ASML (NASDAQ:ASML) Stock Price Up 1% – What’s Next?

Posted by George Bondi on Sep 17th, 2026

ASML Holding N.V. (NASDAQ:ASML – Get Free Report) shares shot up 1% on Tuesday . The stock traded as high as $1,616.55 and last traded at $1,591.48. 1,570,420 shares traded hands during trading, a decline of 12% from the average session volume of 1,786,992 shares. The stock had previously closed at $1,575.15.

Trending Headlines about ASML

Here are the key news stories impacting ASML this week:

Positive Sentiment: AI-driven lithography bottleneck supports pricing power. Reports say demand is no longer the main constraint; ASML’s ability to assemble and deliver a limited number of EUV systems is emerging as the key industry bottleneck through 2028. That scarcity reinforces the company’s strategic importance and could support revenue visibility and margins. ASML Gains as a 110-Machine Bottleneck Defines 2028
Positive Sentiment: ASML’s monopoly remains a core investment argument. Commentary comparing ASML with Taiwan Semiconductor Manufacturing emphasizes that every leading-edge chip fabricated by TSMC requires ASML’s critical lithography equipment. This “picks-and-shovels” role gives ASML exposure to growth across competing chipmakers rather than dependence on any single semiconductor winner. ASML Vs. Taiwan Semiconductor Manufacturing
Positive Sentiment: India expansion adds a longer-term growth opportunity. ASML plans to deepen its presence in India as Tata Electronics develops a semiconductor fab, positioning the company to benefit from India’s projected semiconductor-market expansion and future demand for advanced manufacturing equipment. ASML to Deepen India Presence
Neutral Sentiment: Investor attention is elevated. Zacks reports increased interest in ASML, while recent comparisons with TSMC frame both companies as beneficiaries of strong AI-related semiconductor spending. The coverage may improve visibility but does not itself change fundamentals. ASML Is Attracting Investor Attention
Negative Sentiment: AI demand faces a potential pace-related risk. Some AI researchers and technology executives are calling for slower frontier-model development because of safety and regulatory concerns. A slowdown in data-center construction or AI-compute investment could eventually pressure orders, although the near-term impact remains uncertain. ASML Faces Fresh Questions Over Future AI Demand
Negative Sentiment: Competitive and technical limitations remain risks. Canon and Nikon are developing alternative chipmaking tools, while ASML’s EUV systems cannot solve every advanced-packaging and chip-design constraint. Workarounds may raise customers’ costs and could temper returns despite ASML’s dominant position. Chasing ASML’s Dominance

Analysts Set New Price Targets

ASML has been the subject of a number of analyst reports. Wells Fargo & Company raised their price objective on shares of ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Sanford C. Bernstein raised their price objective on shares of ASML from $1,971.00 to $2,623.00 and gave the company an “outperform” rating in a research report on Monday, July 6th. Morgan Stanley restated an “overweight” rating on shares of ASML in a research report on Tuesday, July 7th. Cantor Fitzgerald restated an “overweight” rating on shares of ASML in a research report on Monday. Finally, Barclays reaffirmed an “overweight” rating on shares of ASML in a research note on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,970.33.

View Our Latest Report on ASML

ASML Trading Up 1.5%

The firm has a market cap of $639.27 billion, a PE ratio of 50.62, a PEG ratio of 0.80 and a beta of 1.79. The firm has a fifty day simple moving average of $1,726.38 and a two-hundred day simple moving average of $1,613.27. The company has a current ratio of 1.33, a quick ratio of 0.80 and a debt-to-equity ratio of 0.09.

ASML (NASDAQ:ASML – Get Free Report) last posted its earnings results on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share (EPS) for the quarter. The firm had revenue of $10.62 billion for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%. Equities analysts forecast that ASML Holding N.V. will post 44.18 EPS for the current year.

ASML Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Tuesday, July 28th were given a $2.1507 dividend. This represents a $8.60 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Tuesday, July 28th. ASML’s dividend payout ratio (DPR) is currently 22.62%.

Hedge Funds Weigh In On ASML

Several hedge funds and other institutional investors have recently modified their holdings of ASML. Van ECK Associates Corp lifted its stake in shares of ASML by 31.7% in the 2nd quarter. Van ECK Associates Corp now owns 2,459,420 shares of the semiconductor company’s stock valued at $4,892,869,000 after purchasing an additional 592,125 shares during the period. Fisher Asset Management LLC raised its holdings in ASML by 3.0% in the fourth quarter. Fisher Asset Management LLC now owns 4,484,949 shares of the semiconductor company’s stock worth $4,798,268,000 after purchasing an additional 132,353 shares in the last quarter. BlackRock Inc. raised its holdings in ASML by 4.9% in the second quarter. BlackRock Inc. now owns 1,282,190 shares of the semiconductor company’s stock worth $2,550,840,000 after purchasing an additional 59,888 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in ASML by 6.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,641,565 shares of the semiconductor company’s stock valued at $2,168,227,000 after buying an additional 96,860 shares during the period. Finally, Bank of America Corp DE lifted its position in ASML by 1.2% during the first quarter. Bank of America Corp DE now owns 1,560,256 shares of the semiconductor company’s stock valued at $2,060,833,000 after buying an additional 19,051 shares during the period. Hedge funds and other institutional investors own 26.07% of the company’s stock.

ASML Company Profile

(Get Free Report)

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment uses light to project intricate circuit patterns onto silicon wafers, an essential step in the production of chips for computers, smartphones, automobiles, data centers and other electronic devices.

The company’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems and advanced metrology and inspection technologies.