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

ASML (NASDAQ:ASML)‘s stock had its “buy” rating reiterated by analysts at Sanford C. Bernstein in a research report issued on Friday,MarketScreener reports.

ASML has been the topic of a number of other reports. UBS Group reiterated a “buy” rating on shares of ASML in a research note on Monday, January 12th. Berenberg Bank restated a “buy” rating on shares of ASML in a research note on Thursday, October 16th. Citigroup reaffirmed a “buy” rating on shares of ASML in a research report on Wednesday, December 10th. Cantor Fitzgerald reissued an “overweight” rating on shares of ASML in a research report on Tuesday, December 16th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ASML in a research note on Wednesday, December 10th. Three analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $1,392.75.

ASML Stock Performance

Shares of NASDAQ ASML opened at $1,358.57 on Friday. The business’s 50-day simple moving average is $1,101.45 and its 200-day simple moving average is $941.75. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.70 and a current ratio of 1.31. ASML has a 52 week low of $578.51 and a 52 week high of $1,375.37. The firm has a market cap of $534.30 billion, a price-to-earnings ratio of 55.29, a P/E/G ratio of 1.97 and a beta of 1.86.

ASML (NASDAQ:ASML) last announced its earnings results on Wednesday, October 15th. The semiconductor company reported $6.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 earned $5.28 earnings per share. The company’s revenue was up .7% on a year-over-year basis. As a group, equities research analysts expect that ASML will post 25.17 earnings per share for the current fiscal year.

Hedge Funds Weigh In On ASML

A number of hedge funds have recently made changes to their positions in the business. Capital International Investors raised its position in ASML by 17.3% in the third quarter. Capital International Investors now owns 3,919,154 shares of the semiconductor company’s stock worth $3,791,982,000 after purchasing an additional 577,448 shares in the last quarter. Arrowstreet Capital Limited Partnership bought a new stake in shares of ASML in the 3rd quarter valued at approximately $505,510,000. Regents of The University of California acquired a new position in shares of ASML in the 3rd quarter worth approximately $413,335,000. WCM Investment Management LLC lifted its position in shares of ASML by 24.9% during 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 buying an additional 385,502 shares during the period. Finally, Alliancebernstein L.P. boosted its stake in ASML by 75.6% in the 3rd quarter. Alliancebernstein L.P. now owns 790,869 shares of the semiconductor company’s stock valued at $765,632,000 after buying an additional 340,518 shares in the last quarter. Institutional investors and hedge funds own 26.07% of the company’s stock.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: TSMC’s $52–$56B 2026 capex guidance creates near‑term, essentially guaranteed equipment orders for suppliers like ASML — the MarketBeat piece outlines why ASML (sole supplier of EUV) should benefit from that spending surge. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Major outlets and analysts are pricing in the tailwind: CNBC notes ASML hit record highs after TSMC’s earnings and says ASML is uniquely positioned as the only supplier of machines needed for cutting‑edge AI chips. ASML hits record high on AI boost — and analysts see plenty of room to run
• Positive Sentiment: Technical roadmap: Zacks reports ASML is pushing High‑NA EUV into production, a manufacturing leap that supports sub‑2nm logic and DRAM — adoption would sustain multi‑year EUV demand. ASML Pushes High-NA EUV Forward
• Positive Sentiment: Analyst and bank coverage is supportive: Royal Bank of Canada started coverage with an “outperform” and $1,550 target, and JPMorgan‑referencing coverage forecasts strong price appreciation — both reinforce bullish sentiment. RBC coverage (read more) JPMorgan forecast
• Positive Sentiment: Industry analyses emphasize TSMC’s spending is a bigger win for ASML than peers because EUV machines are non‑substitutable and required for advanced nodes — investing.com explains the asymmetric benefit to ASML’s orderbook. Why TSMC’s capex upgrade is a bigger win for ASML than peers?
• Positive Sentiment: Competitive moat reminder: Digitimes reports ASML’s CEO saying China’s EUV capability lags by many generations — a reminder that ASML’s EUV monopoly and technological lead limit near‑term competitive risk. ASML CEO claims China’s EUV lags
• Neutral Sentiment: Some broker actions are mixed: UBS reaffirmed its buy, while Jefferies and Barclays reiterated neutral ratings — these keep sentiment constructive but show not all firms are upgrading aggressively. UBS buy reaffirmed Jefferies neutral

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.