Investment management firm Brown Advisory noted in its Q2 2026 investor letter that ASML Holding N.V. (ASML) plays a critical role in leading-edge semiconductor manufacturing due to its monopolistic position in extreme ultraviolet (EUV) lithography, and continues to benefit from the build-out of AI infrastructure. The firm believes ASML is well-positioned for significant long-term revenue growth amid AI-driven capacity expansion. As of August 7, 2026, ASML's stock price closed at approximately $1704.37, with a market capitalization of about $668.71 billion.