ASML (NASDAQ:ASML) Trading Up 2% – Time to Buy?

ASML Holding N.V. (NASDAQ:ASML)’s share price rose 2% during mid-day trading on Friday . The stock traded as high as $1,375.37 and last traded at $1,358.57. Approximately 2,359,296 shares changed hands during trading, an increase of 13% from the average daily volume of 2,084,266 shares. The stock had previously closed at $1,331.60.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: TSMC’s $52–$56B 2026 capex commitment is a direct demand driver for ASML’s lithography machines — equipment orders to build 2nm/AI capacity favor ASML as the sole EUV supplier. Why TSMC’s capex upgrade is a bigger win for ASML than peers?
• Positive Sentiment: ASML hit fresh record highs after TSMC’s upbeat results and guidance reinforced the AI demand narrative; traders are rotating into semiconductor equipment names. ASML hits record high on AI boost — and analysts see plenty of room to run
• Positive Sentiment: ASML’s technology roadmap advanced: High‑NA EUV is moving toward fabrication, which could displace older multi‑patterning steps and cement ASML’s role for sub‑2nm logic and DRAM — boosting long‑term revenue potential. ASML Pushes High-NA EUV Forward: How Big is the Manufacturing Leap?
• Positive Sentiment: Analyst momentum is supportive: upgrades and bullish notes (RBC moderate‑buy mention, JPMorgan positive outlook, UBS reaffirmed buy) are helping sentiment and flows into the shares. JPMorgan Chase & Co. Forecasts Strong Price Appreciation for ASML
• Neutral Sentiment: Court of opinion isn’t unanimous — Jefferies and Barclays have kept neutral ratings, so not all analysts see immediate upside despite the industry tailwinds. ASML Jefferies reiterates its neutral rating ASML gets a neutral rating from Barclays
• Neutral Sentiment: Market cap milestones and media coverage (ASML passing $500B+) amplify attention but don’t change fundamentals overnight. ASML tops $500 billion market cap as TSMC results ignite semis rally
• Negative Sentiment: Risks: valuation and near‑term expectations are stretched (high P/E), and ASML’s most recent quarter slightly missed revenue consensus even as EPS beat — leaving the stock sensitive to execution or order‑book updates.

Analysts Set New Price Targets

Several brokerages have recently weighed in on ASML. The Goldman Sachs Group reiterated a “buy” rating on shares of ASML in a research note on Friday, October 10th. UBS Group reaffirmed a “buy” rating on shares of ASML in a research note on Monday. Sanford C. Bernstein upgraded ASML from a “hold” rating to a “buy” rating in a research note on Monday, January 5th. KGI Securities set a $1,415.00 price target on ASML and gave the stock an “outperform” rating in a research note on Thursday. Finally, HSBC reaffirmed a “buy” rating on shares of ASML in a report on Friday, October 17th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,392.75.

ASML Stock Up 2.0%

The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.70 and a current ratio of 1.31. The firm has a market capitalization of $534.30 billion, a price-to-earnings ratio of 55.29, a PEG ratio of 1.87 and a beta of 1.86. The firm has a fifty day moving average price of $1,094.62 and a 200 day moving average price of $937.89.

ASML (NASDAQ:ASML) last released its quarterly earnings data on Wednesday, October 15th. The semiconductor company reported $6.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.27 by $0.14. ASML had a return on equity of 47.74% and a net margin of 27.08%.The firm had revenue of $8.80 billion during the quarter, compared to analysts’ expectations of $8.99 billion. During the same quarter in the prior year, the business posted $5.28 earnings per share. ASML’s revenue was up .7% compared to the same quarter last year. As a group, sell-side analysts expect that ASML Holding N.V. will post 25.17 EPS for the current fiscal year.

Institutional Trading of ASML

Several hedge funds and other institutional investors have recently made changes to their positions in ASML. Tower Wealth Partners Inc. purchased a new stake in ASML during the fourth quarter worth about $215,000. Heck Capital Advisors LLC increased its holdings in ASML by 14.8% in the fourth quarter. Heck Capital Advisors LLC now owns 535 shares of the semiconductor company’s stock valued at $572,000 after buying an additional 69 shares in the last quarter. BridgePort Financial Solutions LLC raised its stake in ASML by 8.5% in the 4th quarter. BridgePort Financial Solutions LLC now owns 255 shares of the semiconductor company’s stock valued at $273,000 after purchasing an additional 20 shares during the last quarter. Values Added Financial LLC lifted its holdings in ASML by 2.1% in the 4th quarter. Values Added Financial LLC now owns 778 shares of the semiconductor company’s stock valued at $832,000 after purchasing an additional 16 shares in the last quarter. Finally, Beaumont Financial Advisors LLC boosted its stake in shares of ASML by 2.7% during the 4th quarter. Beaumont Financial Advisors LLC now owns 616 shares of the semiconductor company’s stock worth $659,000 after purchasing an additional 16 shares during the last quarter. Institutional investors and hedge funds own 26.07% of the company’s stock.

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.