ASML’s (ASML) “Buy” Rating Reiterated at UBS Group

UBS Group restated their buy rating on shares of ASML (NASDAQ:ASML) in a research note published on Thursday morning,MarketScreener reports.

ASML has been the topic of several other reports. Berenberg Bank reaffirmed a “buy” rating on shares of ASML in a research report on Friday, January 23rd. KGI Securities set a $1,415.00 price target on ASML and gave the stock an “outperform” rating in a research note on Thursday, January 15th. Morgan Stanley reiterated an “overweight” rating on shares of ASML in a research report on Friday, January 16th. DZ Bank reissued a “neutral” rating on shares of ASML in a research note on Wednesday, October 15th. Finally, Barclays raised shares of ASML from an “equal weight” rating to an “overweight” rating in a report on Monday, January 26th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,475.00.

ASML Trading Down 2.2%

NASDAQ:ASML opened at $1,423.00 on Thursday. The firm has a market capitalization of $559.64 billion, a P/E ratio of 55.11, a P/E/G ratio of 1.75 and a beta of 1.86. The company has a fifty day moving average of $1,178.68 and a 200 day moving average of $984.75. The company has a quick ratio of 0.70, 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 $1,493.47.

ASML Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 5th. Stockholders of record on Monday, April 27th will be paid a dividend of $3.1771 per share. This is a boost from ASML’s previous quarterly dividend of $1.88. This represents a $12.71 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, April 27th. ASML’s payout ratio is presently 24.55%.

Hedge Funds Weigh In On ASML

Hedge funds and other institutional investors have recently modified their holdings of the business. Family Capital Management Inc. boosted its position in ASML by 0.8% during the 4th quarter. Family Capital Management Inc. now owns 919 shares of the semiconductor company’s stock valued at $983,000 after acquiring an additional 7 shares in the last quarter. Sky Investment Group LLC grew its position in ASML by 2.1% during the 4th quarter. Sky Investment Group LLC now owns 384 shares of the semiconductor company’s stock worth $411,000 after purchasing an additional 8 shares during the period. BOS Asset Management LLC raised its position in ASML by 2.4% during the fourth quarter. BOS Asset Management LLC now owns 377 shares of the semiconductor company’s stock valued at $403,000 after acquiring an additional 9 shares in the last quarter. Foster Victor Wealth Advisors LLC boosted its holdings in ASML by 1.2% during the fourth quarter. Foster Victor Wealth Advisors LLC now owns 765 shares of the semiconductor company’s stock worth $818,000 after buying an additional 9 shares in the last quarter. Finally, HBK Sorce Advisory LLC boosted its position in ASML by 1.0% during the third quarter. HBK Sorce Advisory LLC now owns 1,057 shares of the semiconductor company’s stock worth $1,067,000 after purchasing an additional 10 shares in the last quarter. 26.07% of the stock is currently owned by institutional investors.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Company raised 2026 guidance, reported record net bookings and a backlog that covers more than a year; management announced a dividend hike and a €12B+ share buyback plan — bolsters revenue visibility and cash-return story. Read More.
• Positive Sentiment: The Goldman Sachs Group initiated/issued a buy rating, signaling institutional conviction that demand for lithography (EUV/DUV) will persist. Read More.
• Positive Sentiment: Wells Fargo raised its price target to $1,650 and moved to overweight, reflecting upside potential from AI/memory-driven equipment demand. Read More.
• Positive Sentiment: Bernstein flagged robust China-related DUV demand and remained constructive on growth prospects tied to AI and memory capex cycles. Read More.
• Neutral Sentiment: ASML posted its Q4 results and published the earnings presentation — provides detail on bookings, backlog, margins and High-NA rollout that investors will parse for execution risk. Read More.
• Neutral Sentiment: Commentary pieces note excellent long-term monopoly in EUV but caution that outstanding results can still trigger short-term profit-taking given the stock’s rapid run-up. Read More.
• Negative Sentiment: Q4 EPS missed expectations despite revenue growth; Services weakness and higher costs weighed on profitability — a clear near-term headwind for sentiment. Read More.
• Negative Sentiment: Reporters and analysts flagged capacity constraints and whether ASML can fulfill record orders; those execution doubts contributed to intraday weakness. Read More.
• Negative Sentiment: Analyst caution/downgrade pieces and investor questions on the outlook have amplified volatility after the stock doubled from prior levels — underscores valuation risk. Read More.
• Negative Sentiment: ASML announced ~1,700 job cuts following record FY results — signals cost-structure adjustments but can be taken negatively by investors focused on execution/stability. 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.