Dec 30, 2025 • AD HOC NEWS
BULLISH
ASML Holding N.V.: The Quiet Superpower Behind the Chip Revolution
ASML Holding N.V. is a Dutch lithography specialist that plays a critical role in the global chip industry, possessing an unassailable technological lead in EUV and High-NA lithography systems. The article details ASML's flagship products, its market dominance over rivals like Nikon and Canon, and how its technology is indispensable for advancing chip performance in an AI-driven world. The company's unique position, technological monopolies, and relentless roadmap execution explain its strong market valuation and perceived superpower status in the semiconductor revolution.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Farmers & Merchants Investments Inc. Cuts Stake in ASML Holding N.V. $ASML
Farmers & Merchants Investments Inc. reduced its stake in ASML Holding N.V. by 17.0% in Q3, selling 2,399 shares and now holding 11,731 shares valued at approximately $11.36 million. ASML reported strong quarterly earnings of $6.41 per share, surpassing estimates, though revenue slightly missed forecasts. The company also increased its quarterly dividend and maintains a "Moderate Buy" analyst rating with an average target price near $1,171.83.
Dec 29, 2025 • MarketBeat
SOMEWHAT-BULLISH
HM Payson & Co. Sells 9,597 Shares of ASML Holding N.V. $ASML
HM Payson & Co. reduced its stake in ASML Holding N.V. by selling 9,597 shares, lowering its total to 98,631 shares valued at approximately $95.48 million. This sale represents an 8.9% reduction and positions ASML as the firm's 23rd largest holding, comprising about 1.4% of its portfolio. While ASML recently surpassed EPS estimates, it missed revenue expectations and has an average price target of $1,171.83 from analysts.
Dec 28, 2025 • Yahoo Finance UK
SOMEWHAT-BULLISH
Cantor Fitzgerald Maintains An Overweight Rating On ASML Holding N.V. (ASML)
Cantor Fitzgerald reiterated an Overweight rating on ASML Holding N.V. (ASML), increasing its price target from €1,150 to €1,300. The firm cited strong demand for semiconductor technology driven by AI deployment and expects continued exposure to AI-related semiconductor names through 2026. This comes despite reports of Chinese semiconductor producers modernizing older ASML equipment amidst export restrictions and a projected sharp drop in ASML's China revenues for 2025.
Dec 28, 2025 • MarketBeat
BULLISH
Valicenti Advisory Services Inc. Buys Shares of 2,705 ASML Holding N.V. $ASML
Valicenti Advisory Services Inc. has acquired 2,705 shares of ASML Holding N.V. in the third quarter, a new position valued at approximately $2.62 million. ASML, traded under the NASDAQ:ASML ticker, continues to demonstrate strong financial performance with a healthy return on equity and net margin, and has recently increased its quarterly dividend. The company maintains a "Moderate Buy" consensus analyst rating and a target price of $1,171.83.
Dec 28, 2025 • MarketBeat
BULLISH
ASML Holding N.V. $ASML Shares Acquired by Carnegie Investment Counsel
Carnegie Investment Counsel significantly increased its stake in ASML Holding N.V. during Q3, now holding 4,892 shares valued at $4.736 million. This move aligns with a broader positive sentiment from Wall Street analysts, who have given ASML a "Moderate Buy" rating with a target price of $1,171.83. The semiconductor giant also reported strong earnings, beating EPS estimates, and raised its quarterly dividend, signaling continued financial health.