ASML’s (ASML) “Buy” Rating Reaffirmed at UBS Group

UBS Group restated their buy rating on shares of ASML (NASDAQ:ASML) in a research note released on Wednesday,MarketScreener reports.

Other research analysts also recently issued reports about the company. Weiss Ratings upgraded ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, February 26th. Susquehanna reiterated a “positive” rating on shares of ASML in a research report on Thursday, April 9th. Jefferies Financial Group reiterated a “neutral” rating on shares of ASML in a research report on Wednesday, April 8th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of ASML in a research report on Monday. Finally, Wells Fargo & Company raised their price target on ASML from $1,450.00 to $1,650.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Two investment 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. According to data from MarketBeat, ASML currently has an average rating of “Moderate Buy” and a consensus price target of $1,482.50.

ASML Trading Down 2.4%

ASML stock opened at $1,481.77 on Wednesday. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.26 and a quick ratio of 0.79. The company has a market capitalization of $582.75 billion, a price-to-earnings ratio of 57.39, a PEG ratio of 1.64 and a beta of 1.88. ASML has a 1-year low of $614.06 and a 1-year high of $1,547.22. The business has a 50 day simple moving average of $1,396.01 and a two-hundred day simple moving average of $1,214.50.

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 $3.1771 dividend. The ex-dividend date is Monday, April 27th. This is a positive change from ASML’s previous quarterly dividend of $1.88. This represents a $12.71 dividend on an annualized basis and a yield of 0.9%. ASML’s payout ratio is 25.10%.

Institutional Trading of ASML

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Nations Financial Group Inc. IA ADV purchased a new position in shares of ASML during the first quarter valued at $291,000. Brady Martz Wealth Solutions LLC increased its stake in shares of ASML by 37.6% during the first quarter. Brady Martz Wealth Solutions LLC now owns 271 shares of the semiconductor company’s stock valued at $358,000 after buying an additional 74 shares during the period. Weatherly Asset Management L. P. increased its stake in shares of ASML by 2.5% during the first quarter. Weatherly Asset Management L. P. now owns 13,859 shares of the semiconductor company’s stock valued at $18,306,000 after buying an additional 340 shares during the period. J. Derek Lewis & Associates Inc. purchased a new position in shares of ASML during the fourth quarter valued at $437,000. Finally, Osbon Capital Management LLC purchased a new position in shares of ASML during the fourth quarter valued at $218,000. Hedge funds and other institutional investors own 26.07% of the company’s stock.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Raised full‑year guidance and strong Q1 profit — ASML reported €8.8B in Q1 sales, €2.8B net income (and an EPS beat) and narrowed/raised 2026 net‑sales guidance to €36–€40B, supporting the long‑term AI/memory equipment cycle. ASML reports €8.8 billion total net sales and €2.8 billion net income in Q1 2026
• Positive Sentiment: AI and memory demand remain the structural driver — management and analysts highlight accelerating orders from memory and logic customers (TSMC, Samsung, SK Hynix, Micron) and expect EUV systems to be a growing, higher‑margin mix (company targeting at least ~80 low‑NA/EUV units by 2027). ASML narrows 2026 sales outlook … targets at least 80 low‑NA EUV units
• Positive Sentiment: Analyst support remains strong — multiple firms reaffirmed buy/overweight ratings after the results (Goldman Sachs, Barclays, UBS, JPMorgan), which limits downside from sell‑side repositioning. Goldman Sachs reaffirms buy
• Neutral Sentiment: Revenue vs. consensus mixed — Q1 revenue (~$10.07B) rose year‑over‑year but came in slightly below some consensus estimates despite the EPS beat, producing a muted market reaction. Q1 earnings and press release
• Neutral Sentiment: Regional shift in demand — South Korea overtook China as ASML’s largest market last quarter, reflecting changing end‑customer capex patterns rather than a company‑level problem. South Korea overtook China as ASML’s largest market
• Negative Sentiment: Softer near‑term margin and shipment guidance — ASML guided Q2 gross margin to ~51%–52% (down vs Q1) and reported a sequential drop in system shipments (67 in Q1 vs 94 in Q4), raising concerns about near‑term cadence and margin pressure. QuiverQuant margin and shipment analysis
• Negative Sentiment: Export‑control uncertainty and China exposure — Management flagged outcomes could vary with ongoing export‑control discussions, keeping a cloud over future China sales and timing of shipments. Reuters: ASML lifts 2026 outlook
• Negative Sentiment: Market reaction: buy‑the‑rumor/sell‑the‑news and reporting changes — Some investors sold into the beat‑and‑raise after pre‑earnings run‑up, and changes in how ASML reports near‑term metrics added to short‑term volatility. Buy the rumor, sell the news analysis

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.