ASML (NASDAQ:ASML) Trading Up 1.7% – Should You Buy?

ASML Holding N.V. (NASDAQ:ASMLGet Free Report)’s stock price was up 1.7% during mid-day trading on Thursday . The company traded as high as $1,638.70 and last traded at $1,629.67. 1,391,765 shares were traded during trading, a decline of 22% from the average session volume of 1,781,412 shares. The stock had previously closed at $1,602.22.

Key ASML News

Here are the key news stories impacting ASML this week:

  • Positive Sentiment: ASML’s EUV monopoly remains the central bullish driver. The company is still described as the only supplier of extreme-ultraviolet lithography systems required for the most advanced chips. TSMC and other leading manufacturers cannot produce cutting-edge AI processors without ASML equipment, reinforcing the company’s pricing power and strategic importance. The Companies Elon Musk Tried to Kill and Couldn’t Are Your Biggest Opportunities
  • Positive Sentiment: Capacity constraints could support revenue visibility. Reports say demand for AI-related chips is not currently the primary bottleneck; ASML’s ability to assemble and deliver enough advanced lithography systems—estimated at roughly 110 machines shaping 2028 capacity—is the tighter constraint. Limited supply may sustain strong order backlogs and margins. ASML Gains as a 110-Machine Bottleneck Defines 2028
  • Positive Sentiment: India expansion adds a potential long-term growth market. ASML plans to deepen its presence in India as Tata Electronics develops a semiconductor fabrication facility. The company sees India’s semiconductor market reaching approximately $120 billion by 2030, creating opportunities for equipment sales, services and technical support. Semicon India 2026: ASML to deepen India presence
  • Positive Sentiment: Recent results and investor interest remain supportive. ASML recently reported quarterly revenue of $10.62 billion and EPS of $8.65, while its long-term role as a “picks-and-shovels” supplier to multiple chipmakers continues to attract investor attention. ASML Holding Is Attracting Investor Attention
  • Neutral Sentiment: Canon and Nikon are developing alternative chip-manufacturing technologies. The companies may gain share in selected lithography and memory applications, but current reports do not indicate an imminent threat to ASML’s EUV leadership. Chasing ASML’s Dominance
  • Negative Sentiment: Questions about the pace of AI spending pose a risk. AI researchers and technology executives have called for slower frontier-model development, raising concerns that data-center expansion and orders for advanced chips—and consequently lithography equipment—could eventually moderate. ASML Faces Fresh Questions Over Future AI Demand

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on ASML shares. Morgan Stanley reiterated an “overweight” rating on shares of ASML in a research report on Tuesday, July 7th. Sanford C. Bernstein boosted their price target on ASML from $1,971.00 to $2,623.00 and gave the company an “outperform” rating in a research note on Monday, July 6th. Barclays reaffirmed an “overweight” rating on shares of ASML in a research note on Thursday, July 16th. The Goldman Sachs Group reissued a “buy” rating on shares of ASML in a report on Thursday, June 11th. Finally, Citigroup reaffirmed a “buy” rating on shares of ASML in a report on Friday, July 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, ASML has a consensus rating of “Moderate Buy” and a consensus price target of $1,970.33.

View Our Latest Stock Analysis on ASML

ASML Trading Up 1.7%

The company has a market capitalization of $640.92 billion, a price-to-earnings ratio of 50.71, a P/E/G ratio of 0.80 and a beta of 1.79. The company has a current ratio of 1.33, a quick ratio of 0.80 and a debt-to-equity ratio of 0.09. The business’s 50 day moving average price is $1,726.38 and its two-hundred day moving average price is $1,613.27.

ASML (NASDAQ:ASMLGet Free Report) last issued its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 EPS for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. The business had revenue of $10.62 billion during the quarter. On average, equities analysts predict that ASML Holding N.V. will post 44.18 earnings per share for the current fiscal year.

ASML Cuts Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th were issued a $2.1507 dividend. This represents a $8.60 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Tuesday, July 28th. ASML’s dividend payout ratio is presently 22.62%.

Institutional Trading of ASML

Hedge funds and other institutional investors have recently made changes to their positions in the company. NBH Bank acquired a new stake in ASML during the 2nd quarter worth approximately $26,000. Field & Main Bank acquired a new position in ASML in the 2nd quarter valued at approximately $30,000. Tsfg LLC bought a new position in shares of ASML during the second quarter valued at $44,000. Cornerstone Financial Management LLC bought a new position in shares of ASML during the fourth quarter valued at $26,000. Finally, Portus Wealth Advisors LLC acquired a new position in shares of ASML during the first quarter worth $32,000. 26.07% of the stock is currently owned by institutional investors.

About ASML

(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.

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