ASML (NASDAQ:ASML) Given Buy Rating at Sanford C. Bernstein

Sanford C. Bernstein reiterated their buy rating on shares of ASML (NASDAQ:ASML) in a report released on Friday,MarketScreener reports.

Other equities analysts also recently issued research reports about the stock. Rothschild Redb upgraded shares of ASML from a “hold” rating to a “strong-buy” rating in a research note on Friday, November 7th. Jefferies Financial Group reaffirmed a “neutral” rating on shares of ASML in a research note on Tuesday. DZ Bank reissued a “neutral” rating on shares of ASML in a research note on Wednesday, October 15th. Cantor Fitzgerald reissued an “overweight” rating on shares of ASML in a research report on Tuesday, December 16th. Finally, UBS Group restated a “buy” rating on shares of ASML in a report on Monday, January 12th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, ASML has a consensus rating of “Moderate Buy” and an average target price of $1,392.75.

ASML Stock Performance

ASML stock opened at $1,358.57 on Friday. ASML has a fifty-two week low of $578.51 and a fifty-two week high of $1,375.37. The stock has a market cap of $534.30 billion, a P/E ratio of 55.29, a price-to-earnings-growth ratio of 1.97 and a beta of 1.86. The firm’s fifty day moving average price is $1,101.45 and its 200-day moving average price is $941.75. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.70 and a current ratio of 1.31.

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

Hedge Funds Weigh In On ASML

Hedge funds have recently made changes to their positions in the stock. Capstone Wealth Management Group LLC increased its stake in shares of ASML by 5.2% during the first quarter. Capstone Wealth Management Group LLC now owns 2,511 shares of the semiconductor company’s stock valued at $1,664,000 after buying an additional 124 shares during the period. AQR Capital Management LLC grew its holdings in shares of ASML by 141.1% during the 1st quarter. AQR Capital Management LLC now owns 6,871 shares of the semiconductor company’s stock valued at $4,553,000 after acquiring an additional 4,021 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in ASML by 153.1% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 17,210 shares of the semiconductor company’s stock valued at $11,404,000 after buying an additional 10,411 shares during the last quarter. Sivia Capital Partners LLC grew its position in ASML by 1.3% in the second quarter. Sivia Capital Partners LLC now owns 1,168 shares of the semiconductor company’s stock valued at $936,000 after purchasing an additional 15 shares in the last quarter. Finally, Focus Financial Network Inc. increased its stake in shares of ASML by 10.5% in the 2nd quarter. Focus Financial Network Inc. now owns 750 shares of the semiconductor company’s stock valued at $601,000 after purchasing an additional 71 shares during the last quarter. 26.07% of the stock is currently owned by institutional investors.

ASML News Summary

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

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.