How Joseph Carlson After Hours’s view on $ASML changed

Channel profile →This channel has 2 credited speakers: Michael Burry, Wall Street Journal article1 entry
2026-08-24Bullish
“I’m Buying $10,000 Of This Company Next”
ASML is a favorite stock, but only a buy at $1,200; at that price it would double in 5 years under moderate assumptions.

Next we get to ASML, which is just behind S&P Global. It's holding number six. It's a $124,000 position with $91,000 in gains. ASML is one of my favorite stocks ever. I really love this company.

It's so cool what they're doing. But I have to set a buyin target at $1,200. If we look at how the numbers play out here, we can assume very moderate assumptions for ASML. The earnings per share growth rate of 12.5%.

I'd put a PE multiple of 30 on it. When we look at that, at a $1,200 buyin price, we get a 15.2% return. So, I believe with these assumptions, at $1,200, the stock would essentially double over the next 5 years.