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Asml Pops After Aletheia Capital Double Upgrades Euv Maker

Aletheia Capital upgraded ASML from sell to buy, doubling its price target due to expected 40–50% capacity expansion at TSMC and accelerating EUV demand through 2027.

Summary
Key PointsNo one comes close to ASML's lead in AI semiconductor manufacturing equipment.The Dutch company's technology is likely a decade ahead of that of its competitors.What's more, ASML's shares look inexpensive compared to the broader tech sector. 10 stocks we like better than ASML › There are plenty of flashy artificial intelligence (AI) companies for investors to choose from right now, and some could end up being great long-term investment…

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Seeking Alpha broke the news in United States on Friday, January 2, 2026.
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