UBS Group Reiterates “Buy” Rating for ASML (NASDAQ:ASML)

ASML (NASDAQ:ASML)‘s stock had its “buy” rating restated by analysts at UBS Group in a research report issued on Wednesday,MarketScreener reports.

ASML has been the subject of several other research reports. Citigroup restated a “buy” rating on shares of ASML in a research report on Tuesday, January 20th. Morgan Stanley restated an “overweight” rating on shares of ASML in a research report on Friday, January 16th. Barclays restated a “buy” rating on shares of ASML in a research report on Wednesday, April 1st. Cantor Fitzgerald restated an “overweight” rating on shares of ASML in a research report on Tuesday, December 16th. Finally, Weiss Ratings raised shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 26th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,504.38.

ASML Stock Down 4.8%

Shares of NASDAQ:ASML opened at $1,410.83 on Wednesday. The company has a market capitalization of $554.85 billion, a PE ratio of 50.60, a P/E/G ratio of 1.59 and a beta of 1.88. 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 twelve month low of $614.06 and a twelve month high of $1,547.22. The firm has a 50 day simple moving average of $1,397.22 and a 200-day simple moving average of $1,215.86.

Hedge Funds Weigh In On ASML

A number of institutional investors have recently modified their holdings of the business. Waystone Advisors LLC acquired a new position in shares of ASML in the 1st quarter valued at $254,000. Evolve Private Wealth LLC increased its holdings in shares of ASML by 9.8% in the 1st quarter. Evolve Private Wealth LLC now owns 2,216 shares of the semiconductor company’s stock valued at $2,927,000 after acquiring an additional 197 shares during the period. Meadowbrook Advisors Group LLC increased its stake in ASML by 3.4% in the 1st quarter. Meadowbrook Advisors Group LLC now owns 240 shares of the semiconductor company’s stock valued at $317,000 after buying an additional 8 shares during the period. Center For Asset Management LLC increased its stake in ASML by 8.7% in the 1st quarter. Center For Asset Management LLC now owns 301 shares of the semiconductor company’s stock valued at $398,000 after buying an additional 24 shares during the period. Finally, Sky Investment Group LLC increased its stake in ASML by 2.3% in the 1st quarter. Sky Investment Group LLC now owns 393 shares of the semiconductor company’s stock valued at $519,000 after buying an additional 9 shares during the period. 26.07% of the stock is owned by institutional investors and hedge funds.

More ASML News

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.

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.