Berenberg Bank Reiterates Buy Rating for ASML (NASDAQ:ASML)

ASML (NASDAQ:ASML)‘s stock had its “buy” rating restated by analysts at Berenberg Bank in a research report issued on Thursday,MarketScreener reports.

A number of other analysts have also issued reports on ASML. Jefferies Financial Group restated a “neutral” rating on shares of ASML in a research note on Wednesday, April 8th. Weiss Ratings upgraded shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, February 26th. TD Cowen restated a “buy” rating on shares of ASML in a research note on Wednesday, January 28th. Citigroup restated a “buy” rating on shares of ASML in a research note on Thursday. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ASML in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,504.38.

ASML Trading Down 4.6%

NASDAQ ASML opened at $1,413.18 on Thursday. ASML has a one year low of $614.06 and a one year high of $1,547.22. The company’s 50 day moving average price is $1,396.01 and its 200 day moving average price is $1,214.50. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.79 and a current ratio of 1.26. The firm has a market capitalization of $555.78 billion, a price-to-earnings ratio of 54.93, a PEG ratio of 1.64 and a beta of 1.88.

Hedge Funds Weigh In On ASML

Several hedge funds and other institutional investors have recently modified their holdings of the company. Telos Capital Management Inc. raised its stake in shares of ASML by 4.5% during the third quarter. Telos Capital Management Inc. now owns 10,850 shares of the semiconductor company’s stock valued at $10,504,000 after purchasing an additional 463 shares in the last quarter. Regents of The University of California bought a new stake in shares of ASML during the third quarter valued at about $413,335,000. Dimensional Fund Advisors LP raised its stake in shares of ASML by 4.1% during the third quarter. Dimensional Fund Advisors LP now owns 990,816 shares of the semiconductor company’s stock valued at $959,180,000 after purchasing an additional 38,660 shares in the last quarter. Transcendent Capital Group LLC bought a new stake in shares of ASML during the third quarter valued at about $680,000. Finally, Principal Financial Group Inc. raised its stake in shares of ASML by 34.5% during the third quarter. Principal Financial Group Inc. now owns 15,583 shares of the semiconductor company’s stock valued at $15,086,000 after purchasing an additional 4,001 shares in the last quarter. Institutional investors and hedge funds own 26.07% of the company’s stock.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Q1 beat and strong results: ASML topped EPS expectations and reported €8.8B in net sales and €2.8B net income, underscoring robust demand for advanced lithography tools. ASML Q1 2026 Earnings Call Transcript
• Positive Sentiment: Raised 2026 sales outlook: Management narrowed/raised FY2026 sales guidance to €36–€40B and reiterated mid‑50s gross‑margin ambition for the year, signaling stronger AI‑related orders. ASML lifts 2026 outlook
• Positive Sentiment: Market validation from customers: ASML and TSMC commentary point to accelerating hyperscaler and memory capex for AI, supporting a multi‑year equipment cycle. ASML and TSMC: AI spending isn’t slowing
• Neutral Sentiment: Operational constraints and cash flow: ASML flagged supply‑chain challenges and posted negative free cash flow in Q1, which may temper near‑term earnings quality until inventories and execution normalize. Q1 highlights and operational notes
• Neutral Sentiment: Capital return: Company completed a ~€1.0B share action, supporting shareholder returns but modest vs market cap. AI outlook and China note
• Negative Sentiment: Softer near‑term guide and margins: Q2 guidance implies lower system volumes and a gross‑margin pullback (guidance ~51%–52% vs Q1), which spooked some traders despite the beat. Near‑term margin/volume concerns
• Negative Sentiment: China export controls and demand visibility: Export bans and the decision to stop publishing quarterly bookings increase uncertainty around China sales and near‑term order visibility, pressuring sentiment. China curbs and visibility concerns
• Negative Sentiment: Share reaction: Some outlets note an intraday pullback (stocks slid in response to the mixed near‑term picture), illustrating buy‑the‑rumor/sell‑the‑news dynamics. ASML stock reaction

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.