JPMorgan Chase & Co. Reiterates Buy Rating for ASML (NASDAQ:ASML)

ASML (NASDAQ:ASML)‘s stock had its “buy” rating restated by stock analysts at JPMorgan Chase & Co. in a research note issued to investors on Tuesday,MarketScreener reports.

ASML has been the topic of a number of other reports. Cantor Fitzgerald reissued an “overweight” rating on shares of ASML in a report on Tuesday, December 16th. Wells Fargo & Company lifted their price objective on shares of ASML from $1,450.00 to $1,650.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Grupo Santander cut shares of ASML to an “underperform” rating in a research note on Thursday, January 22nd. Jefferies Financial Group reissued a “neutral” rating on shares of ASML in a research report on Wednesday, January 28th. Finally, Berenberg Bank restated a “buy” rating on shares of ASML in a research note on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,482.50.

ASML Stock Up 2.9%

Shares of NASDAQ:ASML opened at $1,359.76 on Tuesday. ASML has a 1 year low of $578.51 and a 1 year high of $1,547.22. The company has a market capitalization of $534.77 billion, a PE ratio of 52.66, a price-to-earnings-growth ratio of 1.28 and a beta of 1.88. The business has a fifty day moving average price of $1,396.73 and a two-hundred day moving average price of $1,180.61. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.79.

Hedge Funds Weigh In On ASML

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Fisher Asset Management LLC boosted its holdings in ASML by 3.0% in the 4th quarter. Fisher Asset Management LLC now owns 4,484,949 shares of the semiconductor company’s stock worth $4,798,268,000 after buying an additional 132,353 shares during the period. Capital International Investors lifted its position in shares of ASML by 17.3% during the third quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock worth $3,791,982,000 after acquiring an additional 577,448 shares in the last quarter. Van ECK Associates Corp lifted its position in shares of ASML by 16.6% during the third quarter. Van ECK Associates Corp now owns 2,148,506 shares of the semiconductor company’s stock worth $2,079,948,000 after acquiring an additional 305,435 shares in the last quarter. WCM Investment Management LLC boosted its holdings in shares of ASML by 24.9% in the third quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock worth $1,861,445,000 after acquiring an additional 385,502 shares during the period. Finally, Bank of America Corp DE grew its position in shares of ASML by 8.3% in the third quarter. Bank of America Corp DE now owns 1,865,254 shares of the semiconductor company’s stock valued at $1,805,733,000 after purchasing an additional 142,763 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Semiconductor rally and AI/EUV demand — Market breadth and a stronger AI narrative lifted equipment names; a major memory customer disclosed a multi-year EUV purchase plan, supporting expectations for higher EUV shipments and backlog conversion into revenue. ASML shares climb
• Positive Sentiment: Broker support — Barclays reaffirmed its “Buy” rating, maintaining institutional endorsement that helps underpin investor confidence. Barclays keeps its buy rating
• Positive Sentiment: JPMorgan reaffirmation — JPMorgan also reaffirmed a “Buy” rating recently, reinforcing the buy-side narrative ahead of quarterly results. JPMorgan reaffirms buy
• Positive Sentiment: Strategic AI ecosystem move — ASML joined funding for European AI data-center infrastructure (Nvidia-powered) to back large-scale AI workloads, signaling the company is supporting broader AI supply-chain growth beyond equipment sales. ASML backs European AI data centers
• Neutral Sentiment: Upcoming earnings — ASML reports Q1 2026 on April 15 (pre-market); traders may be positioning ahead of commentary on EUV shipment timing, High-NA progress and backlog conversion. Q1 earnings date
• Neutral Sentiment: Analyst price targets & institutional flows — Recent analyst targets remain generally bullish (median target ~$1,518 per recent data) and hedge-fund moves are mixed; these create support but also set expectations that could amplify reactions to earnings. Analyst ratings and flows
• Neutral Sentiment: Valuation narrative — Commentary calling ASML a near-monopoly in leading-edge lithography creates a buy-the-dip sentiment for some investors; this is a longer-term thesis rather than an immediate catalyst. Monopoly thesis
• Negative Sentiment: Legal overhang — Investors advanced a suit alleging disclosures about semiconductor parts outlook were inadequate; litigation could create uncertainty and headline risk ahead of results. Investor suit advances

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.