ASML (NASDAQ:ASML) Stock Price Up 1.7% – Still a Buy?

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

Trending Headlines about ASML

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

Analyst Ratings Changes

ASML has been the subject of a number of recent analyst reports. Argus set a $2,100.00 target price on shares of ASML in a research report on Thursday, July 16th. Weiss Ratings raised ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, July 17th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of ASML in a report on Friday, July 10th. Sanford C. Bernstein increased their price target on ASML from $1,971.00 to $2,623.00 and gave the company an “outperform” rating in a research report on Monday, July 6th. Finally, Bank of America increased their price objective on shares of ASML from $2,268.00 to $2,345.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, ASML presently has an average rating of “Moderate Buy” and a consensus price target of $1,970.33.

ASML Trading Up 1.7%

The company has a market capitalization of $640.92 billion, a PE ratio of 50.71, a PEG ratio of 0.80 and a beta of 1.79. The stock has a fifty day moving average of $1,726.38 and a two-hundred day 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) last posted its earnings results on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. The company had revenue of $10.62 billion during the quarter. As a group, sell-side analysts anticipate that ASML Holding N.V. will post 44.18 earnings per share for the current fiscal year.

ASML Cuts Dividend

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

Institutional Trading of ASML

A number of institutional investors have recently modified their holdings of ASML. Twin Peaks Capital Ltd acquired a new position in shares of ASML in the second quarter worth about $5,968,000. Sequoia Financial Advisors LLC lifted its stake in ASML by 1.2% in the second quarter. Sequoia Financial Advisors LLC now owns 5,611 shares of the semiconductor company’s stock valued at $11,163,000 after buying an additional 65 shares during the last quarter. MCF Advisors LLC raised its holdings in shares of ASML by 10.1% in the second quarter. MCF Advisors LLC now owns 175 shares of the semiconductor company’s stock valued at $348,000 after buying an additional 16 shares during the last quarter. Scholtz & Company LLC raised its position in ASML by 9.6% during the 2nd quarter. Scholtz & Company LLC now owns 4,116 shares of the semiconductor company’s stock worth $8,189,000 after buying an additional 362 shares during the last quarter. Finally, Whetstone Capital Advisors LLC purchased a new position in ASML in the second quarter valued at about $808,000. 26.07% of the stock is currently owned by institutional investors.

ASML Company Profile

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.