ASML Holding N.V. $ASML Shares Bought by Jennison Associates LLC

Jennison Associates LLC grew its position in ASML Holding N.V. (NASDAQ:ASML) by 71.1% in the fourth quarter, HoldingsChannel reports. The fund owned 75,928 shares of the semiconductor company’s stock after acquiring an additional 31,542 shares during the quarter. Jennison Associates LLC’s holdings in ASML were worth $81,232,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of ASML. Capital International Investors raised its position in shares of ASML by 17.3% in the third quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock worth $3,791,982,000 after acquiring an additional 577,448 shares during the period. Arrowstreet Capital Limited Partnership acquired a new position in shares of ASML in the third quarter worth about $505,510,000. Regents of The University of California acquired a new position in shares of ASML in the third quarter worth about $413,335,000. WCM Investment Management LLC raised its position in shares of ASML by 24.9% in the third quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock worth $1,861,445,000 after acquiring an additional 385,502 shares during the period. Finally, Alliancebernstein L.P. raised its position in shares of ASML by 75.6% in the third quarter. Alliancebernstein L.P. now owns 790,869 shares of the semiconductor company’s stock worth $765,632,000 after acquiring an additional 340,518 shares during the period. Institutional investors and hedge funds own 26.07% of the company’s stock.

ASML Stock Up 3.2%

ASML opened at $1,438.99 on Friday. ASML Holding N.V. has a twelve month low of $662.46 and a twelve month high of $1,547.22. The company has a quick ratio of 0.78, a current ratio of 1.36 and a debt-to-equity ratio of 0.13. The company has a 50-day moving average price of $1,399.33 and a 200 day moving average price of $1,246.54. The company has a market cap of $565.93 billion, a PE ratio of 51.61, a price-to-earnings-growth ratio of 1.40 and a beta of 1.88.

More ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Management raised full‑year revenue guidance and said large orders from AI and memory customers (Samsung, SK Hynix and others) are filling the order book, supporting near‑ to mid‑term demand for ASML’s advanced lithography systems. ASML Guidance Climbs As AI And Memory Orders Reshape Growth Outlook
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts materially (FY26 to $37.21 and FY27 to $48.68), indicating rising analyst confidence in ASML’s earnings power as AI/memory investments accelerate. MarketBeat Analyst Note (Erste Group estimates)
• Positive Sentiment: Zacks moved ASML to a Zacks Rank #2 (Buy) on improving earnings prospects, which can attract momentum and model‑driven flows. ASML (ASML) Upgraded to Buy: Here’s Why
• Neutral Sentiment: Coverage pieces note that Wall Street analysts are broadly optimistic and the average brokerage recommendation favors adding ASML, but they caution that ABR can be skewed; this is informative for sentiment but not a direct fundamental change. Is ASML (ASML) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Macro/sector ETF coverage (Strive U.S. Semiconductor ETF) mentions ASML as a key exposure to semiconductors; useful for ETF flows context but indirect for ASML’s stock. Should You Invest in the Strive U.S. Semiconductor ETF (SHOC)?
• Negative Sentiment: Taiwan Semiconductor (TSM) said it will delay deployment of ASML’s high‑NA EUV machines until at least 2029, which could push out demand for ASML’s most advanced (and high‑margin) systems and affect longer‑term cadence for that product line. Taiwan Semiconductor Manufacturing (TSM): One of the Harvard University Stock Picks

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on ASML shares. Barclays reiterated a “buy” rating on shares of ASML in a research report on Wednesday, April 15th. Wells Fargo & Company reiterated an “overweight” rating and issued a $1,750.00 price objective on shares of ASML in a research report on Thursday, April 16th. Jefferies Financial Group reiterated a “neutral” rating on shares of ASML in a research report on Wednesday, April 8th. Royal Bank Of Canada upped their price objective on shares of ASML from $1,625.00 to $1,700.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Finally, Wall Street Zen upgraded shares of ASML from a “hold” rating to a “buy” rating in a research report on Saturday, April 25th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,504.38.

ASML Profile

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.