Jag Capital Management LLC Raises Stock Holdings in ASML Holding N.V. $ASML

Jag Capital Management LLC boosted its holdings in ASML Holding N.V. (NASDAQ:ASML) by 5.5% in the fourth quarter, HoldingsChannel reports. The firm owned 14,781 shares of the semiconductor company’s stock after purchasing an additional 765 shares during the period. ASML comprises about 1.7% of Jag Capital Management LLC’s portfolio, making the stock its 19th largest holding. Jag Capital Management LLC’s holdings in ASML were worth $15,814,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ASML. Capstone Wealth Management Group LLC boosted its holdings in ASML by 5.2% in the first quarter. Capstone Wealth Management Group LLC now owns 2,511 shares of the semiconductor company’s stock valued at $1,664,000 after purchasing an additional 124 shares during the last quarter. AQR Capital Management LLC lifted its holdings in ASML by 141.1% during the 1st quarter. AQR Capital Management LLC now owns 6,871 shares of the semiconductor company’s stock worth $4,553,000 after buying an additional 4,021 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in ASML by 153.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 17,210 shares of the semiconductor company’s stock worth $11,404,000 after buying an additional 10,411 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in ASML by 1.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,168 shares of the semiconductor company’s stock worth $936,000 after buying an additional 15 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its holdings in ASML by 5.2% during the 2nd quarter. NewEdge Advisors LLC now owns 11,383 shares of the semiconductor company’s stock worth $9,122,000 after buying an additional 559 shares during the last quarter. Hedge funds and other institutional investors own 26.07% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have commented on ASML shares. Sanford C. Bernstein reaffirmed a “buy” rating on shares of ASML in a report on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of ASML in a report on Thursday, April 16th. TD Cowen reaffirmed a “buy” rating on shares of ASML in a report on Wednesday, January 28th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $1,750.00 target price on shares of ASML in a report on Thursday, April 16th. Finally, Weiss Ratings raised ASML from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 26th. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, ASML presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,504.38.

ASML Trading Down 0.9%

Shares of NASDAQ ASML opened at $1,459.44 on Wednesday. The company has a market cap of $573.97 billion, a price-to-earnings ratio of 52.35, a price-to-earnings-growth ratio of 1.21 and a beta of 1.81. ASML Holding N.V. has a 12-month low of $683.48 and a 12-month high of $1,603.49. The company has a current ratio of 1.36, a quick ratio of 0.78 and a debt-to-equity ratio of 0.13. The stock’s 50 day simple moving average is $1,420.18 and its 200 day simple moving average is $1,288.22.

ASML (NASDAQ:ASML) last announced its quarterly earnings results on Monday, March 30th. The semiconductor company reported $8.28 earnings per share (EPS) for the quarter. The business had revenue of $10.15 billion for the quarter. ASML had a return on equity of 48.69% and a net margin of 27.65%. Equities research analysts expect that ASML Holding N.V. will post 37.1 EPS for the current year.

Trending Headlines about ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML said the first chips made with its new High-NA machines should arrive within months, signaling progress toward commercialization of its next-generation lithography platform and supporting future equipment demand. Reuters article
• Positive Sentiment: Barclays upgraded ASML to buy, adding analyst support and reinforcing the view that the company’s earnings outlook and market position remain attractive. MarketScreener article
• Positive Sentiment: News that billionaire investor Philippe Laffont’s Coatue Management took a reported $655 million position in ASML highlights continued institutional conviction in the company’s monopoly-like position in advanced chip equipment. TheStreet article
• Positive Sentiment: ASML also reported a share buyback update, which can signal confidence in cash generation and support the stock through capital returns. GlobeNewswire article
• Neutral Sentiment: ASML’s partnership with Tata Electronics to support India’s first front-end semiconductor fab expands its international growth opportunities, but the financial impact is likely to take time to show up. MSN article
• Neutral Sentiment: Analysts at Erste Group nudged up FY2026 EPS estimates slightly, which is supportive but not a major surprise relative to consensus. Zacks article

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.