Oppenheimer Asset Management Inc. Trims Stock Holdings in ASML Holding N.V. $ASML

Oppenheimer Asset Management Inc. trimmed its holdings in ASML Holding N.V. (NASDAQ:ASML) by 1.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 37,309 shares of the semiconductor company’s stock after selling 640 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in ASML were worth $39,915,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of ASML. Manning & Napier Advisors LLC purchased a new position in ASML during the 3rd quarter worth $25,000. City Holding Co. bought a new stake in ASML during the 3rd quarter valued at $26,000. Binnacle Investments Inc raised its position in ASML by 78.9% during the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 15 shares in the last quarter. North Star Investment Management Corp. raised its position in ASML by 68.8% during the 4th quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company’s stock valued at $29,000 after purchasing an additional 11 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC bought a new stake in ASML during the 4th quarter valued at $32,000. 26.07% of the stock is currently owned by hedge funds and other institutional investors.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Management raised full‑year revenue guidance and said large orders from AI and memory customers (Samsung, SK Hynix and others) are filling the order book, supporting near‑ to mid‑term demand for ASML’s advanced lithography systems. ASML Guidance Climbs As AI And Memory Orders Reshape Growth Outlook
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts materially (FY26 to $37.21 and FY27 to $48.68), indicating rising analyst confidence in ASML’s earnings power as AI/memory investments accelerate. MarketBeat Analyst Note (Erste Group estimates)
• Positive Sentiment: Zacks moved ASML to a Zacks Rank #2 (Buy) on improving earnings prospects, which can attract momentum and model‑driven flows. ASML (ASML) Upgraded to Buy: Here’s Why
• Neutral Sentiment: Coverage pieces note that Wall Street analysts are broadly optimistic and the average brokerage recommendation favors adding ASML, but they caution that ABR can be skewed; this is informative for sentiment but not a direct fundamental change. Is ASML (ASML) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Macro/sector ETF coverage (Strive U.S. Semiconductor ETF) mentions ASML as a key exposure to semiconductors; useful for ETF flows context but indirect for ASML’s stock. Should You Invest in the Strive U.S. Semiconductor ETF (SHOC)?
• Negative Sentiment: Taiwan Semiconductor (TSM) said it will delay deployment of ASML’s high‑NA EUV machines until at least 2029, which could push out demand for ASML’s most advanced (and high‑margin) systems and affect longer‑term cadence for that product line. Taiwan Semiconductor Manufacturing (TSM): One of the Harvard University Stock Picks

ASML Stock Up 3.2%

Shares of ASML stock opened at $1,438.99 on Friday. ASML Holding N.V. has a 1-year low of $662.46 and a 1-year high of $1,547.22. The stock’s fifty day moving average price is $1,399.33 and its 200 day moving average price is $1,246.54. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.36 and a quick ratio of 0.78. The company has a market cap of $565.93 billion, a price-to-earnings ratio of 51.61, a price-to-earnings-growth ratio of 1.40 and a beta of 1.88.

Wall Street Analyst Weigh In

ASML has been the subject of a number of research analyst reports. Citigroup reaffirmed a “buy” rating on shares of ASML in a research report on Thursday, April 16th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of ASML in a research report on Monday, April 13th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $1,750.00 target price on shares of ASML in a research report on Thursday, April 16th. Morgan Stanley reiterated an “overweight” rating on shares of ASML in a report on Friday, January 16th. Finally, TD Cowen reiterated a “buy” rating on shares of ASML in a report on Wednesday, January 28th. Three investment 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, ASML has an average rating of “Moderate Buy” and an average price target of $1,504.38.

ASML 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.