ASML Holding (ASML)
ASML continues to attract strong and broad-based analyst support, underscoring confidence in its dominant position in advanced semiconductor manufacturing equipment and long-term structural demand for leading-edge chips:
Deutsche Bank reiterated a Buy rating, maintaining a positive long-term outlook supported by ASML’s technology leadership and backlog visibility.
Goldman Sachs reiterated a Buy rating, reinforcing confidence in ASML’s exposure to AI-driven semiconductor capital spending and advanced manufacturing complexity.
Jefferies Financial Group reiterated a Neutral rating, reflecting valuation sensitivity despite ASML’s best-in-class positioning.
Royal Bank of Canada raised its price target to $1,625 from $1,550 while maintaining an Outperform rating, reflecting sustained demand for EUV systems and strong long-term customer investment plans.
Sanford C. Bernstein set a $1,911 price target, signaling a bullish long-term view driven by ASML’s near-monopoly in EUV lithography and expanding high-margin service revenue.
TD Cowen reiterated a Buy rating, highlighting confidence in ASML’s earnings resilience and strategic role in the global semiconductor supply chain.
UBS Group reiterated a Buy rating, pointing to strong backlog visibility and increasing demand for next-generation High-NA EUV systems.
Wells Fargo & Company raised its price target to $1,650 from $1,450 while maintaining an Overweight rating, reflecting improved order visibility and multi-year growth drivers tied to AI and advanced logic nodes.
Outlook
Analyst sentiment on ASML remains overwhelmingly positive, with multiple target increases and reiterated Buy-equivalent ratings reinforcing confidence in the company’s long-term growth outlook. While near-term semiconductor demand cycles remain a watch point, ASML’s technological leadership, backlog visibility, and exposure to secular drivers such as AI and advanced logic manufacturing continue to underpin bullish analyst expectations.
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