ASML (NASDAQ:ASML) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

ASML (NASDAQ:ASML) had its target price upped by equities research analysts at JPMorgan Chase & Co. from $2,200.00 to $2,400.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the semiconductor company’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential upside of 37.33% from the stock’s previous close.

Other research analysts also recently issued reports about the stock. Berenberg Bank restated a “buy” rating on shares of ASML in a research report on Friday, May 8th. UBS Group reaffirmed a “buy” rating on shares of ASML in a research report on Wednesday, July 1st. Zacks Research lowered shares of ASML from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 3rd. DZ Bank reissued a “neutral” rating on shares of ASML in a report on Wednesday, April 15th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of ASML in a research note on Thursday, June 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,970.33.

ASML Price Performance

Shares of NASDAQ ASML opened at $1,747.58 on Thursday. The company has a current ratio of 1.33, a quick ratio of 0.78 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $687.29 billion, a price-to-earnings ratio of 54.37, a price-to-earnings-growth ratio of 1.09 and a beta of 1.78. ASML has a twelve month low of $683.48 and a twelve month high of $1,999.96. The business has a 50 day simple moving average of $1,731.99 and a 200-day simple moving average of $1,500.42.

ASML (NASDAQ:ASML) last announced its quarterly earnings data on Monday, March 30th. The semiconductor company reported $8.28 earnings per share (EPS) for the quarter. The firm had revenue of $10.15 billion for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%. As a group, equities research analysts expect that ASML will post 36.6 earnings per share for the current year.

Institutional Investors Weigh In On ASML

Several institutional investors have recently bought and sold shares of ASML. Fisher Asset Management LLC boosted its holdings 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 valued at $4,798,268,000 after acquiring an additional 132,353 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in ASML by 6.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,641,565 shares of the semiconductor company’s stock worth $2,168,227,000 after purchasing an additional 96,860 shares in the last quarter. Bank of America Corp DE lifted its position in ASML by 1.2% in the first quarter. Bank of America Corp DE now owns 1,560,256 shares of the semiconductor company’s stock worth $2,060,833,000 after purchasing an additional 19,051 shares during the period. Price T Rowe Associates Inc. MD lifted its position in ASML by 14.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,526,411 shares of the semiconductor company’s stock worth $1,633,046,000 after purchasing an additional 193,068 shares during the period. Finally, Dimensional Fund Advisors LP boosted its stake in ASML by 1.8% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,033,583 shares of the semiconductor company’s stock valued at $1,364,963,000 after purchasing an additional 18,768 shares in the last quarter. Institutional investors and hedge funds own 26.07% of the company’s stock.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML reported a Q2 earnings beat, with revenue and margins helped by stronger Installed Base Management sales and lithography shipments, and management raised its 2026 outlook again as AI-driven chip demand remains robust.
• Positive Sentiment: Several Wall Street firms turned more bullish, including JPMorgan raising its price target to $2,400 and other notes lifting fair value estimates on expectations for fuller EUV order books, stronger AI infrastructure demand, and better long-term shipment and margin assumptions.
• Positive Sentiment: ASML’s High-NA EUV momentum and broader industry tailwinds are reinforcing its role as a key AI enabler, with analysts pointing to strong unit demand, capacity expansion, and improving pricing power as support for multi-year growth.
• Neutral Sentiment: ASML announced a quarterly dividend of $2.1507 per share, with the ex-dividend date set for July 28 and payment due August 5; this is a shareholder-return update rather than a major operating catalyst.
• Negative Sentiment: Some investors remain cautious because valuation is already rich, and analysts note that forward estimates may be constrained by slower sales growth, even as the company benefits from AI demand.
• Negative Sentiment: Geopolitical risk is still a headwind, with China now expected to contribute about 20% of 2026 revenue and U.S.-China export restrictions creating uncertainty around future chipmaking equipment sales.

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.