1,288 Shares in ASML Holding N.V. $ASML Acquired by Davidson Kahn Capital Management LLC

Davidson Kahn Capital Management LLC acquired a new position in shares of ASML Holding N.V. (NASDAQ:ASML) during the 3rd quarter, HoldingsChannel.com reports. The firm acquired 1,288 shares of the semiconductor company’s stock, valued at approximately $1,247,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Manning & Napier Advisors LLC bought a new position in ASML in the third quarter valued at about $25,000. Princeton Global Asset Management LLC lifted its position in ASML by 153.8% during the 2nd quarter. Princeton Global Asset Management LLC now owns 33 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 20 shares during the period. City Holding Co. acquired a new position in ASML during the 3rd quarter valued at about $26,000. Binnacle Investments Inc boosted its stake in shares of ASML by 78.9% in the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 15 shares during the last quarter. Finally, Pin Oak Investment Advisors Inc. acquired a new stake in shares of ASML during the 2nd quarter worth approximately $30,000. 26.07% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have recently commented on ASML shares. Santander cut ASML from a “neutral” rating to an “underperform” rating in a research note on Thursday. Jefferies Financial Group reaffirmed a “neutral” rating on shares of ASML in a research note on Tuesday, January 13th. Barclays reissued a “neutral” rating on shares of ASML in a research report on Wednesday, January 14th. Sanford C. Bernstein upped their price objective on shares of ASML from $1,528.00 to $1,642.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Bank of America upped their price target on shares of ASML from $1,092.00 to $1,331.00 and gave the company a “buy” rating in a report on Wednesday, December 3rd. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,407.00.

ASML Trading Down 0.4%

ASML stock opened at $1,389.04 on Friday. The company has a market cap of $546.28 billion, a price-to-earnings ratio of 56.53, a P/E/G ratio of 1.90 and a beta of 1.86. The firm has a 50-day moving average of $1,135.52 and a 200-day moving average of $961.65. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.31 and a quick ratio of 0.70. ASML Holding N.V. has a one year low of $578.51 and a one year high of $1,398.80.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Dholera semiconductor park in India is expected to deploy ASML lithography tools, signaling potential new long‑term order flow and market expansion in a priority semiconductor jurisdiction. This is a direct commercial growth catalyst if export approvals and supply arrangements proceed. Dholera Semiconductor Plant to Employ ASML Lithographic Tools for Advanced Chip Production Dholera Semiconductor Plant To Use ASML Equipment For Chip Production: Vaishnaw India’s Semiconductor Leap: ASML’s Role in Dholera’s Chip Manufacturing
• Positive Sentiment: Major brokerages (Berenberg, JPMorgan, UBS) have recently reaffirmed buy ratings on ASML, supporting demand-side sentiment and signalling continued analyst conviction in ASML’s structural position in lithography markets. These ratings can sustain investor interest despite recent rallies. ASML receives a buy rating from Berenberg ASML buy rating from JP Morgan UBS Group Reaffirms Buy Rating for ASML
• Neutral Sentiment: Industry writeups highlight ASML’s dominant position in high‑end lithography and its long runway (including high‑NA EUV), which underpins long‑term demand but may already be priced in after a strong rally—meaning limited near‑term upside in some analyst forecasts. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Neutral Sentiment: Short‑term market commentary notes recent outperformance and reiterates that analyst ratings drive intraday flows — useful for trading context but not a standalone fundamental catalyst. ASML Outperforms Broader Market Is It Worth Investing in ASML Based on Wall Street’s Bullish Views?
• Negative Sentiment: Analyst downgrades and valuation concerns: Grupo Santander cut ASML to “underperform,” and a Seeking Alpha Q4 preview downgraded its recommendation citing stretched multiples after a large rally; high forward P/E and limited near‑term upside raise downside risk if growth disappoints. Grupo Santander Downgrades ASML Holding to Underperform ASML Q4 Preview: AI Momentum Beats Rich Valuation (Rating Downgrade)
• Negative Sentiment: Local operational/PR issue: neighbors in Wilton are opposing a rezoning request tied to ASML’s property for emergency access, a small reputational/operational drag that could slow some facility work or require community concessions. ‘An open door’: Wilton neighbors wary of ASML’s plan to rezone home for emergency access

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.