ASML (NASDAQ:ASML) Stock Price Up 3.6% – What’s Next?

ASML Holding N.V. (NASDAQ:ASML)’s share price traded up 3.6% on Tuesday. The company traded as high as $1,841.77 and last traded at $1,834.39. 1,645,433 shares changed hands during trading, a decline of 7% from the average daily volume of 1,766,787 shares. The stock had previously closed at $1,771.41.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Dominant AI semiconductor position: ASML remains the only supplier of extreme ultraviolet (EUV) lithography systems used to manufacture the most advanced chips. Its technology is therefore critical to AI accelerators and the broader semiconductor capital-spending cycle. ASML vs. SK Hynix: Which Tech Stock Is a Better Buy in 2026?
• Positive Sentiment: Analyst support and buybacks: UBS reiterated a Buy rating ahead of third-quarter results, helping drive recent gains, while continued share repurchases provide an additional source of shareholder support. ASML Stock Rises 3% on UBS Buy Reiteration Ahead of Q3 Earnings Does ASML Share Buybacks Mask Rising Geopolitical Risk?
• Positive Sentiment: Potential earnings catalyst: ASML is among the technology stocks being monitored for a possible earnings beat, and upcoming results could benefit from strong demand for advanced semiconductor manufacturing equipment. These 2 Computer and Technology Stocks Could Beat Earnings
• Neutral Sentiment: Expectations are elevated: Market commentary says ASML and Taiwan Semiconductor Manufacturing Co. earnings may test investor expectations. The company’s long-term AI opportunity is strong, but orders must translate into recognized system revenue. ASML, TSM Earnings Could Test Market Expectations ASML Stock Surges as AI Rebound Returns to Lithography
• Neutral Sentiment: Jefferies reaffirmed a Neutral rating, suggesting the stock’s substantial AI-related gains and premium valuation may already reflect much of the expected growth. What to Know Beyond Why ASML Is a Trending Stock
• Negative Sentiment: Geopolitical and China risks: ASML’s CEO has warned that tighter U.S. export restrictions on China could encourage the development of competing domestic technologies, potentially limiting sales and weakening the value of its current monopoly over time. Does ASML Share Buybacks Mask Rising Geopolitical Risk?

Analysts Set New Price Targets

Several equities research analysts recently weighed in on ASML shares. Jefferies Financial Group restated a “neutral” rating on shares of ASML in a research report on Wednesday. Royal Bank Of Canada upped their target price on shares of ASML from $1,700.00 to $2,000.00 and gave the company an “outperform” rating in a research report on Tuesday, July 14th. Barclays reiterated an “overweight” rating on shares of ASML in a research report on Thursday, July 16th. Wells Fargo & Company upped their price objective on ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Finally, Citigroup reiterated a “buy” rating on shares of ASML in a report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, ASML presently has a consensus rating of “Moderate Buy” and an average target price of $1,970.33.

ASML Stock Performance

The company has a current ratio of 1.33, a quick ratio of 0.80 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $710.38 billion, a PE ratio of 56.21, a PEG ratio of 0.93 and a beta of 1.79. The firm’s 50-day simple moving average is $1,718.43 and its 200-day simple moving average is $1,638.78.

ASML (NASDAQ:ASML) last posted its quarterly earnings results on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. The firm had revenue of $10.62 billion during the quarter. On average, research analysts predict that ASML Holding N.V. will post 44.01 earnings per share for the current year.

ASML Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Tuesday, July 28th were given a $2.1507 dividend. This represents a $8.60 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Tuesday, July 28th. This is a negative change from ASML’s previous quarterly dividend of $3.1771. ASML’s dividend payout ratio is presently 22.62%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of ASML. Marathon Mission Inc. increased its holdings in shares of ASML by 3.5% during the third quarter. Marathon Mission Inc. now owns 599 shares of the semiconductor company’s stock valued at $1,085,000 after acquiring an additional 20 shares in the last quarter. QRG Capital Management Inc. boosted its stake in ASML by 12.5% in the 2nd quarter. QRG Capital Management Inc. now owns 26,167 shares of the semiconductor company’s stock worth $52,057,000 after purchasing an additional 2,913 shares in the last quarter. Envestnet Portfolio Solutions Inc. grew its position in ASML by 18.1% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 4,337 shares of the semiconductor company’s stock worth $8,628,000 after purchasing an additional 665 shares during the last quarter. Envestnet Asset Management Inc. grew its position in ASML by 6.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 440,721 shares of the semiconductor company’s stock worth $876,783,000 after purchasing an additional 27,021 shares during the last quarter. Finally, State Street Corp increased its stake in ASML by 4.4% during the 2nd quarter. State Street Corp now owns 85,872 shares of the semiconductor company’s stock valued at $170,851,000 after purchasing an additional 3,632 shares in the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.

ASML Company Profile

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures advanced lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment projects patterns onto silicon wafers, enabling the creation of increasingly smaller and more powerful semiconductor features.

ASML’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems, and related metrology and inspection solutions.