Sanford C. Bernstein Reaffirms “Buy” Rating for ASML (NASDAQ:ASML)

ASML (NASDAQ:ASML)‘s stock had its “buy” rating reiterated by stock analysts at Sanford C. Bernstein in a research report issued on Friday,MarketScreener reports.

A number of other research analysts have also weighed in on the company. Bank of America lifted their target price on ASML from $1,092.00 to $1,331.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Morgan Stanley reiterated an “overweight” rating on shares of ASML in a research note on Friday. Mizuho raised shares of ASML from a “neutral” rating to an “outperform” rating in a report on Monday, September 29th. Cantor Fitzgerald reissued an “overweight” rating on shares of ASML in a research note on Tuesday, December 16th. Finally, Bank Degroof cut shares of ASML to a “hold” rating in a research report on Friday, October 10th. 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’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,392.75.

ASML Stock Up 2.0%

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

ASML (NASDAQ:ASML) last announced its quarterly earnings data on Wednesday, October 15th. The semiconductor company reported $6.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.27 by $0.14. The business had revenue of $8.80 billion for the quarter, compared to analysts’ expectations of $8.99 billion. ASML had a return on equity of 47.74% and a net margin of 27.08%.The firm’s quarterly revenue was up .7% compared to the same quarter last year. During the same period in the previous year, the business posted $5.28 EPS. On average, equities research analysts anticipate that ASML will post 25.17 EPS for the current year.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Tower Wealth Partners Inc. purchased a new stake in shares of ASML during the fourth quarter worth about $215,000. Heck Capital Advisors LLC raised its position in ASML by 14.8% during the 4th quarter. Heck Capital Advisors LLC now owns 535 shares of the semiconductor company’s stock valued at $572,000 after purchasing an additional 69 shares during the last quarter. BridgePort Financial Solutions LLC lifted its holdings in ASML by 8.5% in the 4th quarter. BridgePort Financial Solutions LLC now owns 255 shares of the semiconductor company’s stock worth $273,000 after buying an additional 20 shares during the period. Values Added Financial LLC grew its position in shares of ASML by 2.1% in the 4th quarter. Values Added Financial LLC now owns 778 shares of the semiconductor company’s stock worth $832,000 after buying an additional 16 shares during the last quarter. Finally, Beaumont Financial Advisors LLC increased its stake in shares of ASML by 2.7% during the fourth quarter. Beaumont Financial Advisors LLC now owns 616 shares of the semiconductor company’s stock valued at $659,000 after buying an additional 16 shares during the period. Hedge funds and other institutional investors own 26.07% of the company’s stock.

Trending Headlines about ASML

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

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.