ASML Stock Climbs Amid Nvidia's Blowout Quarter: What's Going On?

Benzinga
2025.05.29 17:04
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ASML Holding NV shares rose 1.05% to $754.35, influenced by Nvidia's strong first-quarter results, which saw a 69% year-over-year revenue increase to $44.1 billion. Nvidia's success in AI infrastructure is boosting expectations for semiconductor suppliers like ASML. Analysts are optimistic about ASML's future, anticipating benefits from the AI boom. ASML's stock is currently trading at $756.69, with a 52-week high of $1,110.09 and a low of $578.51.

ASML Holding NV ASML shares rose 1.05% to $754.35 on Thursday, gaining in sympathy with Nvidia Corp, which surged nearly 6% following blockbuster first-quarter results that exceeded Wall Street expectations. Nvidia's earnings fueled a broader semiconductor rally, lifting peer stocks like ASML.

What To Know: Nvidia reported first-quarter revenue of $44.1 billion, a 69% year-over-year increase, beating consensus estimates of $43.2 billion. Adjusted earnings per share reached $0.96, excluding charges tied to U.S. export restrictions on sales to China. The company's data center segment led the charge with $39.1 billion in revenue, up 73%, fueled by explosive demand for AI infrastructure.

CEO Jensen Huang emphasized global AI expansion, noting that countries now view AI computing as critical infrastructure. Despite a projected $8 billion revenue hit from H20 chip restrictions, Nvidia guided second-quarter revenue at $45 billion, surpassing estimates.

Analysts responded bullishly, with Wedbush projecting a $4–5 trillion future market cap. The AI boom also strengthens expectations for chip equipment suppliers like ASML, which manufactures advanced lithography machines critical to producing Nvidia's high-performance chips.

Investors see Nvidia's dominance as a bellwether for the sector, and ASML is poised to benefit as AI demand surges globally.

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How To Buy ASML Stock

By now you're likely curious about how to participate in the market for ASML Holding – be it to purchase shares, or even attempt to bet against the company.

Buying shares is typically done through a brokerage account. You can find a list of possible trading platforms here. Many will allow you to buy “fractional shares,” which allows you to own portions of stock without buying an entire share.

In the case of ASML Holding, which is trading at $756.69 as of publishing time, $100 would buy you 0.13 shares of stock.

If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform, or a broker who will allow you to “go short” a share of stock by lending you the shares to sell. The process of shorting a stock can be found at this resource. Otherwise, if your broker allows you to trade options, you can either buy a put option, or sell a call option at a strike price above where shares are currently trading – either way it allows you to profit off of the share price decline.

According to data from Benzinga Pro, ASML has a 52-week high of $1,110.09 and a 52-week low of $578.51.

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