ASML’s (ASML) Buy Rating Reiterated at The Goldman Sachs Group

The Goldman Sachs Group reiterated their buy rating on shares of ASML (NASDAQ:ASML) in a research note published on Wednesday morning,MarketScreener reports.

A number of other brokerages also recently issued reports on ASML. Morgan Stanley reaffirmed an “overweight” rating on shares of ASML in a research report on Friday, January 16th. UBS Group restated a “buy” rating on shares of ASML in a research note on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of ASML in a research report on Wednesday, December 10th. Rothschild Redb upgraded ASML from a “hold” rating to a “strong-buy” rating in a report on Friday, November 7th. Finally, JPMorgan Chase & Co. reissued a “buy” rating on shares of ASML in a research report on Wednesday, January 21st. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,475.00.

ASML Stock Performance

NASDAQ ASML opened at $1,423.00 on Wednesday. The company has a fifty day moving average price of $1,178.68 and a 200-day moving average price of $983.63. The firm has a market cap of $559.64 billion, a price-to-earnings ratio of 55.11, a PEG ratio of 1.75 and a beta of 1.86. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.70. ASML has a 1 year low of $578.51 and a 1 year high of $1,493.47.

ASML Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 5th. Shareholders of record on Monday, April 27th will be issued a dividend of $3.1771 per share. This represents a $12.71 annualized dividend and a yield of 0.9%. This is a boost from ASML’s previous quarterly dividend of $1.88. The ex-dividend date of this dividend is Monday, April 27th. ASML’s payout ratio is currently 24.79%.

Institutional Trading of ASML

Several hedge funds and other institutional investors have recently modified their holdings of ASML. Manning & Napier Advisors LLC bought a new position in ASML in the 3rd quarter worth approximately $25,000. City Holding Co. purchased a new stake in shares of ASML during the third quarter worth $26,000. North Star Investment Management Corp. lifted its position 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 worth $29,000 after acquiring an additional 11 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in shares of ASML in the fourth quarter worth $32,000. Finally, Princeton Global Asset Management LLC grew its position in shares of ASML by 153.8% in the second quarter. Princeton Global Asset Management LLC now owns 33 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 20 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Company raised 2026 guidance, reported record net bookings and a backlog that covers more than a year; management announced a dividend hike and a €12B+ share buyback plan — bolsters revenue visibility and cash-return story. Read More.
• Positive Sentiment: The Goldman Sachs Group initiated/issued a buy rating, signaling institutional conviction that demand for lithography (EUV/DUV) will persist. Read More.
• Positive Sentiment: Wells Fargo raised its price target to $1,650 and moved to overweight, reflecting upside potential from AI/memory-driven equipment demand. Read More.
• Positive Sentiment: Bernstein flagged robust China-related DUV demand and remained constructive on growth prospects tied to AI and memory capex cycles. Read More.
• Neutral Sentiment: ASML posted its Q4 results and published the earnings presentation — provides detail on bookings, backlog, margins and High-NA rollout that investors will parse for execution risk. Read More.
• Neutral Sentiment: Commentary pieces note excellent long-term monopoly in EUV but caution that outstanding results can still trigger short-term profit-taking given the stock’s rapid run-up. Read More.
• Negative Sentiment: Q4 EPS missed expectations despite revenue growth; Services weakness and higher costs weighed on profitability — a clear near-term headwind for sentiment. Read More.
• Negative Sentiment: Reporters and analysts flagged capacity constraints and whether ASML can fulfill record orders; those execution doubts contributed to intraday weakness. Read More.
• Negative Sentiment: Analyst caution/downgrade pieces and investor questions on the outlook have amplified volatility after the stock doubled from prior levels — underscores valuation risk. Read More.
• Negative Sentiment: ASML announced ~1,700 job cuts following record FY results — signals cost-structure adjustments but can be taken negatively by investors focused on execution/stability. Read More.

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.