Wall Street Has a Positive Opinion on ASML Holding N.V. (ASML), Here’s Why

Core Viewpoint - ASML Holding N.V. (NASDAQ:ASML) is recognized as one of the best non-US stocks to buy according to hedge funds, with a significant price surge of over 32.86% and a positive outlook from Wall Street suggesting further upside potential [1] Analyst Ratings and Price Targets - Bernstein analyst David Dai maintained a Hold rating on ASML with a price target of €800 [2] - Bank of America Securities analyst Didier Scemama reiterated a Buy rating and raised the price target from $1,092 to $1,331 [2] - J.P. Morgan also reiterated a Buy rating and included ASML in its top picks for the semiconductor capital equipment group for 2026 [4] Future Outlook and Market Position - Analyst Didier Scemama highlighted ASML as one of the best picks for 2026, expecting fiscal 2027 to be an inflection point that will lead to a higher re-rate of the stock price [3] - The anticipated growth is driven by increased intensity in lithography and gaining more DRAM market share, alongside improvements in gross margins and revenue mix [3] - J.P. Morgan expects the memory segment to be a key driver for ASML, with strong order expectations in the last quarter of 2025 [4] Company Overview - ASML Holding N.V. specializes in the development, production, marketing, sales, upgrades, and servicing of advanced semiconductor equipment systems, focusing primarily on lithography, metrology, and inspection tools [5]