ASML (NASDAQ:ASML) Receives “Buy” Rating from Sanford C. Bernstein

Sanford C. Bernstein reaffirmed their buy rating on shares of ASML (NASDAQ:ASML) in a research report sent to investors on Wednesday morning,MarketScreener reports.

Other equities analysts also recently issued research reports about the stock. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of ASML in a research note on Wednesday. Barclays raised ASML from an “equal weight” rating to an “overweight” rating in a research report on Monday, January 26th. Cantor Fitzgerald reiterated an “overweight” rating on shares of ASML in a report on Tuesday, December 16th. Wells Fargo & Company upped their price target on ASML from $1,450.00 to $1,650.00 and gave the company an “overweight” rating in a report on Thursday, January 29th. Finally, Jefferies Financial Group reiterated a “neutral” rating on shares of ASML in a research note on Wednesday, January 28th. Three research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, ASML presently has a consensus rating of “Moderate Buy” and an average target price of $1,475.00.

ASML Stock Up 1.9%

Shares of ASML stock opened at $1,526.51 on Wednesday. The company has a quick ratio of 0.79, a current ratio of 1.26 and a debt-to-equity ratio of 0.14. ASML has a 52-week low of $578.51 and a 52-week high of $1,547.22. The company has a market capitalization of $600.35 billion, a P/E ratio of 59.12, a P/E/G ratio of 1.70 and a beta of 1.89. The company has a 50 day moving average of $1,305.80 and a 200 day moving average of $1,074.85.

ASML Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Monday, April 27th will be issued a $3.1771 dividend. The ex-dividend date of this dividend is Monday, April 27th. This is an increase from ASML’s previous quarterly dividend of $1.88. This represents a $12.71 annualized dividend and a dividend yield of 0.8%. ASML’s dividend payout ratio is currently 25.10%.

Hedge Funds Weigh In On ASML

A number of institutional investors have recently modified their holdings of the business. Capstone Wealth Management Group LLC increased its stake in ASML by 5.2% in the first quarter. Capstone Wealth Management Group LLC now owns 2,511 shares of the semiconductor company’s stock valued at $1,664,000 after purchasing an additional 124 shares during the period. AQR Capital Management LLC increased its position in ASML by 141.1% in the 1st quarter. AQR Capital Management LLC now owns 6,871 shares of the semiconductor company’s stock valued at $4,553,000 after acquiring an additional 4,021 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in ASML by 153.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 17,210 shares of the semiconductor company’s stock valued at $11,404,000 after acquiring an additional 10,411 shares during the last quarter. Sivia Capital Partners LLC lifted its position in ASML by 1.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,168 shares of the semiconductor company’s stock worth $936,000 after acquiring an additional 15 shares during the period. Finally, Brighton Jones LLC grew its stake in shares of ASML by 14.2% in the 2nd quarter. Brighton Jones LLC now owns 771 shares of the semiconductor company’s stock valued at $618,000 after purchasing an additional 96 shares during the last quarter. 26.07% of the stock is owned by institutional investors and hedge funds.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML explicitly shifted its outlook in the 2025 annual report to call AI the main long‑term driver of demand — a firmer, more bullish tone than last year that supports higher equipment demand expectations. ASML sees AI demand as long-term growth driver
• Positive Sentiment: Analysts at Deutsche Bank and Sanford C. Bernstein reaffirmed “buy” ratings, providing broker support that can lift investor sentiment and flow. MarketScreener: Deutsche Bank reaffirms buy MarketScreener: Bernstein keeps buy
• Positive Sentiment: ASML’s system sales rose double digits in 2025 and the company reports a robust backlog tied to AI-driven logic and memory demand — fundamental revenue upside. Zacks: Systems sales grow in double digits
• Positive Sentiment: Technology roadmap progress: ASML is developing 1000W EUV light sources to raise throughput (targeting ~330 wafers/hr by 2030), which would materially boost future production capacity and long‑term revenue potential. Electronics Weekly: 1000W light source
• Positive Sentiment: Short interest fell ~17.7% to ~997.7k shares (as of Feb. 13), lowering a near‑term source of downward pressure and suggesting less aggressive bearish positioning. No external link
• Neutral Sentiment: Broker/coverage pieces and “invest in ASML” roundup articles are highlighting ASML — these can attract flows but are not new fundamentals. Yahoo: Brokers suggest investing
• Neutral Sentiment: New leveraged single‑stock ETFs tied to ASML could increase trading volume and volatility (more short‑term liquidity, not a direct fundamental change). Yahoo: Direxion 2X ETFs
• Negative Sentiment: Comparative research notes (e.g., Lam Research vs ASML) argue Lam may offer stronger near‑term growth and a more attractive valuation, highlighting competitive and valuation risks that could cap further upside. Zacks: LRCX vs ASML

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.