ASML’s (ASML) Buy Rating Reaffirmed at Sanford C. Bernstein

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

ASML has been the subject of a number of other reports. Erste Group Bank upgraded ASML from a “hold” rating to a “buy” rating in a research note on Monday, September 22nd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of ASML in a report on Wednesday, December 10th. DZ Bank reaffirmed a “neutral” rating on shares of ASML in a research note on Wednesday, October 15th. Weiss Ratings cut shares of ASML from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday. Finally, KGI Securities set a $1,415.00 price objective on shares of ASML and gave the stock an “outperform” rating in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, ASML presently has a consensus rating of “Moderate Buy” and an average target price of $1,392.75.

ASML Trading Up 2.0%

Shares of ASML stock opened at $1,358.57 on Friday. The company has a quick ratio of 0.70, a current ratio of 1.31 and a debt-to-equity ratio of 0.14. The company has a market capitalization of $534.30 billion, a P/E ratio of 55.29, a P/E/G ratio of 1.97 and a beta of 1.86. ASML has a 12-month low of $578.51 and a 12-month high of $1,375.37. The firm has a 50-day moving average price of $1,101.45 and a 200 day moving average price of $941.75.

ASML (NASDAQ:ASML) last posted its earnings results on Wednesday, October 15th. The semiconductor company reported $6.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.27 by $0.14. ASML had a net margin of 27.08% and a return on equity of 47.74%. The company had revenue of $8.80 billion during the quarter, compared to analysts’ expectations of $8.99 billion. During the same quarter in the previous year, the company posted $5.28 earnings per share. ASML’s quarterly revenue was up .7% compared to the same quarter last year. Research analysts forecast that ASML will post 25.17 earnings per share for the current fiscal year.

Institutional Investors Weigh In On ASML

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Daymark Wealth Partners LLC increased its holdings in shares of ASML by 25.3% in the second quarter. Daymark Wealth Partners LLC now owns 4,664 shares of the semiconductor company’s stock valued at $3,738,000 after purchasing an additional 941 shares during the last quarter. Vanguard Personalized Indexing Management LLC boosted its holdings in shares of ASML by 6.9% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 18,899 shares of the semiconductor company’s stock worth $15,153,000 after buying an additional 1,225 shares during the period. Exchange Traded Concepts LLC boosted its holdings in shares of ASML by 30.1% during the 3rd quarter. Exchange Traded Concepts LLC now owns 13,919 shares of the semiconductor company’s stock worth $13,475,000 after buying an additional 3,217 shares during the period. ST Germain D J Co. Inc. grew its stake in ASML by 3.8% in the 3rd quarter. ST Germain D J Co. Inc. now owns 31,851 shares of the semiconductor company’s stock valued at $30,835,000 after buying an additional 1,171 shares during the last quarter. Finally, Vontobel Holding Ltd. raised its holdings in ASML by 17.9% in the 3rd quarter. Vontobel Holding Ltd. now owns 53,432 shares of the semiconductor company’s stock valued at $51,727,000 after acquiring an additional 8,118 shares during the period. Institutional investors own 26.07% of the company’s stock.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: TSMC’s $52–$56B 2026 capex guidance creates near‑term, essentially guaranteed equipment orders for suppliers like ASML — the MarketBeat piece outlines why ASML (sole supplier of EUV) should benefit from that spending surge. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Major outlets and analysts are pricing in the tailwind: CNBC notes ASML hit record highs after TSMC’s earnings and says ASML is uniquely positioned as the only supplier of machines needed for cutting‑edge AI chips. ASML hits record high on AI boost — and analysts see plenty of room to run
• Positive Sentiment: Technical roadmap: Zacks reports ASML is pushing High‑NA EUV into production, a manufacturing leap that supports sub‑2nm logic and DRAM — adoption would sustain multi‑year EUV demand. ASML Pushes High-NA EUV Forward
• Positive Sentiment: Analyst and bank coverage is supportive: Royal Bank of Canada started coverage with an “outperform” and $1,550 target, and JPMorgan‑referencing coverage forecasts strong price appreciation — both reinforce bullish sentiment. RBC coverage (read more) JPMorgan forecast
• Positive Sentiment: Industry analyses emphasize TSMC’s spending is a bigger win for ASML than peers because EUV machines are non‑substitutable and required for advanced nodes — investing.com explains the asymmetric benefit to ASML’s orderbook. Why TSMC’s capex upgrade is a bigger win for ASML than peers?
• Positive Sentiment: Competitive moat reminder: Digitimes reports ASML’s CEO saying China’s EUV capability lags by many generations — a reminder that ASML’s EUV monopoly and technological lead limit near‑term competitive risk. ASML CEO claims China’s EUV lags
• Neutral Sentiment: Some broker actions are mixed: UBS reaffirmed its buy, while Jefferies and Barclays reiterated neutral ratings — these keep sentiment constructive but show not all firms are upgrading aggressively. UBS buy reaffirmed Jefferies neutral

ASML Company 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.