policy;elm:context_link;itc:0;sec:content-canvas;\" href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">disclosure policy<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Key Points I invested in ASML five years ago. Its stock looks a bit pricey, but it still&hellip;\n","protected":false},"author":2,"featured_media":25128,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[65,522,302],"class_list":["post-25127","post","type-post","status-publish","format-standard","has-post-thumbnail","category-asml","tag-asml","tag-euv","tag-lithography-systems"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/25127","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=25127"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/posts\/25127\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media\/25128"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/media?parent=25127"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/categories?post=25127"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/netherlands\/wp-json\/wp\/v2\/tags?post=25127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}