The Goldman Sachs Group Reaffirms Buy Rating for ASML (NASDAQ:ASML)

ASML (NASDAQ:ASML)‘s stock had its “buy” rating reaffirmed by research analysts at The Goldman Sachs Group in a research report issued to clients and investors on Wednesday,MarketScreener reports.

ASML has been the topic of several other research reports. Zacks Research cut shares of ASML from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 3rd. Barclays reiterated a “buy” rating on shares of ASML in a research report on Wednesday. TD Cowen reiterated a “buy” rating on shares of ASML in a research report on Wednesday, January 28th. Weiss Ratings upgraded shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, February 26th. Finally, KGI Securities set a $1,415.00 price objective on shares of ASML and gave the stock an “outperform” rating in a research note on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, ASML presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,504.38.

ASML Price Performance

Shares of NASDAQ ASML opened at $1,410.83 on Wednesday. ASML has a 1 year low of $614.06 and a 1 year high of $1,547.22. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.79. The company’s 50-day moving average is $1,397.22 and its 200 day moving average is $1,215.86. The stock has a market capitalization of $554.85 billion, a P/E ratio of 50.60, a P/E/G ratio of 1.59 and a beta of 1.88.

Institutional Investors Weigh In On ASML

Several hedge funds have recently bought and sold shares of ASML. Fisher Asset Management LLC lifted its stake in shares of ASML by 3.0% in the fourth quarter. Fisher Asset Management LLC now owns 4,484,949 shares of the semiconductor company’s stock worth $4,798,268,000 after buying an additional 132,353 shares in the last quarter. Capital International Investors lifted its stake 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 worth $3,791,982,000 after buying an additional 577,448 shares in the last quarter. Van ECK Associates Corp lifted its stake in shares of 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 buying an additional 305,435 shares in the last quarter. WCM Investment Management LLC lifted its stake 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 worth $1,861,445,000 after buying an additional 385,502 shares in the last quarter. Finally, Bank of America Corp DE lifted its stake in shares of 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 buying an additional 142,763 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Q1 beat and higher 2026 sales outlook — ASML reported stronger-than-expected Q1 results (EPS and sales beats) and raised its 2026 revenue guidance to €36–€40B, underpinning the long‑term AI-driven demand thesis. Read More.
• Positive Sentiment: AI / EUV demand remains very strong — Analysts (RBC and others) say EUV demand is outpacing supply, supporting upside into 2027 as hyperscalers and memory/logic customers keep spending. Read More.
• Positive Sentiment: Capacity and product plans — ASML signalled capacity expansion (raising low‑NA EUV capacity targets to at least ~80 systems in 2027) and is prioritizing supply execution rather than opportunistic pricing. Read More.
• Neutral Sentiment: Wall‑of‑support from analysts — Multiple banks reaffirmed buy/neutral ratings after the results (Goldman, Barclays, UBS, Deutsche Bank), implying consensus remains constructive even as near‑term noise plays out. Read More.
• Negative Sentiment: Softer Q2 / margin guidance and QoQ system cadence — Management guided to a lower Q2 gross‑margin range (implying sequential margin pressure) and fewer system shipments in Q2 versus Q4, which trimmed near‑term expectations. Read More.
• Negative Sentiment: Export‑control impact on China sales and visibility — New export restrictions have already reduced China revenue, and ASML flagged guidance ranges that account for policy risk, increasing uncertainty for some investors. Read More.
• Negative Sentiment: Less transparency: bookings disclosure change — ASML’s decision to stop publishing quarterly bookings reduces short‑term demand visibility, which likely contributed to cautious investor reaction (“sell the news”). Read More.

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.