Wall Street Turns Bullish on ASML Holding N.V. (ASML), Here's Why
ASML Holding N.V. (NASDAQ:ASML) is one of the Best Performing Foreign Stocks to Buy Now. ASML Holding N.V. (NASDAQ:ASML) released its fiscal Q4 2025 earnings on January 28. The company topped revenue estimates and reported strong bookings growth. Wall Street has been bullish on the stock ever since.
Recently, on January 29, Barclays upgraded the stock from Hold to Buy without disclosing any price targets. On the same day, Bernstein raised the price target from $1,642 to $1,911 and maintained a Buy rating on the stock.
ASML Holding N.V. (NASDAQ:ASML) reported 20.37% year-over-year revenue growth during the quarter to reach $11.61 billion and topped the estimates by $161. 73 million. However, the EPS of $8.77 fell slightly short by $0.25. Management noted fiscal Q4 to be a record quarter in terms of sales, order intake, and free cash flow generation. Notably, the quarterly bookings reached €13.2 billion in Q4, almost double Wall Street’s expectations.
Analysts at Bernstein noted that out of the €13.2 billion bookings, memory accounts for 56% of the bookings, while logic makes up 44%. Moreover, the backlog reflects a roughly €7 billion quarter-over-quarter increase.
Looking ahead, ASML Holding N.V. (NASDAQ:ASML) expects 2026 total net sales to be in the range of €34 billion and €39 billion, with a gross margin between 51% and 53%.
ASML Holding N.V. (NASDAQ:ASML) is a Dutch company that develops, produces, and services advanced photolithography machines essential for semiconductor manufacturing.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Jensen Huang's sudden resignation shrouded in suspicion: Did the White House secretly intervene? Is a return possible in the future?
Only a few days separated Jensen Huang’s strong support from the board last Sunday and his late-night resignation on Wednesday. Multiple reports of the Wednesday night Nvidia board meeting were co-authored by Washington-based journalists—who do not typically cover Nvidia—fueling rumors of "White House pressure and information leaks." Huang’s unique value lies in leveraging his personal reputation to secure the supply chain and drive the implementation of technological roadmaps, making him difficult to replace. Some analysts note that, drawing on examples such as Steve Jobs’ return to Apple, it is possible that Huang may come back in the future.
Gold recovers from YTD low, retakes $3,900; Fed hike bets and bullish USD to cap gains
Cerebras (CBRS.US) Cloud Business Soars, Masking Hardware Decline; OpenAI Supports Half of Cloud Revenue
Cerebras achieved record Q3 revenue, but hardware income dropped by nearly 30%, while cloud business accounted for two-thirds of total revenue. OpenAI contributed $72.4 million. The company raised its full-year guidance and expects Q4 to be close to breakeven.
Crypto prices
More
