Morgan Stanley: ASML Holds 70% Upside Potential in a Bull Market Outlook
2026-01-16 / Read about 0 minute
Author:小编   

Morgan Stanley has expressed a bullish stance on the stock performance of ASML, the Dutch semiconductor equipment manufacturer. According to analysts, under the most favorable circumstances, ASML's share price could potentially surge by 70% in the foreseeable future, climbing to 2,000 euros. This projection is based on the anticipated increase in spending by chipmakers as they strive to meet the burgeoning demand for artificial intelligence (AI) technologies. TSMC's recent earnings reports further underscore that the AI investment boom shows no signs of abating, prompting Morgan Stanley to adopt an even more optimistic outlook on ASML's prospects. As of 2026, ASML's stock price has already appreciated by 25%, and this week, its market capitalization soared past the $500 billion mark, positioning it as the third European company to achieve such a milestone.