ASML’s (ASML) Buy Rating Reaffirmed at UBS Group

UBS Group reissued their buy rating on shares of ASML (NASDAQ:ASML) in a research note published on Tuesday,MarketScreener reports.

Several other equities research analysts have also recently weighed in on the company. Susquehanna restated a “positive” rating on shares of ASML in a report on Monday, January 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of ASML in a research note on Wednesday, December 10th. Barclays reissued a “neutral” rating on shares of ASML in a research report on Wednesday, January 14th. Bank Degroof lowered shares of ASML to a “hold” rating in a report on Friday, October 10th. Finally, New Street Research reaffirmed a “neutral” rating on shares of ASML in a research note on Monday, October 6th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $1,392.75.

ASML Price Performance

Shares of NASDAQ:ASML opened at $1,326.07 on Tuesday. The company has a quick ratio of 0.70, a current ratio of 1.31 and a debt-to-equity ratio of 0.14. The stock has a market cap of $521.52 billion, a PE ratio of 53.97, a PEG ratio of 1.88 and a beta of 1.86. The company’s fifty day moving average is $1,113.92 and its 200 day moving average is $951.54. ASML has a 52 week low of $578.51 and a 52 week high of $1,375.37.

Hedge Funds Weigh In On ASML

A number of institutional investors have recently bought and sold shares of ASML. Fisher Asset Management LLC grew its holdings in shares of ASML by 2.6% during the 3rd quarter. Fisher Asset Management LLC now owns 4,352,596 shares of the semiconductor company’s stock worth $4,213,705,000 after acquiring an additional 108,342 shares during the period. Capital International Investors boosted its position in shares of ASML by 17.3% during the third quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock valued at $3,791,982,000 after purchasing an additional 577,448 shares in the last quarter. Van ECK Associates Corp grew its stake in ASML by 16.6% in the third quarter. Van ECK Associates Corp now owns 2,148,506 shares of the semiconductor company’s stock worth $2,079,948,000 after purchasing an additional 305,435 shares during the period. WCM Investment Management LLC raised its holdings in ASML by 24.9% in the third quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock worth $1,861,445,000 after purchasing an additional 385,502 shares in the last quarter. Finally, Bank of America Corp DE raised its holdings in ASML by 8.3% in the third quarter. Bank of America Corp DE now owns 1,865,254 shares of the semiconductor company’s stock worth $1,805,733,000 after purchasing an additional 142,763 shares in the last quarter. 26.07% of the stock is owned by institutional investors.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: TSMC raised AI-focused capital expenditure plans, which implies higher demand for ASML’s advanced EUV lithography systems as fabs scale AI chips. ASML Holding (ENXTAM:ASML) Is Up 7.4% After TSMC Unveils Higher AI-Focused Capex Plans
• Positive Sentiment: UBS reaffirmed a “buy” rating on ASML, giving the stock continued sell-side support that can bolster investor confidence amid volatility. ASML receives a buy rating from UBS
• Positive Sentiment: Sanford C. Bernstein reiterated a buy rating, adding another institutional endorsement that may limit downside from short-term headlines. ASML’s (ASML) Buy Rating Reiterated at Sanford C. Bernstein
• Positive Sentiment: Analysts and commentators remain bullish — one note projects ASML could reach $1,500 amid surging AI demand and fab expansions, which supports upside sentiment among momentum investors. ASML Stock Can Hit $1,500, According to Pro
• Positive Sentiment: A Zacks piece lists ASML among technology stocks likely to beat Q4 earnings expectations, which could provide an earnings-driven catalyst if results surprise to the upside. 4 Top-Ranked Technology Stocks Set to Beat Q4 Earnings Expectations
• Positive Sentiment: Vietnam is seeking cooperation with ASML to develop its semiconductor industry — a sign of geographic market expansion and potential long-term order flow. Vietnam seeks cooperation with ASML to develop semiconductor industry
• Neutral Sentiment: Comparative analysis vs. Applied Materials highlights ASML’s EUV-focused positioning versus AMAT’s tool breadth; useful for investors deciding between equipment-exposure profiles but not an immediate price driver. AMAT vs. ASML: Which Semiconductor Equipment Stock is a Better Buy?
• Neutral Sentiment: Inclusion of ASML in ESG-focused semiconductor ETFs keeps the stock on the radar of ESG flows, a modest structural demand factor but secondary to industry capex and geopolitics. Xtrackers Semiconductor Select Equity ETF (CHPS) mention
• Negative Sentiment: Renewed trade-war and tariff rhetoric (U.S. threats) rattled investors and has pressured ASML shares because ASML is a key EU exporter to the U.S., increasing near-term policy risk. ASML Stock: Trump Tariff Threats Send Shares Down 3% Monday
• Negative Sentiment: Barron’s coverage highlights market sensitivity to trade-war worries and shows chip exporters, including ASML, are vulnerable to export-control or tariff actions. ASML Stock Drops Due to Trade War Worries
• Negative Sentiment: A Dutch think tank urged blocking U.S.-EU market access and restricting ASML exports, a policy recommendation that, if it gained traction, would materially raise geopolitical and regulatory risk for ASML’s supply chain and sales. Block U.S. from EU markets, restrict ASML exports, Dutch think tank urges

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.