Summary
ASML’s (NASDAQ: ASML) stock has plummeted approximately 40% from its 52-week high due to new export-control regulations impacting its future prospects. Despite this, the company reported a record €7.7 billion in sales and a 54% gross margin in Q1 2025. The analysis raises questions about ASML’s ability to remain essential amidst the demand from AI-focused foundries for 2-nanometer technology, while also considering the risks posed by geopolitical factors and inconsistent order patterns.
