FourThought Financial Partners LLC reduced its holdings in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 15,441 shares of the semiconductor company’s stock after selling 449 shares during the quarter. ASML makes up 1.4% of FourThought Financial Partners LLC’s portfolio, making the stock its 19th biggest position. FourThought Financial Partners LLC’s holdings in ASML were worth $16,519,000 as of its most recent SEC filing.
A number of other institutional investors have also modified their holdings of the business. Binnacle Investments Inc lifted its holdings in ASML by 78.9% in the second quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 15 shares during the last quarter. North Star Investment Management Corp. grew its holdings in shares of ASML by 68.8% during the fourth 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 during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of ASML during the 4th quarter worth approximately $32,000. JPL Wealth Management LLC acquired a new stake in shares of ASML during the 3rd quarter worth approximately $34,000. Finally, Wealth Watch Advisors INC bought a new stake in shares of ASML in the 3rd quarter worth approximately $34,000. Institutional investors own 26.07% of the company’s stock.
Trending Headlines about ASML
Here are the key news stories impacting ASML this week:
- Positive Sentiment: CEO Christophe Fouquet said chip-market supply is likely to remain tight as AI, satellites, and robots drive demand faster than the industry can produce, reinforcing a favorable backdrop for ASML’s equipment sales. ASML CEO sees tight supply in booming chip market as AI demand soars
- Positive Sentiment: UBS named ASML its top pick in European semiconductors and raised its price target, signaling stronger earnings expectations and renewed analyst confidence in the stock. ASML gains after UBS calls it Europe’s top semiconductor pick
- Positive Sentiment: ASML’s partnership with Tata Electronics to support India’s first commercial semiconductor fab expands its customer footprint and highlights longer-term growth opportunities in a new manufacturing hub. ASML And Tata Chip Fab Deal Tests Valuation And Growth Expectations
- Positive Sentiment: ASML’s High-NA technology is nearing rollout, and the company expects first chips made with the new tools within months, supporting the case for future demand for its most advanced systems. ASML says first chips from new High-NA machines to arrive in months
- Neutral Sentiment: Multiple research notes raised earnings estimates for ASML, including Erste Group, which modestly increased FY2026 and FY2027 EPS forecasts, adding to the stock’s upbeat analyst narrative. ASML research note
- Neutral Sentiment: Several articles describe ASML as attracting investor attention and benefiting from recent solid results, but these are mostly commentary pieces reinforcing the same bullish theme rather than new company-specific catalysts. ASML Holding N.V. (ASML) is Attracting Investor Attention
- Negative Sentiment: Some market discussion suggests ASML’s valuation is demanding relative to growth expectations, and one report noted that high-NA tools can be extremely expensive, which could temper near-term upside if customers delay purchases. ASML Offers Attractive Risk/Reward in European Semiconductors, UBS Says
ASML Price Performance
ASML (NASDAQ:ASML – Get Free Report) last announced its earnings results on Monday, March 30th. The semiconductor company reported $8.28 earnings per share (EPS) for the quarter. ASML had a net margin of 27.65% and a return on equity of 48.69%. The firm had revenue of $10.15 billion during the quarter. Equities analysts anticipate that ASML Holding N.V. will post 37.1 EPS for the current year.
Analyst Upgrades and Downgrades
A number of research analysts recently commented on ASML shares. Zacks Research downgraded ASML from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 3rd. Royal Bank Of Canada boosted their price target on shares of ASML from $1,625.00 to $1,700.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. TD Cowen reaffirmed a “buy” rating on shares of ASML in a report on Wednesday, January 28th. Freedom Capital upgraded shares of ASML from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 16th. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $1,750.00 target price on shares of ASML in a research report on Thursday, April 16th. Three research 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 assigned a Sell rating to the company. According to data from MarketBeat, ASML has an average rating of “Moderate Buy” and an average target price of $1,504.38.
Get Our Latest Analysis on ASML
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.
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