ASML (NASDAQ:ASML) Upgraded by Wall Street Zen to “Buy” Rating

ASML (NASDAQ:ASML) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued on Saturday.

A number of other analysts have also recently commented on the stock. Weiss Ratings cut shares of ASML from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, May 26th. Citigroup reiterated a “buy” rating on shares of ASML in a research note on Friday. Wells Fargo & Company boosted their target price on shares of ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a report on Thursday. Argus set a $2,100.00 target price on ASML in a research report on Thursday. Finally, Berenberg Bank reaffirmed a “buy” rating on shares of ASML in a report on Friday, May 8th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, ASML currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,970.33.

ASML Trading Down 2.1%

Shares of ASML stock opened at $1,747.58 on Friday. ASML has a 52-week low of $683.48 and a 52-week high of $1,999.96. The stock’s 50-day simple moving average is $1,731.99 and its 200 day simple moving average is $1,500.42. The stock has a market capitalization of $687.29 billion, a P/E ratio of 54.37, a P/E/G ratio of 1.09 and a beta of 1.78. The company has a debt-to-equity ratio of 0.09, a quick ratio of 0.78 and a current ratio of 1.33.

ASML (NASDAQ:ASML) last issued its earnings results on Monday, March 30th. The semiconductor company reported $8.28 earnings per share for the quarter. The firm had revenue of $10.15 billion during the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. As a group, research analysts anticipate that ASML will post 36.6 EPS for the current year.

Institutional Trading of ASML

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Baron Wealth Management LLC lifted its holdings in shares of ASML by 1.8% in the 2nd quarter. Baron Wealth Management LLC now owns 333 shares of the semiconductor company’s stock worth $662,000 after acquiring an additional 6 shares during the last quarter. Whitener Capital Management Inc. grew its stake in shares of ASML by 2.8% during the second quarter. Whitener Capital Management Inc. now owns 218 shares of the semiconductor company’s stock valued at $434,000 after buying an additional 6 shares during the last quarter. Family Capital Management Inc. grew its stake in shares of ASML by 0.8% during the fourth quarter. Family Capital Management Inc. now owns 919 shares of the semiconductor company’s stock valued at $983,000 after buying an additional 7 shares during the last quarter. 44 Wealth Management LLC increased its holdings in shares of ASML by 1.1% in the fourth quarter. 44 Wealth Management LLC now owns 657 shares of the semiconductor company’s stock worth $703,000 after buying an additional 7 shares during the period. Finally, Evolution Wealth Management Inc. increased its holdings in shares of ASML by 22.6% in the first quarter. Evolution Wealth Management Inc. now owns 38 shares of the semiconductor company’s stock worth $50,000 after buying an additional 7 shares during the period. Institutional investors own 26.07% of the company’s stock.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML reported a Q2 earnings beat, with revenue and margins helped by stronger Installed Base Management sales and lithography shipments, and management raised its 2026 outlook again as AI-driven chip demand remains robust.
• Positive Sentiment: Several Wall Street firms turned more bullish, including JPMorgan raising its price target to $2,400 and other notes lifting fair value estimates on expectations for fuller EUV order books, stronger AI infrastructure demand, and better long-term shipment and margin assumptions.
• Positive Sentiment: ASML’s High-NA EUV momentum and broader industry tailwinds are reinforcing its role as a key AI enabler, with analysts pointing to strong unit demand, capacity expansion, and improving pricing power as support for multi-year growth.
• Neutral Sentiment: ASML announced a quarterly dividend of $2.1507 per share, with the ex-dividend date set for July 28 and payment due August 5; this is a shareholder-return update rather than a major operating catalyst.
• Negative Sentiment: Some investors remain cautious because valuation is already rich, and analysts note that forward estimates may be constrained by slower sales growth, even as the company benefits from AI demand.
• Negative Sentiment: Geopolitical risk is still a headwind, with China now expected to contribute about 20% of 2026 revenue and U.S.-China export restrictions creating uncertainty around future chipmaking equipment sales.

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.