UBS Group Reaffirms Buy Rating for ASML (NASDAQ:ASML)

ASML (NASDAQ:ASML)‘s stock had its “buy” rating reissued by analysts at UBS Group in a research note issued on Thursday,MarketScreener reports.

Other equities analysts have also recently issued research reports about the stock. Wells Fargo & Company increased their price target on shares of ASML from $1,140.00 to $1,450.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Susquehanna reaffirmed a “positive” rating on shares of ASML in a report on Monday, January 12th. Redburn Partners set a $1,200.00 target price on ASML in a research report on Friday, November 7th. Morgan Stanley reiterated an “overweight” rating on shares of ASML in a report on Friday, January 16th. Finally, Hsbc Global Res upgraded ASML to a “strong-buy” rating in a research note on Monday, October 6th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, ASML has a consensus rating of “Moderate Buy” and an average price target of $1,475.00.

ASML Stock Down 2.2%

Shares of NASDAQ:ASML opened at $1,423.00 on Thursday. ASML has a 12-month low of $578.51 and a 12-month high of $1,493.47. The company has a current ratio of 1.26, a quick ratio of 0.70 and a debt-to-equity ratio of 0.14. The firm has a market cap of $559.64 billion, a PE ratio of 55.11, a price-to-earnings-growth ratio of 1.75 and a beta of 1.86. The company has a fifty day simple moving average of $1,178.68 and a 200 day simple moving average of $983.63.

Institutional Investors Weigh In On ASML

Large investors have recently made changes to their positions in the company. Capital International Investors grew its holdings in ASML by 17.3% in the 3rd quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock worth $3,791,982,000 after buying an additional 577,448 shares in the last quarter. Arrowstreet Capital Limited Partnership acquired a new position in ASML during the 3rd quarter worth $505,510,000. Regents of The University of California bought a new position in shares of ASML in the third quarter worth $413,335,000. WCM Investment Management LLC increased its holdings in shares of ASML by 24.9% during the third quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock valued at $1,861,445,000 after purchasing an additional 385,502 shares during the period. Finally, Alliancebernstein L.P. raised its stake in shares of ASML by 75.6% during the third quarter. Alliancebernstein L.P. now owns 790,869 shares of the semiconductor company’s stock valued at $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 Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Company raised 2026 guidance, reported record net bookings and a backlog that covers more than a year; management announced a dividend hike and a €12B+ share buyback plan — bolsters revenue visibility and cash-return story. Read More.
• Positive Sentiment: The Goldman Sachs Group initiated/issued a buy rating, signaling institutional conviction that demand for lithography (EUV/DUV) will persist. Read More.
• Positive Sentiment: Wells Fargo raised its price target to $1,650 and moved to overweight, reflecting upside potential from AI/memory-driven equipment demand. Read More.
• Positive Sentiment: Bernstein flagged robust China-related DUV demand and remained constructive on growth prospects tied to AI and memory capex cycles. Read More.
• Neutral Sentiment: ASML posted its Q4 results and published the earnings presentation — provides detail on bookings, backlog, margins and High-NA rollout that investors will parse for execution risk. Read More.
• Neutral Sentiment: Commentary pieces note excellent long-term monopoly in EUV but caution that outstanding results can still trigger short-term profit-taking given the stock’s rapid run-up. Read More.
• Negative Sentiment: Q4 EPS missed expectations despite revenue growth; Services weakness and higher costs weighed on profitability — a clear near-term headwind for sentiment. Read More.
• Negative Sentiment: Reporters and analysts flagged capacity constraints and whether ASML can fulfill record orders; those execution doubts contributed to intraday weakness. Read More.
• Negative Sentiment: Analyst caution/downgrade pieces and investor questions on the outlook have amplified volatility after the stock doubled from prior levels — underscores valuation risk. Read More.
• Negative Sentiment: ASML announced ~1,700 job cuts following record FY results — signals cost-structure adjustments but can be taken negatively by investors focused on execution/stability. Read More.

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.