Manhattan West Asset Management LLC Lowers Stock Position in ASML Holding N.V. $ASML

Manhattan West Asset Management LLC lowered its position in ASML Holding N.V. (NASDAQ:ASML) by 7.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,401 shares of the semiconductor company’s stock after selling 616 shares during the period. ASML comprises about 1.6% of Manhattan West Asset Management LLC’s portfolio, making the stock its 19th largest position. Manhattan West Asset Management LLC’s holdings in ASML were worth $7,919,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in ASML. Telos Capital Management Inc. grew its holdings in ASML by 4.5% during the 3rd 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 during the last quarter. Regents of The University of California bought a new position in ASML during the 3rd quarter valued at about $413,335,000. Dimensional Fund Advisors LP grew its stake in ASML by 4.1% in the 3rd quarter. Dimensional Fund Advisors LP now owns 990,816 shares of the semiconductor company’s stock worth $959,180,000 after acquiring an additional 38,660 shares in the last quarter. Transcendent Capital Group LLC bought a new position in ASML in the 3rd quarter worth about $680,000. Finally, Principal Financial Group Inc. grew its stake in ASML by 34.5% in the 3rd quarter. Principal Financial Group Inc. now owns 15,583 shares of the semiconductor company’s stock worth $15,086,000 after acquiring an additional 4,001 shares in the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML broke above its 20‑day moving average, a short‑term technical bullish signal that often attracts momentum buyers. ASML (ASML) Just Overtook the 20-Day Moving Average
• Positive Sentiment: The stock also cleared its 50‑day moving average, reinforcing the short‑to‑medium term uptrend and potentially drawing technical and quantitative flows. ASML (ASML) Just Overtook the 50-Day Moving Average
• Positive Sentiment: Zacks upgraded ASML to a Buy (Zacks Rank #2), citing improving earnings prospects — a catalyst that can support further upside if guidance/earnings confirm. ASML (ASML) Upgraded to Buy: Here’s Why
• Positive Sentiment: Analyst research at Erste Group raised FY2026 and FY2027 EPS estimates, which improves forward earnings runway and supports valuation assumptions. MarketBeat ASML Analyst Note
• Positive Sentiment: ASML is being highlighted as a top AI‑exposure stock (strong YTD and 1‑year performance and high analyst Buy percentage), which can attract thematic and growth investors. IS ASML Holding N.V. (ASML) One of the Best AI Stocks to Watch in May?
• Neutral Sentiment: Coverage pieces note broad Wall Street optimism and the limits of aggregate broker recommendations — useful context but not an immediate price catalyst. Is ASML (ASML) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Wider semiconductor ETF commentary (SHOC) mentions ASML indirectly as part of the sector — relevant for passive flows but not company‑specific. 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 lithography machines until at least 2029 — a direct near‑term demand setback for ASML’s most advanced (and high‑margin) tools and a likely reason for investor caution. TSMC delays high-NA EUV deployment

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. The Goldman Sachs Group restated a “buy” rating on shares of ASML in a research note on Wednesday, April 15th. JPMorgan Chase & Co. restated a “buy” rating on shares of ASML in a research note on Monday, April 13th. Berenberg Bank restated a “buy” rating on shares of ASML in a research note on Thursday, April 16th. Citigroup restated a “buy” rating on shares of ASML in a research note on Thursday, April 16th. Finally, Susquehanna restated a “positive” rating on shares of ASML in a research note on Thursday, April 9th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $1,504.38.

ASML Stock Down 0.8%

Shares of NASDAQ ASML opened at $1,427.02 on Friday. The company’s 50-day simple moving average is $1,399.33 and its 200-day simple moving average is $1,246.54. ASML Holding N.V. has a 52-week low of $675.50 and a 52-week high of $1,547.22. The firm has a market cap of $561.22 billion, a price-to-earnings ratio of 51.18, a price-to-earnings-growth ratio of 1.44 and a beta of 1.81. The company has a quick ratio of 0.78, a current ratio of 1.36 and a debt-to-equity ratio of 0.13.

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.