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Wall Street Turns Bullish on ASML Holding N.V. (ASML), Here’s Why
Yahoo Finance· 2026-02-17 17:56
Core Insights - ASML Holding N.V. is recognized as one of the best-performing foreign stocks to buy, following strong fiscal Q4 2025 earnings that exceeded revenue estimates and showcased significant bookings growth [1][4]. Financial Performance - In fiscal Q4 2025, ASML reported a revenue of $11.61 billion, reflecting a year-over-year growth of 20.37%, surpassing estimates by $161.73 million [4]. - The earnings per share (EPS) was $8.77, which was slightly below expectations by $0.25 [4]. - The company achieved record sales, order intake, and free cash flow generation during the quarter [4]. Bookings and Market Outlook - Quarterly bookings reached €13.2 billion, nearly double Wall Street's expectations, with memory accounting for 56% and logic for 44% of the bookings [5]. - ASML's backlog saw a quarter-over-quarter increase of approximately €7 billion [5]. - For 2026, ASML anticipates total net sales to be between €34 billion and €39 billion, with a gross margin projected between 51% and 53% [5]. Analyst Ratings - Barclays upgraded ASML's stock from Hold to Buy on January 29, without providing specific price targets [2]. - Bernstein raised its price target for ASML from $1,642 to $1,911 while maintaining a Buy rating [2].