Yahoo Finance Tech·2 min read

Ken Fisher’s Top AI Stock Pick in 2026: ASML (ASML)

Ken Fisher highlights ASML as a top AI investment.

Billionaire investor Ken Fisher has named ASML Holding (NASDAQ:ASML) as his top AI stock pick for 2026, citing its near-monopoly in the lithography market. ASML is the sole producer of extreme ultraviolet (EUV) lithography systems, essential for manufacturing advanced semiconductor chips. The company has seen significant growth in its order backlog and has raised its revenue guidance for 2026, driven by increasing demand from major clients like TSMC and Samsung.

Key Takeaways

  • 1.

    ASML's order backlog reached €38.8 billion at the end of 2025.

  • 2.

    The company raised its 2026 revenue guidance to €34–39 billion.

  • 3.

    ASML is the only producer of EUV lithography systems, crucial for advanced semiconductors.

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