ASML (NASDAQ:ASML) Rating Increased to Outperform at Mizuho

Mizuho upgraded shares of ASML (NASDAQ:ASML) from a neutral rating to an outperform rating in a report released on Monday, Marketbeat Ratings reports.

Several other brokerages have also recently issued reports on ASML. Erste Group Bank raised shares of ASML from a “hold” rating to a “buy” rating in a research note on Monday, September 22nd. Morgan Stanley raised shares of ASML from an “equal weight” rating to an “overweight” rating in a research note on Monday, September 22nd. Wells Fargo & Company upped their price target on shares of ASML from $840.00 to $890.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 8th. Jefferies Financial Group cut shares of ASML from a “buy” rating to a “hold” rating in a research note on Thursday, June 26th. Finally, New Street Research raised shares of ASML from a “neutral” rating to a “buy” rating in a research note on Thursday, July 24th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $923.80.

ASML Stock Performance

Shares of ASML opened at $962.61 on Monday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.81 and a current ratio of 1.43. The stock has a market capitalization of $378.71 billion, a P/E ratio of 40.18, a P/E/G ratio of 1.61 and a beta of 1.80. The company’s fifty day moving average is $782.64 and its two-hundred day moving average is $745.59. ASML has a 1 year low of $578.51 and a 1 year high of $977.48.

ASML (NASDAQ:ASML) last announced its quarterly earnings data on Wednesday, July 16th. The semiconductor company reported $4.55 earnings per share (EPS) for the quarter, missing the consensus estimate of $5.94 by ($1.39). The firm had revenue of $8.94 billion during the quarter, compared to analyst estimates of $8.72 billion. ASML had a net margin of 26.95% and a return on equity of 49.47%. The business’s quarterly revenue was up 23.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.01 earnings per share. ASML has set its FY 2025 guidance at EPS. Q3 2025 guidance at EPS. On average, sell-side analysts predict that ASML will post 25.17 earnings per share for the current year.

ASML Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 6th. Investors of record on Tuesday, July 29th were given a $1.856 dividend. The ex-dividend date was Tuesday, July 29th. This represents a $7.42 annualized dividend and a dividend yield of 0.8%. This is a boost from ASML’s previous quarterly dividend of $1.64. ASML’s payout ratio is presently 26.21%.

Institutional Investors Weigh In On ASML

Several institutional investors and hedge funds have recently made changes to their positions in ASML. T. Rowe Price Investment Management Inc. purchased a new stake in shares of ASML in the 1st quarter worth about $360,262,000. Invesco Ltd. boosted its position in shares of ASML by 101.0% in the 1st quarter. Invesco Ltd. now owns 731,271 shares of the semiconductor company’s stock worth $484,562,000 after buying an additional 367,505 shares in the last quarter. Amundi boosted its position in shares of ASML by 91.6% in the 1st quarter. Amundi now owns 642,498 shares of the semiconductor company’s stock worth $403,215,000 after buying an additional 307,214 shares in the last quarter. First Manhattan CO. LLC. boosted its position in shares of ASML by 61.0% in the 1st quarter. First Manhattan CO. LLC. now owns 708,062 shares of the semiconductor company’s stock worth $469,183,000 after buying an additional 268,172 shares in the last quarter. Finally, Fisher Asset Management LLC boosted its position in shares of ASML by 6.3% in the 2nd quarter. Fisher Asset Management LLC now owns 4,244,254 shares of the semiconductor company’s stock worth $3,401,304,000 after buying an additional 250,934 shares in the last quarter. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

About ASML

ASML Holding N.V. develops, produces, markets, sells, and services advanced semiconductor equipment systems for chipmakers. It offers advanced semiconductor equipment systems, including lithography, metrology, and inspection systems. The company also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography solutions to manufacture various range of semiconductor nodes and technologies.