Sanford C. Bernstein Reaffirms Buy Rating for ASML (NASDAQ:ASML)

ASML (NASDAQ:ASML)‘s stock had its “buy” rating restated by research analysts at Sanford C. Bernstein in a research report issued to clients and investors on Thursday,MarketScreener reports.

Other equities analysts have also issued research reports about the company. The Goldman Sachs Group restated a “buy” rating on shares of ASML in a research note on Wednesday, April 15th. Jefferies Financial Group restated a “neutral” rating on shares of ASML in a research note on Wednesday, April 8th. Grupo Santander lowered ASML to an “underperform” rating in a research note on Thursday, January 22nd. Freedom Capital upgraded ASML from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 16th. Finally, JPMorgan Chase & Co. restated a “buy” rating on shares of ASML in a research note on Monday, April 13th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,504.38.

ASML Stock Performance

NASDAQ:ASML opened at $1,457.70 on Thursday. The stock has a 50 day simple moving average of $1,401.41 and a 200 day simple moving average of $1,234.44. ASML has a 1-year low of $651.46 and a 1-year high of $1,547.22. The company has a current ratio of 1.36, a quick ratio of 0.78 and a debt-to-equity ratio of 0.13. The stock has a market cap of $573.28 billion, a P/E ratio of 52.28, a PEG ratio of 1.44 and a beta of 1.88.

Hedge Funds Weigh In On ASML

Several hedge funds and other institutional investors have recently modified their holdings of ASML. Arrowstreet Capital Limited Partnership increased its stake in shares of ASML by 195.8% in the 4th 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 during the last quarter. Capital International Investors increased its stake in shares of ASML by 17.3% in the 3rd 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 during the last quarter. Regents of The University of California bought a new position in shares of ASML in the 3rd quarter valued at $413,335,000. WCM Investment Management LLC increased its stake in shares of ASML by 24.9% in 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, Alliancebernstein L.P. increased its stake in shares of ASML by 75.6% in the 3rd 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 during the last quarter. Institutional investors own 26.07% of the company’s stock.

Trending Headlines about ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Multiple brokerages reaffirmed or raised conviction — UBS and Sanford C. Bernstein kept “buy” calls this week, and several analysts have raised price targets after a strong Q1, supporting investor confidence in ASML’s long-term demand. ASML Gets a Buy Rating From Bernstein
• Positive Sentiment: Shareholder-approved dividend, capital measures and board updates at the 2026 AGM reduce governance uncertainty and return capital to investors — a constructive signal for medium-term holders. ASML Shareholders Approve 2025 Dividend, Capital Measures and Board Changes at 2026 AGM
• Positive Sentiment: Broader bullish narratives on AI and semicap exposure keep ASML in favor — outlets are highlighting ASML as a top AI-related idea that could push market capitalization much higher. That thematic demand supports premium valuation multiples. ASML: One of the Stocks That Could Break Trillion Dollar Ceiling
• Neutral Sentiment: Industry demand commentary (eg. DRAM/AI-driven memory tightness) is supportive for the semiconductor equipment cycle generally, which indirectly benefits ASML but doesn’t guarantee immediate order acceleration for its highest-end tools. ‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity
• Negative Sentiment: TSMC said it will delay adoption of ASML’s next‑gen high‑NA EUV tools until 2029, undercutting near-term demand for ASML’s highest-margin, top-end systems and prompting market value loss. This is the primary immediate negative catalyst. TSMC delays ASML high-NA EUV adoption to 2029
• Negative Sentiment: Press coverage highlights a substantial market-cap hit after TSMC’s stance (WSJ coverage noted nearly $17B lost in value), underlining how dependent ASML’s near-term sentiment is on orders from a handful of big customers. ASML Loses Nearly $17 Billion of Value as TSMC Shuns Top-End Machines
• Negative Sentiment: Regulatory risk: an analysis argues the MATCH Act (export-control style measures) could materially hit ASML revenue if access to certain markets or tech is restricted — a longer‑term legislative/regulatory downside investors should monitor. The MATCH Act Could Blow a Hole in ASML’s Revenue. Here’s What Investors Need to Know.

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.