Sanford C. Bernstein Reiterates Buy Rating for ASML (NASDAQ:ASML)

ASML (NASDAQ:ASML)‘s stock had its “buy” rating reaffirmed by analysts at Sanford C. Bernstein in a note issued to investors on Wednesday,MarketScreener reports.

Other research analysts have also issued research reports about the company. Royal Bank Of Canada boosted their price objective on ASML from $1,550.00 to $1,625.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Grupo Santander cut shares of ASML to an “underperform” rating in a research report on Thursday, January 22nd. Santander lowered shares of ASML from a “neutral” rating to an “underperform” rating in a research report on Thursday, January 22nd. TD Cowen reissued a “buy” rating on shares of ASML in a research note on Wednesday, January 28th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of ASML in a research note on Friday, January 16th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, ASML currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,475.00.

ASML Stock Up 0.8%

Shares of NASDAQ ASML opened at $1,497.80 on Wednesday. The company has a quick ratio of 0.79, a current ratio of 1.26 and a debt-to-equity ratio of 0.14. The company has a market cap of $589.06 billion, a P/E ratio of 58.01, a P/E/G ratio of 1.69 and a beta of 1.89. ASML has a 52 week low of $578.51 and a 52 week high of $1,507.35. The business has a 50-day simple moving average of $1,295.58 and a two-hundred day simple moving average of $1,071.67.

Hedge Funds Weigh In On ASML

Institutional investors and hedge funds have recently modified their holdings of the stock. Arrowstreet Capital Limited Partnership lifted its stake in ASML by 195.8% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,544,705 shares of the semiconductor company’s stock valued at $1,652,618,000 after acquiring an additional 1,022,532 shares during the period. Capital International Investors grew its position in ASML by 17.3% in the 3rd 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 during the period. Regents of The University of California purchased a new stake in ASML during the 3rd quarter valued at $413,335,000. WCM Investment Management LLC raised its stake in ASML by 24.9% during the 3rd quarter. WCM Investment Management LLC now owns 1,933,748 shares of the semiconductor company’s stock valued at $1,861,445,000 after buying an additional 385,502 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in shares of ASML by 75.6% during 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 during the period. 26.07% of the stock is currently owned by institutional investors.

More ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML’s 2025 annual report shifts tone — management now cites the AI boom as the main long‑term demand driver for its lithography systems, a clearer bullish signal for sustained equipment orders and backlog. ASML sees AI demand as long-term growth driver in 2025 annual report
• Positive Sentiment: R&D/throughput breakthrough: Reuters and other outlets report ASML researchers have unveiled advances in EUV light sources that could boost chip output by up to ~50% by 2030 — a technology-led extension of ASML’s moat that improves customer throughput and pricing power. ASML unveils EUV light source advance that could yield 50% more chips by 2030
• Positive Sentiment: Share repurchases continue — ASML reported regular transactions under its current buyback program (recent daily repurchases reported), supporting EPS and signaling board confidence in capital allocation. ASML reports transactions under its current share buyback program
• Positive Sentiment: Systems sales growth: Analysts note ASML’s systems sales rose in double digits in 2025, driven by AI-related logic and memory demand and a robust backlog — supporting revenue visibility. ASML’s Systems Sales Grow in Double Digits: What’s Ahead?
• Neutral Sentiment: ASML formally published its 2025 Annual Reports (full filings and corporate messaging) — useful for investors seeking detailed guidance, capital allocation policy and R&D plans but not an immediate catalyst by itself. ASML publishes 2025 Annual Reports
• Neutral Sentiment: New leveraged ETFs: Direxion launched 2x single-stock ETFs tied to ASML — could increase short-term retail flows/volatility but is not a fundamentals change. Direxion Delivers Four New 2X Bull Single Stock Leveraged ETFs
• Neutral Sentiment: Analyst/peer notes: some analysts compare ASML to peers (e.g., Lam Research), highlighting valuation and growth differences — useful for relative-value discussions but mixed in directional impact. LRCX vs. ASML: Which Semiconductor Equipment Giant Is the Better Buy?
• Negative Sentiment: Restructuring and job cuts announced — ASML is simplifying processes and trimming roles after mergers; while this can improve efficiency, layoffs also draw investor scrutiny as a potential signal of cost pressure or shifting demand dynamics. ASML Restructuring And Job Cuts Put Efficiency And Execution In Focus

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.