Bfsg LLC Grows Stock Holdings in ASML Holding N.V. $ASML

Bfsg LLC lifted its position in ASML Holding N.V. (NASDAQ:ASML) by 13.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,853 shares of the semiconductor company’s stock after purchasing an additional 449 shares during the quarter. Bfsg LLC’s holdings in ASML were worth $3,730,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Manning & Napier Advisors LLC bought a new position in ASML during the third quarter valued at approximately $25,000. City Holding Co. purchased a new stake in shares of ASML in the 3rd quarter valued at $26,000. Princeton Global Asset Management LLC grew its holdings in shares of ASML by 153.8% during the 2nd quarter. Princeton Global Asset Management LLC now owns 33 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 20 shares during the last quarter. Binnacle Investments Inc raised its position in ASML by 78.9% in the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 15 shares during the period. Finally, Pin Oak Investment Advisors Inc. bought a new stake in ASML in the second quarter worth $30,000. 26.07% of the stock is owned by hedge funds and other institutional investors.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: TSMC’s $52–$56B 2026 capex guidance creates near‑term, essentially guaranteed equipment orders for suppliers like ASML — the MarketBeat piece outlines why ASML (sole supplier of EUV) should benefit from that spending surge. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Major outlets and analysts are pricing in the tailwind: CNBC notes ASML hit record highs after TSMC’s earnings and says ASML is uniquely positioned as the only supplier of machines needed for cutting‑edge AI chips. ASML hits record high on AI boost — and analysts see plenty of room to run
• Positive Sentiment: Technical roadmap: Zacks reports ASML is pushing High‑NA EUV into production, a manufacturing leap that supports sub‑2nm logic and DRAM — adoption would sustain multi‑year EUV demand. ASML Pushes High-NA EUV Forward
• Positive Sentiment: Analyst and bank coverage is supportive: Royal Bank of Canada started coverage with an “outperform” and $1,550 target, and JPMorgan‑referencing coverage forecasts strong price appreciation — both reinforce bullish sentiment. RBC coverage (read more) JPMorgan forecast
• Positive Sentiment: Industry analyses emphasize TSMC’s spending is a bigger win for ASML than peers because EUV machines are non‑substitutable and required for advanced nodes — investing.com explains the asymmetric benefit to ASML’s orderbook. Why TSMC’s capex upgrade is a bigger win for ASML than peers?
• Positive Sentiment: Competitive moat reminder: Digitimes reports ASML’s CEO saying China’s EUV capability lags by many generations — a reminder that ASML’s EUV monopoly and technological lead limit near‑term competitive risk. ASML CEO claims China’s EUV lags
• Neutral Sentiment: Some broker actions are mixed: UBS reaffirmed its buy, while Jefferies and Barclays reiterated neutral ratings — these keep sentiment constructive but show not all firms are upgrading aggressively. UBS buy reaffirmed Jefferies neutral

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on ASML shares. Sanford C. Bernstein reaffirmed a “buy” rating on shares of ASML in a research note on Friday. Bank Degroof cut ASML to a “hold” rating in a report on Friday, October 10th. JPMorgan Chase & Co. lifted their price target on ASML from $1,275.00 to $1,518.00 and gave the stock an “overweight” rating in a research note on Wednesday. The Goldman Sachs Group reiterated a “buy” rating on shares of ASML in a research report on Friday, October 10th. Finally, DZ Bank restated a “neutral” rating on shares of ASML in a report on Wednesday, October 15th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, ASML has an average rating of “Moderate Buy” and a consensus price target of $1,392.75.

ASML Price Performance

Shares of NASDAQ ASML opened at $1,358.57 on Friday. ASML Holding N.V. has a 1 year low of $578.51 and a 1 year high of $1,375.37. The stock has a market capitalization of $534.30 billion, a P/E ratio of 55.29, a P/E/G ratio of 2.01 and a beta of 1.86. The company’s 50-day moving average is $1,101.45 and its 200 day moving average is $942.81. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.31 and a quick ratio of 0.70.

ASML (NASDAQ:ASML) last issued its quarterly earnings data on Wednesday, October 15th. The semiconductor company reported $6.41 EPS for the quarter, topping the consensus estimate of $6.27 by $0.14. ASML had a net margin of 27.08% and a return on equity of 47.74%. The business had revenue of $8.80 billion during the quarter, compared to analyst estimates of $8.99 billion. During the same period last year, the business posted $5.28 earnings per share. ASML’s quarterly revenue was up .7% compared to the same quarter last year. On average, sell-side analysts expect that ASML Holding N.V. will post 25.17 earnings per share for the current year.

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.