ASML (NASDAQ:ASML) Upgraded to “Strong-Buy” at DZ Bank

DZ Bank upgraded shares of ASML (NASDAQ:ASML) from a hold rating to a strong-buy rating in a research report released on Thursday,Zacks.com reports.

Several other analysts have also weighed in on ASML. Sanford C. Bernstein lifted their target price 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. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of ASML in a report on Friday, July 10th. Argus set a $2,100.00 target price on ASML in a report on Thursday. The Goldman Sachs Group restated a “buy” rating on shares of ASML in a research report on Thursday, June 11th. Finally, Morningstar lowered ASML to a “sell” rating in a research note on Wednesday, May 27th. Four research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,970.33.

ASML Price Performance

Shares of ASML stock opened at $1,747.58 on Thursday. ASML has a 12 month low of $683.48 and a 12 month high of $1,999.96. The company has a market capitalization of $687.29 billion, a P/E ratio of 54.37, a P/E/G ratio of 1.09 and a beta of 1.78. The stock has a 50 day moving average of $1,731.99 and a two-hundred day moving average of $1,500.42. The company has a current ratio of 1.33, a quick ratio of 0.78 and a debt-to-equity ratio of 0.09.

ASML (NASDAQ:ASML) last issued its earnings results on Monday, March 30th. The semiconductor company reported $8.28 EPS for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%.The business had revenue of $10.15 billion during the quarter. As a group, equities analysts expect that ASML will post 36.6 EPS for the current year.

ASML Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Tuesday, July 28th will be paid a $2.1507 dividend. The ex-dividend date is Tuesday, July 28th. This represents a $8.60 dividend on an annualized basis and a dividend yield of 0.5%. ASML’s payout ratio is 38.63%.

Institutional Investors Weigh In On ASML

Large investors have recently bought and sold shares of the business. Arrowstreet Capital Limited Partnership boosted its holdings in ASML by 195.8% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,544,705 shares of the semiconductor company’s stock valued at $1,652,618,000 after acquiring an additional 1,022,532 shares during the last quarter. Sei Investments Co. increased its position in ASML by 223.7% in the first quarter. Sei Investments Co. now owns 287,225 shares of the semiconductor company’s stock worth $379,368,000 after purchasing an additional 198,505 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in ASML by 14.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,526,411 shares of the semiconductor company’s stock worth $1,633,046,000 after purchasing an additional 193,068 shares during the last quarter. Invesco Ltd. raised its holdings in ASML by 21.3% during the 3rd quarter. Invesco Ltd. now owns 849,602 shares of the semiconductor company’s stock worth $822,492,000 after purchasing an additional 148,948 shares during the last quarter. Finally, Sands Capital Management LLC lifted its position in ASML by 26.6% during the 4th quarter. Sands Capital Management LLC now owns 669,985 shares of the semiconductor company’s stock valued at $716,790,000 after purchasing an additional 140,821 shares during the period. 26.07% of the stock is currently owned by institutional investors.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML reported a Q2 earnings beat, with revenue and margins helped by stronger Installed Base Management sales and lithography shipments, and management raised its 2026 outlook again as AI-driven chip demand remains robust.
• Positive Sentiment: Several Wall Street firms turned more bullish, including JPMorgan raising its price target to $2,400 and other notes lifting fair value estimates on expectations for fuller EUV order books, stronger AI infrastructure demand, and better long-term shipment and margin assumptions.
• Positive Sentiment: ASML’s High-NA EUV momentum and broader industry tailwinds are reinforcing its role as a key AI enabler, with analysts pointing to strong unit demand, capacity expansion, and improving pricing power as support for multi-year growth.
• Neutral Sentiment: ASML announced a quarterly dividend of $2.1507 per share, with the ex-dividend date set for July 28 and payment due August 5; this is a shareholder-return update rather than a major operating catalyst.
• Negative Sentiment: Some investors remain cautious because valuation is already rich, and analysts note that forward estimates may be constrained by slower sales growth, even as the company benefits from AI demand.
• Negative Sentiment: Geopolitical risk is still a headwind, with China now expected to contribute about 20% of 2026 revenue and U.S.-China export restrictions creating uncertainty around future chipmaking equipment sales.

About ASML

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.