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

UBS Group reaffirmed their buy rating on shares of ASML (NASDAQ:ASML) in a research report released on Thursday morning,MarketScreener reports.

Several other equities research analysts have also recently commented on ASML. Bank Degroof cut shares of ASML to a “hold” rating in a research report on Friday, October 10th. Cantor Fitzgerald restated an “overweight” rating on shares of ASML in a report on Tuesday, December 16th. TD Cowen reiterated a “buy” rating on shares of ASML in a report on Wednesday. Hsbc Global Res upgraded ASML to a “strong-buy” rating in a research note on Monday, October 6th. Finally, Zacks Research cut ASML from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,475.00.

ASML Price Performance

ASML opened at $1,455.16 on Thursday. The stock’s 50 day moving average price is $1,169.55 and its 200-day moving average price is $979.35. ASML has a 52-week low of $578.51 and a 52-week high of $1,493.47. The stock has a market capitalization of $572.29 billion, a PE ratio of 56.36, a price-to-earnings-growth ratio of 1.93 and a beta of 1.86. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.70 and a current ratio of 1.31.

ASML Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 5th. Investors of record on Monday, April 27th will be given a dividend of $3.1771 per share. This is a boost from ASML’s previous quarterly dividend of $1.88. The ex-dividend date of this dividend is Monday, April 27th. This represents a $12.71 dividend on an annualized basis and a yield of 0.9%. ASML’s dividend payout ratio is 25.80%.

Hedge Funds Weigh In On ASML

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

More ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Record bookings and raised outlook — ASML reported Q4 net bookings of about €13.2B and raised 2026 sales guidance, driven by AI- and memory-related demand, which underpins future revenue visibility. ASML Q4 bookings beat expectations
• Positive Sentiment: Capital returns and payout lift — Management authorized a large share buyback program (≈€12B through 2028) and increased the dividend, signaling confidence in cash generation and returning capital to shareholders. ASML upgrade: buyback and dividend
• Positive Sentiment: Analyst support and price-target raises — Multiple brokers reaffirmed buy/top‑pick stances and some raised targets (example: Wells Fargo raised its PT), adding momentum to the rally. Analyst price target moves BofA top pick
• Neutral Sentiment: Solid top‑line and record annual profit — FY2025 sales and net income were at record levels (€32.7B revenue, €9.6B net income), supporting the longer‑term AI narrative even as near‑term dynamics vary. ASML FY2025 results
• Negative Sentiment: Q4 EPS missed consensus — While revenue rose ~4.9% y/y, EPS missed expectations as services and costs weighed, giving traders a reason to trim positions after the rally. Q4 earnings miss
• Negative Sentiment: Workforce cuts and execution questions — ASML announced ~1,700 job cuts to simplify operations; investors are also probing whether capacity can keep pace with record orders, a source of short‑term execution risk. Job cuts announced
• Negative Sentiment: Valuation and “priced for perfection” concerns — Commentaries and some analyst downgrades warn the stock trades at a high multiple (forward P/E around mid‑40s), so further upside now depends on very strong cash‑flow and execution. Valuation concerns and downgrade Reuters analysis on stretched expectations

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.