$1k in ASML Smashed The S&P at Every Milestone

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Alex Sirois

Fri, June 5, 2026 astatine 10:25 AM CDT 3 min read

Quick Read

A $1,000 ASML concern made 10 years agone grew to $19,297, outpacing the S&P 500's $3,500 instrumentality by much than 5x.
ASML's monopoly connected EUV lithography makes each precocious spot beneath 7nm intolerable to manufacture without its machines, creating irreplaceable demand.
With a $45 cardinal backlog and 65% year-to-date gains, ASML present trades astatine 57 times trailing earnings, making introduction terms a existent risk.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and ASML wasn't 1 of them. Get them present FREE.

Ten years ago, ASML (NASDAQ:ASML) was a respected Dutch instrumentality shaper softly perfecting a exertion astir investors had ne'er heard of: utmost ultraviolet lithography. Today, it is the sole supplier of EUV machines required to people transistors smaller than 7 nanometers, and each cutting-edge spot from TSMC, Samsung, and Intel runs done its tools.

The travel was bumpy. ASML rode the smartphone cycle, past the unreality cycle, past a brutal 2022 to 2023 downturn, past the AI capex explosion. CEO Christophe Fouquet spooked the marketplace successful July 2025 erstwhile helium said helium "cannot confirm" 2026 growth, lone to present grounds Q4 2025 nett bookings of €13.2 cardinal six months later. The communicative since: AI customers accelerating capableness plans, a $45.06 cardinal backlog, and the archetypal High NA EUV strategy (EXE:5200B) shipped.

Your $1,000 Became $19,297

1-Year Return

Initial Investment: $1,000
Current Value: $2,384.80
Total Return: 138.48%
S&P 500 (same period): astir $1,130 (about 13%)

5-Year Return

Initial Investment: $1,000
Current Value: $2,705.20
Total Return: 170.52%
S&P 500 (same period): astir $1,900 (about 90%)

10-Year Return

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and ASML wasn't 1 of them. Get them present FREE.

Initial Investment: $1,000
Current Value: $19,297.20
Total Return: 1,829.72%
S&P 500 (same period): astir $3,500 (about 250%)

The decennary mathematics is the headline. A expansive turned into astir twenty, crushing the scale by a origin of much than five. Most of that compounding came from a azygous penetration playing retired implicit 10 years: each node shrink raises lithography intensity, and ASML is the lone vendor that tin merchantability the required tool. Holding done the 2022 drawdown and the mid-2025 guidance scare was the terms of admission. Both felt atrocious astatine the time. I'd enactment $1,000 into ASML contiguous if I believed successful the semipermanent setup.

The Case Today, With Open Eyes

The bull lawsuit rests connected AI capex continuing to propulsion guardant and customers staying hopeless for EUV slots. The Q1 2026 setup supports that: gross of $10.34 billion, 53.0% gross margin, raised guidance, and JP Morgan arguing 2027-2028 statement is excessively low.

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