Why Analysts Say ASML Is the Top Semiconductor Pick Heading Into 2026

ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus This Week. On December 1, Morgan Stanley reiterated an Overweight rating on the stock with a €1,000.00 price target. The firm is optimistic on the stock driven by positive momentum for lithography demand. Analysts have labeled ASML as its Top Pick in European semiconductors as demand strengthens across memory and logic, and new EUV tool cycles and DRAM transitions signal healthier margins heading into 2026. DRAM cycle and foundry spending a ...