ASML Holding N.V. (ASML) — closed signal from November 13, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on February 11, 2026 — +38.7% at the close.
Predicted vs. what happened
What happened
Reached its target in 54 days.
The thesis — published November 13, 2025
ASML looks like a top-tier company that was sold off too hard, which can set up a bounce. Investor mood remains strong. New this week: SK Hynix plans to use ASML's latest high-NA tools at scale, and a strong independent growth score points to a durable edge. In the next 0-3 months, a rebound is likely if momentum steadies; buy near weakness and watch for a close above $1065 with strong trading activity.
Primary drivers
- Stock looks oversold while optimism holds, which could set up a rebound
- SK Hynix plans to use ASML high-NA EUV tools at scale, boosting demand
- Strong third-party growth score (88%) supports a lasting competitive edge
- Rising demand from AI and chip equipment spending supports long-term growth
How it played out
ASML: target reached in 54 days
Lyra published ASML on 2025-11-13 at $1034.88, with expected growth of 20%. The thesis pointed to a stock that looked oversold while investor optimism held. It also pointed to SK Hynix plans to use ASML high-NA EUV tools at scale, an 88% growth score, and demand tied to artificial intelligence and chip equipment spending.
Inside the window, ASML peaked at $1493.48 on 2026-01-28, above the $1241.86 target. It reached the target in 54 days. The signal ended at $1435.63. The published thesis played out.
What happened during the window
On Jan. 28, 2026, ASML reported fourth-quarter bookings of €13.16 billion. The same day, SK Hynix said it planned a considerable capital-expenditure increase.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.