ASML’s (ASML) “Buy” Rating Reiterated at Berenberg Bank

Berenberg Bank reiterated their buy rating on shares of ASML (NASDAQ:ASML) in a report published on Friday morning,MarketScreener reports.

Several other equities analysts also recently issued reports on the stock. Morgan Stanley reaffirmed an “overweight” rating on shares of ASML in a research note on Friday, January 16th. Santander downgraded ASML from a “neutral” rating to an “underperform” rating in a report on Thursday. Mizuho upgraded ASML from a “neutral” rating to an “outperform” rating in a research report on Monday, September 29th. HSBC reissued a “buy” rating on shares of ASML in a research note on Friday, October 17th. Finally, Rothschild Redb raised ASML from a “hold” rating to a “strong-buy” rating in a research note on Friday, November 7th. Three analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, ASML presently has a consensus rating of “Moderate Buy” and an average price target of $1,407.00.

ASML Stock Performance

ASML stock opened at $1,389.04 on Friday. The business has a 50 day moving average of $1,135.52 and a 200-day moving average of $963.97. The company has a market capitalization of $546.28 billion, a P/E ratio of 56.53, a P/E/G ratio of 1.87 and a beta of 1.86. ASML has a 1 year low of $578.51 and a 1 year high of $1,398.80. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.31 and a quick ratio of 0.70.

Institutional Trading of ASML

Several large investors have recently modified their holdings of the stock. Capital International Investors grew its holdings in 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 purchasing an additional 577,448 shares during the period. Arrowstreet Capital Limited Partnership bought a new stake in shares of ASML during the third quarter valued at approximately $505,510,000. Regents of The University of California acquired a new position in shares of ASML during the third quarter worth approximately $413,335,000. WCM Investment Management LLC lifted its holdings in shares of ASML by 24.9% in the 3rd quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock worth $1,861,445,000 after purchasing an additional 385,502 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in shares of ASML by 75.6% in the 3rd quarter. Alliancebernstein L.P. now owns 790,869 shares of the semiconductor company’s stock worth $765,632,000 after purchasing an additional 340,518 shares in the last quarter. Institutional investors and hedge funds own 26.07% of the company’s stock.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Dholera semiconductor park in India is expected to deploy ASML lithography tools, signaling potential new long‑term order flow and market expansion in a priority semiconductor jurisdiction. This is a direct commercial growth catalyst if export approvals and supply arrangements proceed. Dholera Semiconductor Plant to Employ ASML Lithographic Tools for Advanced Chip Production Dholera Semiconductor Plant To Use ASML Equipment For Chip Production: Vaishnaw India’s Semiconductor Leap: ASML’s Role in Dholera’s Chip Manufacturing
• Positive Sentiment: Major brokerages (Berenberg, JPMorgan, UBS) have recently reaffirmed buy ratings on ASML, supporting demand-side sentiment and signalling continued analyst conviction in ASML’s structural position in lithography markets. These ratings can sustain investor interest despite recent rallies. ASML receives a buy rating from Berenberg ASML buy rating from JP Morgan UBS Group Reaffirms Buy Rating for ASML
• Neutral Sentiment: Industry writeups highlight ASML’s dominant position in high‑end lithography and its long runway (including high‑NA EUV), which underpins long‑term demand but may already be priced in after a strong rally—meaning limited near‑term upside in some analyst forecasts. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Neutral Sentiment: Short‑term market commentary notes recent outperformance and reiterates that analyst ratings drive intraday flows — useful for trading context but not a standalone fundamental catalyst. ASML Outperforms Broader Market Is It Worth Investing in ASML Based on Wall Street’s Bullish Views?
• Negative Sentiment: Analyst downgrades and valuation concerns: Grupo Santander cut ASML to “underperform,” and a Seeking Alpha Q4 preview downgraded its recommendation citing stretched multiples after a large rally; high forward P/E and limited near‑term upside raise downside risk if growth disappoints. Grupo Santander Downgrades ASML Holding to Underperform ASML Q4 Preview: AI Momentum Beats Rich Valuation (Rating Downgrade)
• Negative Sentiment: Local operational/PR issue: neighbors in Wilton are opposing a rezoning request tied to ASML’s property for emergency access, a small reputational/operational drag that could slow some facility work or require community concessions. ‘An open door’: Wilton neighbors wary of ASML’s plan to rezone home for emergency access

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.