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

UBS Group reiterated their buy rating on shares of ASML (NASDAQ:ASML) in a report issued on Tuesday morning,MarketScreener reports.

ASML has been the subject of several other research reports. Susquehanna reissued a “positive” rating on shares of ASML in a research note on Monday, January 12th. Weiss Ratings raised ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, February 26th. Grupo Santander cut ASML to an “underperform” rating in a research note on Thursday, January 22nd. Berenberg Bank reissued a “buy” rating on shares of ASML in a research note on Friday, January 23rd. Finally, Santander cut ASML from a “neutral” rating to an “underperform” rating in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,482.50.

ASML Trading Up 0.2%

Shares of ASML stock opened at $1,306.45 on Tuesday. The stock has a market cap of $513.80 billion, a price-to-earnings ratio of 50.60, a PEG ratio of 1.27 and a beta of 1.88. The stock has a 50-day moving average of $1,388.59 and a 200-day moving average of $1,194.33. The company has a current ratio of 1.26, a quick ratio of 0.79 and a debt-to-equity ratio of 0.14. ASML has a 1-year low of $582.89 and a 1-year high of $1,547.22.

ASML Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be given a $3.1771 dividend. This is an increase from ASML’s previous quarterly dividend of $1.88. This represents a $12.71 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Monday, April 27th. ASML’s dividend payout ratio (DPR) is 25.10%.

Hedge Funds Weigh In On ASML

Several hedge funds have recently made changes to their positions in ASML. Arrowstreet Capital Limited Partnership grew its position in shares of ASML by 195.8% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,544,705 shares of the semiconductor company’s stock valued at $1,652,618,000 after purchasing an additional 1,022,532 shares in the last quarter. Capital International Investors grew its position in shares of ASML by 17.3% in 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. Regents of The University of California purchased a new position in shares of ASML in the third quarter valued at $413,335,000. WCM Investment Management LLC grew its position in shares of ASML by 24.9% in the third 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 in the last quarter. Finally, Alliancebernstein L.P. grew its position in shares of ASML by 75.6% in the third quarter. Alliancebernstein L.P. now owns 790,869 shares of the semiconductor company’s stock valued at $765,632,000 after purchasing an additional 340,518 shares in the last quarter. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Installed-base (service & upgrades) momentum — ASML’s Installed Base Management (IBM) sales rose ~26% in 2025 to €8.2B, highlighting a growing, high-margin recurring revenue stream that supports earnings even if new tool sales slow. ASML’s Installed Base Business Gains Traction
• Positive Sentiment: Share repurchases continuing — ASML reported recent daily buyback transactions under its program, signaling capital return and support for the share price. ASML reports transactions under its current share buyback program
• Positive Sentiment: Strong order backdrop from major customers — South Korean chipmakers (SK Hynix, Samsung) are locking in capacity and placing multi‑billion euro orders, which supports ASML’s near‑term tool demand and revenue visibility. ASML Faces China Export Curbs As Korean Chipmakers Lock In Capacity
• Neutral Sentiment: Analyst stance and valuation — UBS reaffirmed a “buy” rating on ASML, providing analyst support, while coverage notes the stock’s premium valuation after strong YTD gains driven by AI demand; this is supportive but tempers near‑term upside expectations. ASML: UBS keeps its buy rating
• Negative Sentiment: U.S. legislative risk — Bipartisan proposals (the MATCH Act and related measures) would broaden export controls to include DUV tools and potentially servicing to major Chinese chipmakers. If adopted and enforced by the Netherlands, the measures could materially reduce ASML’s China revenue and shave double‑digit percentages off sales in some scenarios. ASML Slides as U.S. Targets China Sales
• Negative Sentiment: Market reaction and headlines — Multiple outlets report share weakness and analyst caution after the export‑control proposals; headline risk could keep volatility elevated until the bill’s details and potential Dutch/NL response are clearer. ASML shares fall on US Congress plan to further restrict China exports

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.