ASML's (ASML) "Buy" Rating Reiterated at Deutsche Bank Aktiengesellschaft

Key Points

• Deutsche Bank reiterated a "Buy" on ASML, joining many analysts: two rate it Strong Buy, 21 Buy, six Hold and two Sell, with an average price target of $1,504.38 (consensus: Moderate Buy).
• Q1 beat expectations and ASML raised its FY2026 sales outlook to €36–€40B while reiterating mid‑50s gross‑margin ambition, driven by strong AI‑related demand and customer validation from TSMC/hyperscalers.
• Near‑term headwinds — supply‑chain constraints, negative free cash flow, a softer Q2 guide (gross margin ~51–52%) and China export‑control uncertainty — spooked traders and contributed to an intraday pullback (~4.6%).

ASML (NASDAQ:ASML - Get Free Report)'s stock had its "buy" rating reiterated by analysts at Deutsche Bank Aktiengesellschaft in a report issued on Thursday,MarketScreener reports.

A number of other research analysts have also recently issued reports on the stock. TD Cowen reaffirmed a "buy" rating on shares of ASML in a report on Wednesday, January 28th. Sanford C. Bernstein raised their price target on shares of ASML to $1,971.00 and gave the stock a "buy" rating in a report on Thursday, March 26th. Susquehanna reaffirmed a "positive" rating on shares of ASML in a report on Thursday, April 9th. UBS Group reaffirmed a "buy" rating on shares of ASML in a report on Wednesday. Finally, Morgan Stanley reaffirmed an "overweight" rating on shares of ASML in a report on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $1,504.38.

ASML Trading Down 4.6%

NASDAQ ASML opened at $1,413.18 on Thursday. The company has a fifty day simple moving average of $1,396.01 and a two-hundred day simple moving average of $1,214.50. The stock has a market cap of $555.78 billion, a P/E ratio of 54.93, a P/E/G ratio of 1.64 and a beta of 1.88. ASML has a 12-month low of $614.06 and a 12-month high of $1,547.22. The company has a current ratio of 1.26, a quick ratio of 0.79 and a debt-to-equity ratio of 0.14.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the business. Nations Financial Group Inc. IA ADV purchased a new position in shares of ASML during the first quarter worth $291,000. Brady Martz Wealth Solutions LLC raised its holdings in shares of ASML by 37.6% during the first quarter. Brady Martz Wealth Solutions LLC now owns 271 shares of the semiconductor company's stock worth $358,000 after purchasing an additional 74 shares during the last quarter. Weatherly Asset Management L. P. raised its holdings in shares of ASML by 2.5% during the first quarter. Weatherly Asset Management L. P. now owns 13,859 shares of the semiconductor company's stock worth $18,306,000 after purchasing an additional 340 shares during the last quarter. J. Derek Lewis & Associates Inc. purchased a new position in shares of ASML during the fourth quarter worth $437,000. Finally, Osbon Capital Management LLC purchased a new position in shares of ASML during the fourth quarter worth $218,000. Hedge funds and other institutional investors own 26.07% of the company's stock.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Q1 beat and strong results: ASML topped EPS expectations and reported €8.8B in net sales and €2.8B net income, underscoring robust demand for advanced lithography tools. ASML Q1 2026 Earnings Call Transcript
• Positive Sentiment: Raised 2026 sales outlook: Management narrowed/raised FY2026 sales guidance to €36–€40B and reiterated mid‑50s gross‑margin ambition for the year, signaling stronger AI‑related orders. ASML lifts 2026 outlook
• Positive Sentiment: Market validation from customers: ASML and TSMC commentary point to accelerating hyperscaler and memory capex for AI, supporting a multi‑year equipment cycle. ASML and TSMC: AI spending isn't slowing
• Neutral Sentiment: Operational constraints and cash flow: ASML flagged supply‑chain challenges and posted negative free cash flow in Q1, which may temper near‑term earnings quality until inventories and execution normalize. Q1 highlights and operational notes
• Neutral Sentiment: Capital return: Company completed a ~€1.0B share action, supporting shareholder returns but modest vs market cap. AI outlook and China note
• Negative Sentiment: Softer near‑term guide and margins: Q2 guidance implies lower system volumes and a gross‑margin pullback (guidance ~51%–52% vs Q1), which spooked some traders despite the beat. Near‑term margin/volume concerns
• Negative Sentiment: China export controls and demand visibility: Export bans and the decision to stop publishing quarterly bookings increase uncertainty around China sales and near‑term order visibility, pressuring sentiment. China curbs and visibility concerns
• Negative Sentiment: Share reaction: Some outlets note an intraday pullback (stocks slid in response to the mixed near‑term picture), illustrating buy‑the‑rumor/sell‑the‑news dynamics. ASML stock reaction

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.

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