ASML leads in AI semiconductor manufacturing equipment, a decade ahead of competitors, with undervalued shares. Technology companies invest billions in data centers for AI, with Nvidia predicting up to $4 trillion in AI infrastructure spending by the end of the decade. ASML dominates with its advanced lithography machines, holding 90% market share. Revenue up 21% to nearly 23 billion euros, EPS up 40% to $17.38 in the first nine months of 2025. Morningstar research shows ASML a decade ahead of competitors, maintaining a significant lead. ASML benefits from long-term AI equipment sales, with services revenue up 39% to 6 billion euros in the first nine months of 2025. ASML’s stock price up 49% in the past year, with a P/E ratio of 34, making it a relative bargain compared to the tech sector’s average P/E of 54. ASML remains a great long-term investment opportunity in the AI buildout, with high margins and longtail revenue from equipment services. Morningstar’s top 10 stocks for investors to buy now don’t include ASML, but past recommendations have generated significant returns. Stock Advisor’s total average return is 974%, outperforming the S&P 500. The Motley Fool has positions in and recommends ASML, Nvidia, and Taiwan Semiconductor Manufacturing.

Read more at Yahoo Finance: Could This Equipment Maker Be the Hidden Winner of the AI Buildout?