Solidarity Wealth LLC Sells 7,428 Shares of ASML Holding N.V. $ASML

Solidarity Wealth LLC lessened its holdings in ASML Holding N.V. (NASDAQ:ASML) by 53.4% during the 3rd quarter, HoldingsChannel reports. The firm owned 6,481 shares of the semiconductor company’s stock after selling 7,428 shares during the period. ASML accounts for approximately 1.3% of Solidarity Wealth LLC’s portfolio, making the stock its 25th largest position. Solidarity Wealth LLC’s holdings in ASML were worth $6,274,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the business. Fisher Asset Management LLC increased its holdings in shares of ASML by 6.3% in the 2nd quarter. Fisher Asset Management LLC now owns 4,244,254 shares of the semiconductor company’s stock worth $3,401,304,000 after buying an additional 250,934 shares during the last quarter. Acadian Asset Management LLC grew its position in ASML by 114.3% in the second quarter. Acadian Asset Management LLC now owns 329,878 shares of the semiconductor company’s stock worth $264,333,000 after acquiring an additional 175,939 shares in the last quarter. Rafferty Asset Management LLC grew its position in ASML by 32.4% in the second quarter. Rafferty Asset Management LLC now owns 413,280 shares of the semiconductor company’s stock worth $331,198,000 after acquiring an additional 101,041 shares in the last quarter. Marshall Wace LLP increased its stake in ASML by 1,638.6% during the second quarter. Marshall Wace LLP now owns 75,928 shares of the semiconductor company’s stock worth $60,848,000 after acquiring an additional 80,863 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA raised its position in ASML by 14.1% during the second quarter. Massachusetts Financial Services Co. MA now owns 583,093 shares of the semiconductor company’s stock valued at $467,285,000 after purchasing an additional 72,164 shares during the period. Institutional investors own 26.07% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on ASML. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of ASML in a report on Wednesday, December 10th. Rothschild Redb upgraded shares of ASML from a “hold” rating to a “strong-buy” rating in a research report on Friday, November 7th. Cantor Fitzgerald restated an “overweight” rating on shares of ASML in a report on Tuesday, December 16th. Barclays reaffirmed a “neutral” rating on shares of ASML in a research note on Wednesday, December 17th. Finally, Jefferies Financial Group reissued a “neutral” rating on shares of ASML in a research report on Monday, October 13th. Three investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, ASML presently has a consensus rating of “Moderate Buy” and an average target price of $1,270.67.

ASML Price Performance

NASDAQ ASML opened at $1,273.88 on Friday. The company has a market cap of $500.99 billion, a PE ratio of 51.85, a P/E/G ratio of 1.89 and a beta of 1.86. ASML Holding N.V. has a 52-week low of $578.51 and a 52-week high of $1,282.00. 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’s 50 day moving average price is $1,075.08 and its 200-day moving average price is $925.30.

ASML (NASDAQ:ASML) last announced its earnings results on Wednesday, October 15th. The semiconductor company reported $6.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.27 by $0.14. ASML had a return on equity of 47.74% and a net margin of 27.08%.The business had revenue of $8.80 billion for the quarter, compared to analysts’ expectations of $8.99 billion. During the same quarter last year, the firm earned $5.28 EPS. The business’s revenue for the quarter was up .7% on a year-over-year basis. Sell-side analysts forecast that ASML Holding N.V. will post 25.17 EPS for the current fiscal year.

ASML Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, November 6th. Shareholders of record on Wednesday, October 29th were paid a $1.857 dividend. This represents a $7.43 annualized dividend and a yield of 0.6%. This is a boost from ASML’s previous quarterly dividend of $1.86. The ex-dividend date was Wednesday, October 29th. ASML’s payout ratio is presently 25.80%.

Key Headlines Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Forbes outlines a bullish 2026 outlook for ASML driven by high‑NA EUV development and DRAM demand, noting several analyst upgrades and price targets as high as $1,500—supporting upside expectations for revenue and longer‑term margins. What 2026 Has In Store For ASML: High-NA EUV, DRAM
• Positive Sentiment: Bernstein upgraded ASML to Outperform and raised its target to €1,300 (from €800), citing a string of near‑term catalysts and what it sees as sizable upside in 2026–27 equipment demand—an influential upgrade helping to lift sentiment. Why Bernstein Sees 2026–27 as “Big Years” for ASML
• Positive Sentiment: Bank of America Securities initiated/returned ASML to a Buy stance (Globe and Mail report), another large house adding conviction to the upgrade-driven rally. ASML Holding (ASML) Gets a Buy from Bank of America Securities
• Positive Sentiment: Berenberg Bank issued a Buy on ASML (Globe and Mail), adding to the cluster of brokerages upgrading coverage—amplifying short‑term buying interest. ASML Holding NV (0QB8) Receives a Buy from Berenberg Bank
• Positive Sentiment: Mizuho reiterated its Buy on ASML, reinforcing broad analyst support and reducing the risk of a short‑term pullback while upgrades accumulate. Mizuho Securities Remains a Buy on ASML Holding NV (0QB8)
• Positive Sentiment: Market commentary highlights rare bullish institutional inflows and long‑term outperformance since 1997, a data point some traders cite as technical support for the rally. See How ASML Thrives on Rare Bullish Inflows
• Positive Sentiment: Coverage notes and brief press pieces link recent analyst actions to immediate buying (shares rose after upgrades), reinforcing momentum trading into the headline‑driven rebound. ASML (NASDAQ:ASML) Shares Up 1.1% After Analyst Upgrade
• Neutral Sentiment: Yahoo Finance reviews how recent analyst shifts are changing the narrative on ASML—useful context for investors but largely a summary of the upgrades and differing price targets rather than new fundamentals. How Recent Analyst Shifts Are Rewriting The Story For ASML Holding (ENXTAM:ASML)
• Neutral Sentiment: ASML issued a statement saying social‑media hacking claims are untrue, removing a short‑term reputational overhang but with limited lasting market impact. ASML says social media hacking claims are untrue
• Negative Sentiment: Zacks explained a recent intraday dip that briefly saw ASML underperform broader markets—reminder that the rally can be volatile and sensitive to news flow and profit‑taking. Why ASML (ASML) Dipped More Than Broader Market Today
• Negative Sentiment: Some reports note that Bernstein trimmed or adjusted an earlier very high (eye‑popping) price target, a reminder that analyst views can swing and that headline targets are not uniform. Bernstein drops eye-popping price target on ASML stock

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.