ASML (NASDAQ:ASML) Stock Price Up 2.6% – What’s Next?

ASML Holding N.V. (NASDAQ:ASML)’s share price traded up 2.6% during trading on Thursday . The company traded as high as $1,398.80 and last traded at $1,395.00. 1,827,457 shares were traded during trading, a decline of 15% from the average session volume of 2,158,707 shares. The stock had previously closed at $1,360.09.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: JPMorgan reiterated a “buy” rating, providing continued sell‑side support that can sustain buying interest among institutional investors. ASML buy rating from JP Morgan
• Positive Sentiment: UBS reaffirmed a “buy” rating as well, reinforcing the bullish analyst narrative and helping underpin the stock’s momentum. UBS Group Reaffirms Buy Rating for ASML
• Positive Sentiment: Market coverage highlights ASML’s dominant position in lithography and its high‑NA EUV roadmap (scaling production over the next 1–2 years), reinforcing the company’s long‑term moat and growth thesis. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Positive Sentiment: FT analysis explains why rivals in Asia or the U.S. haven’t matched ASML’s capabilities — a structural barrier that supports pricing power and long‑term demand for its tools. Why Asia or the US have not produced a rival to ASML
• Neutral Sentiment: ASML is mentioned as a holding in ETFs that combine market performance and ESG goals, which can support steady passive inflows but is unlikely to drive large directional moves alone. 3 ETFs Combining Market-Beating Performance and ESG Goals (ASML)
• Neutral Sentiment: Analyst‑coverage pieces (Zacks) reiterate ASML’s recent outperformance and discuss how Wall Street views and brokerage ratings should factor into buy/hold decisions — useful context but not an immediate catalyst. ASML Outperforms Broader Market
• Neutral Sentiment: ASML is expected to announce quarterly earnings soon; upcoming results are a potential near‑term catalyst (could reinforce the rally or trigger profit‑taking). ASML Expected to Announce Quarterly Earnings
• Negative Sentiment: Grupo Santander downgraded ASML to “underperform,” introducing short‑term selling pressure and signaling at least one large sell‑side view that conflicts with other buy ratings. Grupo Santander downgrades ASML

Analyst Ratings Changes

A number of equities research analysts have issued reports on ASML shares. Royal Bank Of Canada initiated coverage on ASML in a research note on Wednesday, January 14th. They set an “outperform” rating and a $1,550.00 price target for the company. JPMorgan Chase & Co. restated a “buy” rating on shares of ASML in a research report on Wednesday. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of ASML in a report on Wednesday, December 10th. UBS Group reiterated a “buy” rating on shares of ASML in a research note on Tuesday. Finally, DZ Bank reissued a “neutral” rating on shares of ASML in a research report on Wednesday, October 15th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $1,407.00.

ASML Price Performance

The firm has a market cap of $548.63 billion, a PE ratio of 56.78, a P/E/G ratio of 1.83 and a beta of 1.86. The firm’s fifty day simple moving average is $1,120.37 and its two-hundred day simple moving average is $954.40. The company has a quick ratio of 0.70, a current ratio of 1.31 and a debt-to-equity ratio of 0.14.

Institutional Investors Weigh In On ASML

A number of institutional investors have recently bought and sold shares of ASML. Capital International Investors boosted its stake in shares of 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 acquiring an additional 577,448 shares during the period. Arrowstreet Capital Limited Partnership bought a new stake in ASML during the 3rd quarter valued at approximately $505,510,000. Regents of The University of California purchased a new position in ASML in the 3rd quarter worth approximately $413,335,000. WCM Investment Management LLC boosted its stake 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 period. Finally, Alliancebernstein L.P. grew its holdings in 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 in the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.

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.