ASML (NASDAQ:ASML) Stock Price Up 1.9% – What’s Next?

ASML Holding N.V. (NASDAQ:ASML)’s share price rose 1.9% on Wednesday . The stock traded as high as $1,547.22 and last traded at $1,526.51. Approximately 1,282,481 shares changed hands during trading, a decline of 35% from the average daily volume of 1,964,952 shares. The stock had previously closed at $1,497.80.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML explicitly says AI is the main engine of future demand in its 2025 annual report, signaling stronger and more durable end‑market growth for EUV equipment. ASML sees AI demand long-term driver (Reuters)
• Positive Sentiment: Brokerage coverage is supportive: Deutsche Bank and Sanford C. Bernstein both reaffirmed “buy” ratings, reinforcing buy‑side confidence. Deutsche Bank reaffirmation (MarketScreener)
• Positive Sentiment: ASML reported system sales up ~12.4% in 2025 with a robust backlog and rising EUV adoption driven by AI logic and memory demand — a key fundamental underpinning for revenue visibility. Systems sales growth (Zacks)
• Positive Sentiment: Technology updates: ASML is developing higher‑power (1000W) EUV light sources aimed at materially raising wafer throughput by 2030, which could improve unit economics and capacity supply. 1000W EUV source (ElectronicsWeekly)
• Neutral Sentiment: ASML published its 2025 Annual Reports outlining strategy and sustainability themes — a formal source of the positive messaging but not new financial guidance by itself. 2025 Annual Reports (Yahoo)
• Neutral Sentiment: New leveraged ETFs that include ASML will increase tradability and retail flow exposure, but their net impact on fundamentals is uncertain. Direxion 2x ETFs (Yahoo)
• Negative Sentiment: Competitive/valuation scrutiny: some analysts see peers like Lam Research offering stronger near‑term growth or more attractive valuations, and ASML’s high P/E (~59) leaves less margin for disappointment. LRCX vs ASML valuation/competition (Zacks)

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on ASML shares. KGI Securities set a $1,415.00 price target on ASML and gave the company an “outperform” rating in a report on Thursday, January 15th. Citigroup reaffirmed a “buy” rating on shares of ASML in a research report on Tuesday, January 20th. Bank of America raised their price target on shares of ASML from $1,092.00 to $1,331.00 and gave the stock a “buy” rating in a research report on Wednesday, December 3rd. Grupo Santander lowered shares of ASML to an “underperform” rating in a research note on Thursday, January 22nd. Finally, Rothschild & Co Redburn set a $1,200.00 price target on shares of ASML in a report on Friday, November 7th. Three research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,475.00.

ASML Trading Up 1.9%

The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.79. The business’s fifty day simple moving average is $1,295.58 and its 200 day simple moving average is $1,071.67. The stock has a market cap of $600.35 billion, a price-to-earnings ratio of 59.12, a P/E/G ratio of 1.69 and a beta of 1.89.

ASML Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be issued a $3.1771 dividend. This is an increase from ASML’s previous quarterly dividend of $1.88. This represents a $12.71 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Monday, April 27th. ASML’s dividend payout ratio is 41.83%.

Institutional Trading of ASML

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Fisher Asset Management LLC lifted its stake in 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 buying an additional 132,353 shares during the last quarter. Capital International Investors boosted its stake in ASML by 17.3% during the 3rd quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock valued at $3,791,982,000 after purchasing an additional 577,448 shares during the period. Van ECK Associates Corp grew its position in ASML by 16.6% in the 3rd quarter. Van ECK Associates Corp now owns 2,148,506 shares of the semiconductor company’s stock worth $2,079,948,000 after purchasing an additional 305,435 shares during the last quarter. WCM Investment Management LLC grew its position in ASML by 24.9% in the 3rd quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock worth $1,861,445,000 after purchasing an additional 385,502 shares during the last quarter. Finally, Bank of America Corp DE increased its stake in shares of ASML by 8.3% in the third quarter. Bank of America Corp DE now owns 1,865,254 shares of the semiconductor company’s stock valued at $1,805,733,000 after purchasing an additional 142,763 shares during the period. 26.07% of the stock is currently owned by institutional investors and hedge funds.

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.