ASML Predicted to Surpass Palantir in Market Valuation Within Three Years

Palantir's meteoric rise—up 2,660% since early 2023—has captivated investors, but ASML's foundational role in enabling AI technology positions it for long-term dominance. While Palantir's stock trades at speculative highs, ASML's $900-per-share price belies its recent 15.5% dip from all-time peaks. Market capitalization, not share price, tells the true story: ASML's semiconductor lithography systems underpin the entire AI ecosystem.

The Dutch firm's near-monopoly on extreme ultraviolet (EUV) lithography machines makes it indispensable for advanced chip production. As AI demand strains semiconductor supply chains, ASML's technological moat could drive a valuation surge. Palantir's software-centric model faces stiffer competition, whereas ASML operates with virtually no direct rivals in its niche.