Sanford C. Bernstein reaffirmed their buy rating on shares of ASML (NASDAQ:ASML – Free Report) in a research note published on Thursday morning,MarketScreener reports.
A number of other equities research analysts have also recently commented on the stock. TD Cowen reaffirmed a “buy” rating on shares of ASML in a research note on Wednesday, January 28th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of ASML in a research note on Monday, April 13th. Grupo Santander cut shares of ASML to an “underperform” rating in a research note on Thursday, January 22nd. DZ Bank reaffirmed a “neutral” rating on shares of ASML in a research note on Wednesday, April 15th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of ASML in a research note on Thursday, April 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, ASML presently has an average rating of “Moderate Buy” and a consensus target price of $1,504.38.
View Our Latest Stock Report on ASML
ASML Stock Performance
ASML Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be paid a dividend of $3.1771 per share. This is a boost from ASML’s previous quarterly dividend of $1.88. The ex-dividend date of this dividend is Monday, April 27th. This represents a $12.71 annualized dividend and a yield of 0.9%. ASML’s dividend payout ratio is presently 23.24%.
Institutional Investors Weigh In On ASML
Several institutional investors and hedge funds have recently added to or reduced their stakes in ASML. Cornerstone Financial Management LLC purchased a new position in shares of ASML during the 4th quarter worth $26,000. Portus Wealth Advisors LLC purchased a new stake in ASML during the first quarter worth about $32,000. Resources Management Corp CT ADV increased its stake in ASML by 1,150.0% during the fourth quarter. Resources Management Corp CT ADV now owns 25 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 23 shares during the period. Manning & Napier Advisors LLC acquired a new position in shares of ASML during the third quarter worth about $25,000. Finally, City Holding Co. acquired a new position in shares of ASML during the third quarter worth about $26,000. Institutional investors and hedge funds own 26.07% of the company’s stock.
Key ASML News
Here are the key news stories impacting ASML this week:
- Positive Sentiment: ASML raised guidance after reporting stronger-than-expected demand for AI-related chips and memory customers, which supports near-term order momentum and revenue visibility. ASML Has Just Delivered Massive News for Micron
- Positive Sentiment: Analyst support has strengthened: several firms raised price targets and upgrades (including a notable price-target lift cited by Wells Fargo and an upgrade by Freedom Broker), which can buoy investor sentiment and valuation expectations. ASML Price Target Lifted
- Positive Sentiment: Shareholders approved the 2025 dividend, capital measures and board changes at the AGM — a governance and shareholder-return development that supports confidence among income and institutional investors. AGM Approvals
- Positive Sentiment: UBS reaffirmed a Buy rating on ASML, maintaining institutional support that can help limit downside and encourage accumulation after pullbacks. UBS Reaffirms Buy
- Neutral Sentiment: Industry commentary highlights huge secular tailwinds from AI and memory demand (DRAM outlook), which benefits equipment suppliers like ASML but is more of a macro-industry bullish signal than an immediate company-specific catalyst. DRAM demand outlook
- Neutral Sentiment: Investor interest and media attention remain high (ASML appears on lists of top AI/mega-cap candidates), which can amplify moves but doesn’t guarantee direction. InsiderMonkey Ranking
- Negative Sentiment: Major negative: TSMC signaled it will delay adoption of ASML’s next?gen (high?NA) EUV machines—pushing wide adoption toward 2029—sparking a sharp market reaction and an earlier multi-billion?dollar market?cap hit. This is the primary near-term headwind for ASML’s top?end machine revenue and explains much of the recent selloff pressure. TSMC delays high-NA adoption (WSJ)
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.
Further Reading
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