ASML Holding (ASML) Falls Back, Is The Stock Still Cheap?

Simply Wall St.11-10

ASML Holding (NasdaqGS:ASML) has drawn renewed investor attention after recent share price swings, with the stock down about 15% over the past month and roughly 16% over the past 3 months. Despite the...

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Despite the...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-asml-falls-back-is-the-stock-still-cheap\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASML Holding (ASML) Falls Back, Is The Stock Still Cheap?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASML Holding (ASML) Falls Back, Is The Stock Still Cheap?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-10 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-asml-falls-back-is-the-stock-still-cheap><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML Holding (NasdaqGS:ASML) has drawn renewed investor attention after recent share price swings, with the stock down about 15% over the past month and roughly 16% over the past 3 months. Despite the...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-asml-falls-back-is-the-stock-still-cheap\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CGIC","symbol_name":"Capital Group International Core Equity ETF","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-asml-falls-back-is-the-stock-still-cheap","article_id":"2682359085","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=240/https://images.simplywall.st/asset/industry/8211000-choice2-card/1788934045157"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-asml/asml-holding/news/asml-holding-asml-falls-back-is-the-stock-still-cheap","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2682359085","pubTimestamp":1794277563,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"BBailey PembertonNovember 10, 2026","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"CGIC":"Capital Group International Core Equity ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","FFGX":"Fidelity Fundamental Global ex-U.S. ETF","IEFA":"iShares Core MSCI EAFE ETF","03165":"华夏欧优股对冲","LU0084288322.USD":"Natixis Asia Equity RD USD","DBEU":"Xtrackers MSCI Europe Hedged Equity ETF","ASML":"阿斯麦","LU0097036916.USD":"贝莱德美国增长A2 USD","ILOW":"AB International Low Volatility Equity ETF","BK4588":"碎股","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","EFA":"欧澳远东指数 ETF-iShares MSCI","BK4147":"半导体设备","GSID":"Goldman Sachs MarketBeta International Equity ETF","IFLR":"Innovator International Developed Managed Floor ETF","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","FENI":"FIDELITY ENHANCED INTERNATIONAL ETF","LU2063271972.USD":"富兰克林创新领域基金","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","EPAI":"Harbor AI Inflection Strategy ETF","ASMG":"2倍做多ASML ETF- Leverage Shares","BK4543":"AI","ASMH":"ASML Holding NV ADRhedged","ASMU":"Direxion Daily ASML Bull 2X ETF","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","BK4585":"ETF&股票定投概念","CHPX":"Global X AI Semiconductor & Quantum ETF","ASMZ":"Corgi ASML 2x Daily ETF","PQNT":"Pictet AI Enhanced International Equity ETF","DBEF":"Xtrackers MSCI EAFE Hedged Equity ETF"},"translate_title":"ASML Holding (ASML) 回落，股票还便宜吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ASML":1.99,"FENI":0.6,"FFGX":0.6,"DBEF":0.6,"ASMU":0.6,"IEFA":0.6,"DBEU":0.6,"EFA":0.6,"HBMX":0.6,"ASMZ":0.6,"PQNT":0.6,"03165":0.6,"IFLR":0.6,"EPAI":0.6,"ILOW":0.6,"ASMH":0.6,"CGIC":0.6,"CHPX":0.6,"ASMG":0.6,"GSID":0.6},"content_text":"ASML Holding (NasdaqGS:ASML) has drawn renewed investor attention after recent share price swings, with the stock down about 15% over the past month and roughly 16% over the past 3 months. Despite the recent decline, ASML Holding’s 1-year total shareholder return of 46.43% and 3-year total shareholder return of about 1.36x indicate stronger longer-term gains, while the 30-day share price return of negative 15.0% suggests that momentum has recently faded. Scan how ASML Holding compares with other chipmakers under pressure by checking a curated set of 53 AI infrastructure stocks right now. Bulls see a temporary reset in ASML Holding after a strong run, while bears see a rich price tag meeting rising expectations. Which side does the current valuation actually support next? AdvertisementMost Popular Narrative: 16% Undervalued ASML Holding last closed at $1,513.25, while the most followed narrative on Simply Wall St puts fair value at $1,809.43, implying the shares trade at about a 16% discount according to that framework. TradingClimbers, a Simply Wall St Community investor who wrote the narrative, frames ASML as a high quality business where timing the entry price matters more than chasing recent strength. My thesis is simple: ASML is a toll booth on the progress of semiconductors. Every new node, every new DRAM generation and every AI accelerator needs more lithography layers, and the most advanced layers can only be printed on ASML's tools. The moat is wide: decades of R&D, a unique supplier network (Zeiss optics above all), deep customer integration and a growing installed base that produces recurring, high-margin service revenue. The business is cyclical, which is why I want to build the position on weakness, step by step, instead of chasing strength. See why 5 investors see ASML Holding as 16% undervalued. Result: Fair Value of $1,809.43 (UNDERVALUED) Still, tighter export controls on China or a sharp pullback in AI and memory capex could quickly challenge the bullish fair value story around ASML Holding. Find out about the key risks to this ASML Holding narrative. Another View: ASML Holding Looks Expensive On Earnings The most followed Simply Wall St narrative calls ASML Holding about 16% undervalued, but the earnings-based picture is less friendly. At a P/E of 38.1x versus a US Semiconductor peer average of 32.5x and a fair ratio of 34.2x, the stock carries a rich valuation that could limit upside if sentiment cools. This kind of premium can persist for a quality business, yet it also raises the question investors care about most: Is paying above both peers and the fair ratio a risk worth taking, or a signal to demand a wider margin of safety before stepping in? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:ASML P/E Ratio as at Nov 2026Next Steps Mixed signals around ASML Holding can feel messy, so move quickly, look through the underlying data, and decide what stacks up for you. To understand what investors view as upside potential, review the 2 key rewards. Looking for more ASML Holding sized opportunities? Do not stop with ASML Holding. Use the Simply Wall St screener to hunt for fresh ideas that match your risk comfort and return goals before the next move passes you by.  Target potential mispricings by scanning a curated set of 33 high quality undervalued stocks that combine quality fundamentals with attractive valuations. Secure potential income streams by reviewing a focused group of 6 dividend fortresses that aim to pair higher yields with resilient cash generation. Dial down volatility risk by concentrating on a handpicked 30 resilient stocks with low risk scores designed to highlight businesses with more durable financial profiles.  This article is general in nature and was produced with the assistance of AI automation,\n        based on data and analysis from Simply Wall St. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Have feedback on this article? Concerned about the content? Get in touch with us directly. 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