Sven Carlin on ASML
Sven Carlin on ASML (ASML): the quotes, dated.
7 dated quotes about ASML stock (ASML), selected from all 345 Sven Carlin videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with ASML’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- ASML close, 2026-10-23
- $1,571.80
- Price since the first quote, Oct 10, 2025
- +67.9%
- S&P 500 (SPY), same period
- +16.4%
- vs the S&P 500
- +51.5 pp
- Latest stance, Oct 4, 2026
- Valuation view
- Mentions found
- 23 in 15 of 345 videos
The short version
In October 2025 Sven Carlin said ASML was overvalued at a value investor's P/E of 12 to 20; they added it could double if exuberance stayed but moved it toward lower reward for the same risk. In December 2025 they said buying at a semiconductor cyclical downturn was better. In January 2026 they grouped ASML with Ferrari as expensive stocks. In July 2026 they called it a 3x on an AI bubble, with a projected P/E of 20 assuming perfection. In August 2026 they saw less business risk but price risk. In October 2026 they noted it had more than doubled, with a P/E of 60.
Summary of the quotes on this page. Updated .
What Sven Carlin said last · Oct 4, 2026
Valuation view
“And it has done really well over the last year and a half, more than two times up. The P ratio is now 60. It was in the 20s.”
No clear directional call
These quotes do not establish a clear bullish or bearish call.
ASML from to . Price movement, not the creator’s realized return.
Price up since 4 of 7 quotes · Stock ahead of SPY: 4 of 7
Leaderboard result: Not scored (no clear directional call). How it is scored
Sven Carlin’s price target and valuation calls on ASML
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
If I look at it from a purely value investment perspective and put a P ratio 15 of 20, even 12, then yes, ASML is overvalued when you compare things.
Valuation view
ASML Ferrari. Can you find more expensive stocks? This is just populism on YouTube.
Valuation view
Now, it is a 3x on an AI bubble. Their earnings are on the upper side of their projections, but when you think about it, they said 2030, 60 billion in revenues. Even if it is 30…
Valuation view
And it has done really well over the last year and a half, more than two times up. The P ratio is now 60. It was in the 20s.
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
ASML · daily close, split-adjusted · 2025-09-10 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $968 |
| 2025-10-31 | $1059 |
| 2025-11-28 | $1060 |
| 2025-12-31 | $1070 |
| 2026-01-30 | $1423 |
| 2026-02-27 | $1451 |
| 2026-03-31 | $1321 |
| 2026-04-30 | $1439 |
| 2026-05-29 | $1613 |
| 2026-06-30 | $1989 |
| 2026-07-31 | $1629 |
| 2026-08-31 | $1696 |
| 2026-09-30 | $1812 |
| 2026-10-23 | $1572 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
ASML · daily close, split-adjusted · 2025-09-10 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $968 |
| 2025-10-31 | $1059 |
| 2025-11-28 | $1060 |
| 2025-12-31 | $1070 |
| 2026-01-30 | $1423 |
| 2026-02-27 | $1451 |
| 2026-03-31 | $1321 |
| 2026-04-30 | $1439 |
| 2026-05-29 | $1613 |
| 2026-06-30 | $1989 |
| 2026-07-31 | $1629 |
| 2026-08-31 | $1696 |
| 2026-09-30 | $1812 |
| 2026-10-23 | $1572 |
What Sven Carlin said, when
- 1
— Valuation view
12:51 “If I look at it from a purely value investment perspective and put a P ratio 15 of 20, even 12, then yes, ASML is overvalued when you compare things.”
Sven Carlin was reviewing ASML's valuation in a list of value stocks and noted that the return had already been made as the AI bubble formed.
- 2
— Conditional
13:40 “Now the risk is a little bit higher, but it still can double from here if the exuberance stays. So, I'm just transferring ASML a little bit to the lower reward for the same risk.”
Sven Carlin said the lower-price scenario for betting on AI had passed, and they moved ASML within their risk and reward quadrant.
- 3
— Conditional
3:50 “Better to buy it at a semis cyclical downturn when the market is not exuberant which gives you a better risk and reward situation because the fundamentals are likely there that ASML will hit its revenue and growth targets”
Discussing European stocks for 2026, starting with the top of the European stock index.
- 4
— Valuation view
19:21 “ASML Ferrari. Can you find more expensive stocks? This is just populism on YouTube.”
Part of a discussion of 20 European stocks.
- 5
— Valuation view
7:31 “Now, it is a 3x on an AI bubble. Their earnings are on the upper side of their projections, but when you think about it, they said 2030, 60 billion in revenues. Even if it is 30 billion in profits, that's still 20, a P/E ratio of 20 in a few years, assuming perfection”
In a value quadrant update, Sven Carlin recalled earlier calling ASML at 568 a better buy at the lower price.
- 6
— Risk acknowledged
1:39 “Much less risk there from a business perspective. However, risk from a price perspective because we discussed ASML a year and something ago.”
Reviewing ASML in a value investing quadrant update after noting the stock price had moved since their earlier discussion.
- 7
— Valuation view
2:42 “And it has done really well over the last year and a half, more than two times up. The P ratio is now 60. It was in the 20s.”
Discussing ASML as an AI machine production company in an October 2026 quadrant update.
No quote added since · 16 later videos from Sven Carlin · covers videos through
Other creators on ASML
- Adam KhooDisclosed holding+56.8%
- Joseph CarlsonHold, bullish+12.7%
- Tom NashNamed as a pick+69.4%
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How to read this
Quotes are short excerpts from Sven Carlin's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is ASML's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-23. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 345 of 345 videos published since 2025-09-10 covered; 23 ASML Holding mentions found. Prices as of 2026-10-23.
Independent record — not affiliated with or endorsed by Sven Carlin. Request a correction or removal