ASML Holding NV

Peapack Gladstone Financial Corp increased its stake in ASML Holding N.V.

Goldman Sachs analyst maintains a Buy rating on ASML Holding NV

Brown University Acquired ASML Holdings Stock in Q2

Calamos Advisors LLC Reduces ASML Holding N.V. Holdings and Reports Exceeding Expectations Earnings

VeraBank N.A. Acquired ASML Holding N.V. Shares in Second Quarter

Mission Wealth Management LP Increased Holdings in ASML Holding N.V.

Roble Belko Significantly Reduces ASML Holdings Princeton Global Asset Management Increases Its Holdings

Scholtz & Company LLC Increases Holdings in ASML Holding N.V.

ASML Holding N.V. Stock Rating Upgraded and Reached 52-Week High

Interchange Capital Partners LLC Increased ASML Holdings

William Blair Investment Management LLC Reduces Holdings in ASML Holding N.V.

Coles Recommends ASML Among Tech Stocks, Sees Upside Potential

Xavier Bouvignies and Goldman Sachs Maintain Buy Rating on ASML Holding NV

J.P. Morgan Maintains Buy Rating on ASML

ASML Prepared Adequately for China's Rare Earth Export Restrictions

ASML Reports Q3 Net Sales of 7.52 Billion Euros

MFA Wealth Services and other institutions increase holdings in ASML stock

JPMorgan and UBS Reiterate and Upgrades ASML's Buy Rating

Gradient Investments LLC Increased Holdings in ASML

Invst LLC Increases Holdings in ASML

ASML

ASME

ASML Holding's stock has shown strong growth, but faces challenges from China export restrictions. Despite a recent dip, it remains up year-to-date. Investment analysis suggests ASML is overvalued by 31.4% based on DCF, yet modestly undervalued on a PE basis. Long-term demand for AI and high-performance computing supports its growth. Investors are advised to consider valuation narratives to make informed decisions.

Simplywall

Is It Too Late to Consider ASML After Its Strong 2025 Rally and China Headwinds?

Peapack Gladstone Financial Corp increased its stake in ASML Holding N.V. by 22.3% in Q2, purchasing an additional 4,381 shares, now holding 24,059 shares worth $19.28 million. Other institutional investors also modified their holdings. Analysts have given ASML a 'Moderate Buy' rating with an average target price of $1,171.83. ASML's stock opened at $1,122.84 with a market cap of $441.59 billion. The company reported Q3 earnings of $6.41 per share and revenue of $8.80 billion, and recently paid a quarterly dividend of $1.857 per share.

Market Beat

Peapack Gladstone Financial Corp Purchases 4,381 Shares of ASML Holding N.V. $ASML

Christophe Fouquet, who once took a demotion to master chip-making, now leads ASML Holding NV, the sole producer of machines essential for AI chip production. ASML's monopoly is crucial to the $1.4 trillion AI spending spree, despite investor concerns over AI's returns. ASML's revenue and market value have surged, driven by growing chip demand and AI advancements. The company's dominance stems from a 30-year gamble on EUV technology, crucial for future semiconductor production.

Cryptopolitan

The chip industry's strongest monopoly can't afford to get complacent

Bernstein analyst David Dai CFA maintained a Hold rating on ASML Holding NV with a price target of €800. UBS maintained a Buy rating, while Barclays also issued a Hold rating. Dai CFA, a 2-star analyst, covers the Technology sector with a 1.3% average return and 67.92% success rate.

Tip Ranks

ASML Holding NV (0QB8) Gets a Hold from Bernstein

Gerber Kawasaki Wealth & Investment Management reduced its stake in ASML Holding N.V. by 55.7% in Q2, selling 1,575 shares, now holding 1,251 shares valued at $1,003,000. ASML's stock has a moderate buy rating with a consensus price target of $1,171.83. The company reported Q3 earnings of $6.41 per share, exceeding estimates, with revenue of $8.80 billion. ASML also increased its quarterly dividend to $1.857 per share.

Gerber Kawasaki Wealth & Investment Management Sells 1,575 Shares of ASML Holding N.V. $ASML

Goldman Sachs analyst Alexander Duval maintained a Buy rating for ASML Holding NV with a price target of €1,200. Morgan Stanley also issued a Buy rating, while Barclays maintained a Hold rating. Duval, focusing on technology stocks, has an average return of 7.0% and a 54.78% success rate on recommendations.

New Buy Rating for ASML Holding NV (0QB8), the Technology Giant

ASML Holding's stock rose 9% this month, raising questions about its valuation. Analysts see it as 4.8% undervalued with a fair value of €1,000, while a DCF model suggests it's overvalued at €701. ASML's monopoly in EUV lithography tools supports its growth, but export controls to China and 2026 demand caution could impact future expectations.

ASML (ENXTAM:ASML): Assessing Valuation After a Strong 9% Monthly Share Price Gain

Thoroughbred Financial Services LLC reduced its stake in ASML Holding N.V. by 26.2% in Q2, owning 3,364 shares worth $2.7M. Other investors adjusted their positions, with ASML's stock opening at $1,006.98. ASML reported Q3 earnings of $6.41 per share, beating estimates, and increased its dividend. Analysts have a consensus "Moderate Buy" rating, with a target price of $1,200.

Thoroughbred Financial Services LLC Trims Position in ASML Holding N.V. $ASML

Brown University acquired 1,352 shares of ASML Holding N.V., valued at approximately $1.08 million, in the second quarter. This investment makes ASML the 7th largest position in Brown's portfolio. ASML's stock opened at $1,019.86 on Friday, with a market cap of $401.09 billion. The company recently reported earnings of $6.41 per share for the quarter and declared a quarterly dividend of $1.857 per share.

Brown University Invests $1.08 Million in ASML Holding N.V. $ASML

Calamos Advisors LLC reduced its stake in ASML Holding N.V. by 55.2% in Q2, now holding 12,451 shares valued at $9.98 million. Other institutional investors adjusted their holdings as well. Analysts have mixed ratings on ASML, with a consensus target price of $1,076.33. ASML's Q3 earnings beat estimates, with a net margin of 27.08% and revenue of $8.71 billion. The company also increased its dividend, offering a yield of 0.7%.

Calamos Advisors LLC Lowers Position in ASML Holding N.V. $ASML

Savant Capital LLC increased its stake in ASML Holding N.V. by 30.2% in Q2, acquiring 357 additional shares, bringing its total to 1,539 shares valued at $1.23 million. Other investors also adjusted their holdings, with Princeton Global Asset Management increasing its stake by 153.8%. ASML's stock opened at $1,037.33, with a market cap of $407.97 billion. The company reported Q3 earnings of $6.41 per share, exceeding estimates, and announced a quarterly dividend of $1.857, up from $1.86. Analysts maintain a consensus rating of "Moderate Buy" for ASML shares.

Savant Capital LLC Purchases 357 Shares of ASML Holding N.V. $ASML

VeraBank N.A. acquired 1,391 shares of ASML Holding N.V. (NASDAQ:ASML) valued at approximately $1,115,000 in Q2, as disclosed to the SEC. Other institutional investors also increased their stakes in ASML. Analysts have given ASML a consensus rating of "Moderate Buy" with a target price of $1,076.33. ASML reported Q3 earnings of $6.41 EPS, exceeding estimates, and announced a quarterly dividend of $1.857 per share, reflecting a positive change from the previous dividend. The company specializes in advanced semiconductor equipment systems.

1,391 Shares in ASML Holding N.V. $ASML Bought by VeraBank N.A.

Modera Wealth Management LLC increased its holdings in ASML Holding N.V. by 4.2% during Q2, acquiring an additional 448 shares, bringing its total to 11,211 shares valued at $8,985,000. Other institutional investors also increased their stakes. ASML's stock has a consensus rating of "Moderate Buy" with a price target of $1,076.33. The company reported Q3 earnings of $6.41 EPS, beating estimates, and announced a quarterly dividend of $1.857 per share, reflecting a 0.7% yield.

Modera Wealth Management LLC Purchases 448 Shares of ASML Holding N.V. $ASML

TIAA Trust National Association has significantly reduced its stake in ASML Holding N.V. by 81.4%, selling 17,461 shares in the second quarter, leaving it with 3,988 shares valued at approximately $3.2 million. Other institutional investors have also adjusted their holdings, with some increasing their stakes. ASML's stock has received positive ratings from analysts, with a consensus rating of "Moderate Buy" and an average target price of $1,051.60. The company recently reported earnings that exceeded expectations and announced a slight increase in its quarterly dividend.