Davidson Kahn Capital Management LLC Buys New Shares in ASML Holding N.V. $ASML

Davidson Kahn Capital Management LLC bought a new position in shares of ASML Holding N.V. (NASDAQ:ASML) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 1,288 shares of the semiconductor company’s stock, valued at approximately $1,247,000.

Several other large investors have also recently added to or reduced their stakes in ASML. Manning & Napier Advisors LLC bought a new stake in shares of ASML during the third quarter valued at approximately $25,000. City Holding Co. acquired a new stake in ASML during the third quarter worth $26,000. Princeton Global Asset Management LLC increased its holdings in ASML by 153.8% in the 2nd quarter. Princeton Global Asset Management LLC now owns 33 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 20 shares during the period. Binnacle Investments Inc raised its stake in shares of ASML by 78.9% in the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 15 shares in the last quarter. Finally, Pin Oak Investment Advisors Inc. bought a new position in shares of ASML during the 2nd quarter worth about $30,000. Institutional investors and hedge funds own 26.07% of the company’s stock.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Dholera semiconductor park in India is expected to deploy ASML lithography tools, signaling potential new long?term order flow and market expansion in a priority semiconductor jurisdiction. This is a direct commercial growth catalyst if export approvals and supply arrangements proceed. Dholera Semiconductor Plant to Employ ASML Lithographic Tools for Advanced Chip Production Dholera Semiconductor Plant To Use ASML Equipment For Chip Production: Vaishnaw India’s Semiconductor Leap: ASML’s Role in Dholera’s Chip Manufacturing
• Positive Sentiment: Major brokerages (Berenberg, JPMorgan, UBS) have recently reaffirmed buy ratings on ASML, supporting demand-side sentiment and signalling continued analyst conviction in ASML’s structural position in lithography markets. These ratings can sustain investor interest despite recent rallies. ASML receives a buy rating from Berenberg ASML buy rating from JP Morgan UBS Group Reaffirms Buy Rating for ASML
• Neutral Sentiment: Industry writeups highlight ASML’s dominant position in high?end lithography and its long runway (including high?NA EUV), which underpins long?term demand but may already be priced in after a strong rally—meaning limited near?term upside in some analyst forecasts. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Neutral Sentiment: Short?term market commentary notes recent outperformance and reiterates that analyst ratings drive intraday flows — useful for trading context but not a standalone fundamental catalyst. ASML Outperforms Broader Market Is It Worth Investing in ASML Based on Wall Street’s Bullish Views?
• Negative Sentiment: Analyst downgrades and valuation concerns: Grupo Santander cut ASML to “underperform,” and a Seeking Alpha Q4 preview downgraded its recommendation citing stretched multiples after a large rally; high forward P/E and limited near?term upside raise downside risk if growth disappoints. Grupo Santander Downgrades ASML Holding to Underperform ASML Q4 Preview: AI Momentum Beats Rich Valuation (Rating Downgrade)
• Negative Sentiment: Local operational/PR issue: neighbors in Wilton are opposing a rezoning request tied to ASML’s property for emergency access, a small reputational/operational drag that could slow some facility work or require community concessions. ‘An open door’: Wilton neighbors wary of ASML’s plan to rezone home for emergency access

Wall Street Analyst Weigh In

ASML has been the topic of a number of analyst reports. Rothschild & Co Redburn raised shares of ASML from a “neutral” rating to a “buy” rating in a research note on Friday, November 7th. Evercore ISI reissued an “outperform” rating on shares of ASML in a report on Thursday, October 16th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ASML in a research report on Wednesday, December 10th. Bank of America upped their price target on ASML from $1,092.00 to $1,331.00 and gave the company a “buy” rating in a research report on Wednesday, December 3rd. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of ASML in a research note on Tuesday, December 16th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $1,407.00.

ASML Price Performance

ASML stock opened at $1,389.04 on Friday. The business’s fifty day moving average is $1,135.52 and its two-hundred day moving average is $961.65. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.70 and a current ratio of 1.31. The firm has a market cap of $546.28 billion, a P/E ratio of 56.53, a P/E/G ratio of 1.90 and a beta of 1.86. ASML Holding N.V. has a 52 week low of $578.51 and a 52 week high of $1,398.80.

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.