Early Bird Prime for January 4, 2026

Watching ASML $ASML ( ▲ 0.73% ) shoot up 62.91% over the past year is like watching a rocket launch, except this one is fueled by semiconductors and investor enthusiasm. The semiconductor field continues to dazzle in the market.

ASML's stock reached a new all-time high on Friday, thanks to Aletheia Capital's double upgrade. They went from "Sell" to "Buy" and they even raised the price target to $1,500 from $750.

But with the stock hitting these dizzying heights, is now the right time to jump on the ASML bandwagon?

Consider the export controls on high-end EUV and some advanced DUV systems into China. These restrictions are like a speed bump on ASML's road to global domination, limiting its ability to sell its priciest tools to a major market. ASML's CEO, Christophe Fouquet, assured everyone in November that Dutch-Chinese tensions hadn't impacted business in the short term. But let's be honest, that situation could change.

Meanwhile, ASML's backlog coverage for 2026 is at a three-year low. To hit its growth ambitions, ASML would need to double its current order intake. With 12–18-month tool lead times, it's a growing challenge.

Should you buy ASML's stock in 2026 or avoid it? Here’s the answer…

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