Sanford C. Bernstein Reiterates “Buy” Rating for ASML (NASDAQ:ASML)

ASML (NASDAQ:ASML)‘s stock had its “buy” rating reiterated by analysts at Sanford C. Bernstein in a note issued to investors on Wednesday,MarketScreener reports.

ASML has been the subject of a number of other reports. Royal Bank Of Canada upped their target price on shares of ASML from $1,550.00 to $1,625.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. TD Cowen reissued a “buy” rating on shares of ASML in a research report on Wednesday, January 28th. Zacks Research upgraded ASML from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 30th. Weiss Ratings downgraded ASML from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Finally, Jefferies Financial Group restated a “neutral” rating on shares of ASML in a research report on Wednesday, January 28th. Three research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, ASML currently has an average rating of “Moderate Buy” and an average target price of $1,475.00.

ASML Price Performance

NASDAQ ASML opened at $1,497.80 on Wednesday. The company has a 50-day moving average price of $1,295.58 and a 200-day moving average price of $1,071.67. ASML has a 52 week low of $578.51 and a 52 week high of $1,507.35. The company has a quick ratio of 0.79, a current ratio of 1.26 and a debt-to-equity ratio of 0.14. The firm has a market capitalization of $589.06 billion, a P/E ratio of 58.01, a PEG ratio of 1.69 and a beta of 1.89.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Arrowstreet Capital Limited Partnership increased its holdings in ASML by 195.8% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,544,705 shares of the semiconductor company’s stock worth $1,652,618,000 after buying an additional 1,022,532 shares during the period. Capital International Investors boosted its holdings in shares of ASML by 17.3% in the 3rd quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock valued at $3,791,982,000 after acquiring an additional 577,448 shares during the last quarter. Regents of The University of California acquired a new stake in shares of ASML in the third quarter worth $413,335,000. WCM Investment Management LLC lifted its position in ASML by 24.9% during the third quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock valued at $1,861,445,000 after purchasing an additional 385,502 shares during the period. Finally, Alliancebernstein L.P. boosted its holdings in ASML by 75.6% in the third quarter. Alliancebernstein L.P. now owns 790,869 shares of the semiconductor company’s stock valued at $765,632,000 after purchasing an additional 340,518 shares during the last quarter. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML’s 2025 annual report shifts tone — management now cites the AI boom as the main long‑term demand driver for its lithography systems, a clearer bullish signal for sustained equipment orders and backlog. ASML sees AI demand as long-term growth driver in 2025 annual report
• Positive Sentiment: R&D/throughput breakthrough: Reuters and other outlets report ASML researchers have unveiled advances in EUV light sources that could boost chip output by up to ~50% by 2030 — a technology-led extension of ASML’s moat that improves customer throughput and pricing power. ASML unveils EUV light source advance that could yield 50% more chips by 2030
• Positive Sentiment: Share repurchases continue — ASML reported regular transactions under its current buyback program (recent daily repurchases reported), supporting EPS and signaling board confidence in capital allocation. ASML reports transactions under its current share buyback program
• Positive Sentiment: Systems sales growth: Analysts note ASML’s systems sales rose in double digits in 2025, driven by AI-related logic and memory demand and a robust backlog — supporting revenue visibility. ASML’s Systems Sales Grow in Double Digits: What’s Ahead?
• Neutral Sentiment: ASML formally published its 2025 Annual Reports (full filings and corporate messaging) — useful for investors seeking detailed guidance, capital allocation policy and R&D plans but not an immediate catalyst by itself. ASML publishes 2025 Annual Reports
• Neutral Sentiment: New leveraged ETFs: Direxion launched 2x single-stock ETFs tied to ASML — could increase short-term retail flows/volatility but is not a fundamentals change. Direxion Delivers Four New 2X Bull Single Stock Leveraged ETFs
• Neutral Sentiment: Analyst/peer notes: some analysts compare ASML to peers (e.g., Lam Research), highlighting valuation and growth differences — useful for relative-value discussions but mixed in directional impact. LRCX vs. ASML: Which Semiconductor Equipment Giant Is the Better Buy?
• Negative Sentiment: Restructuring and job cuts announced — ASML is simplifying processes and trimming roles after mergers; while this can improve efficiency, layoffs also draw investor scrutiny as a potential signal of cost pressure or shifting demand dynamics. ASML Restructuring And Job Cuts Put Efficiency And Execution In Focus

About ASML

ASML Holding N.V. (NASDAQ: ASML) is a Dutch company that develops, manufactures and services advanced photolithography systems used to produce semiconductor chips. Headquartered in Veldhoven, Netherlands, ASML supplies capital equipment and associated software and services that enable semiconductor manufacturers to pattern the intricate circuits on silicon wafers. The company is widely recognized for its leadership in extreme ultraviolet (EUV) lithography as well as its deep ultraviolet (DUV) platforms used across multiple process nodes.

ASML’s product portfolio includes EUV and DUV lithography machines, light sources, imaging optics and control software, together with spare parts, upgrades and field services.