ASML (NASDAQ:ASML – Get Free Report) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report issued on Saturday.
A number of other equities research analysts also recently issued reports on ASML. Freedom Capital raised shares of ASML from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 16th. Bank of America upped their price objective on shares of ASML from $2,268.00 to $2,345.00 and gave the stock a “buy” rating in a report on Monday, June 22nd. Morningstar cut shares of ASML to a “sell” rating in a research report on Wednesday, May 27th. The Goldman Sachs Group reissued a “buy” rating on shares of ASML in a research report on Thursday, June 11th. Finally, Barclays restated an “overweight” rating on shares of ASML in a research note on Thursday. Four research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,970.33.
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ASML Stock Performance
ASML (NASDAQ:ASML – Get Free Report) last issued its quarterly earnings data on Monday, March 30th. The semiconductor company reported $8.28 earnings per share (EPS) for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%.The firm had revenue of $10.15 billion during the quarter. Equities analysts anticipate that ASML will post 40.32 earnings per share for the current year.
Institutional Investors Weigh In On ASML
Hedge funds have recently added to or reduced their stakes in the business. Cornerstone Financial Management LLC acquired a new stake in shares of ASML in the fourth quarter valued at $26,000. Binnacle Investments Inc increased its holdings in ASML by 78.9% during the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 15 shares during the period. Resources Management Corp CT ADV increased its holdings in ASML by 1,150.0% during the 4th quarter. Resources Management Corp CT ADV now owns 25 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 23 shares during the period. North Star Investment Management Corp. raised its position in ASML by 68.8% in the 4th quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company’s stock valued at $29,000 after purchasing an additional 11 shares in the last quarter. Finally, Jessup Wealth Management Inc acquired a new stake in ASML in the 4th quarter valued at about $30,000. 26.07% of the stock is currently owned by institutional investors and hedge funds.
ASML News Roundup
Here are the key news stories impacting ASML this week:
- Positive Sentiment: ASML reported a Q2 earnings beat, with revenue and margins helped by stronger Installed Base Management sales and lithography shipments, and management raised its 2026 outlook again as AI-driven chip demand remains robust.
- Positive Sentiment: Several Wall Street firms turned more bullish, including JPMorgan raising its price target to $2,400 and other notes lifting fair value estimates on expectations for fuller EUV order books, stronger AI infrastructure demand, and better long-term shipment and margin assumptions.
- Positive Sentiment: ASML’s High-NA EUV momentum and broader industry tailwinds are reinforcing its role as a key AI enabler, with analysts pointing to strong unit demand, capacity expansion, and improving pricing power as support for multi-year growth.
- Neutral Sentiment: ASML announced a quarterly dividend of $2.1507 per share, with the ex-dividend date set for July 28 and payment due August 5; this is a shareholder-return update rather than a major operating catalyst.
- Negative Sentiment: Some investors remain cautious because valuation is already rich, and analysts note that forward estimates may be constrained by slower sales growth, even as the company benefits from AI demand.
- Negative Sentiment: Geopolitical risk is still a headwind, with China now expected to contribute about 20% of 2026 revenue and U.S.-China export restrictions creating uncertainty around future chipmaking equipment sales.
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.
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