9 October 2025 | 8:31AM BST Equity Research ASML Holding (ASML.AS): Robust AI picture, positively revised WFE forecasts and strengthening customer data points; reiterate Buy We continue to see ASML as a clear beneficiary of improved leading-edge Logic/Memory demand from AI as illustrated by recent commentary from the AI ecosystem. Notably, data points have inflected positively in four out of six of the categories in our Europe Semicap tracker. Moreover, our US semis team positively revised its growth expect ...

October 7, 2025 03:00 AM GMT ASML Holding NV | Europe ASML Holding NV (ASML.AS, ASML NA) ADRASML.O Technology - European Semiconductors | Netherlands | Stock Rating | Overweight | | --- | --- | | Industry View | In-Line | | Price target | €950.00 | | Shr price, close (Oct 3, 2025) | €880.10 | | 52-Week Range | €888.40-508.40 | | Mkt cap, curr (mn) | €349,950 | | Net debt (12/25e) (mn)* | €(4,841) | | EV, curr (mn)* | €341,896 | * = GAAP or approximated based on GAAP Feedback: Market Readied for Turnaround A ...

17 September 2025 | 8:35AM BST ASML Holding (ASML.AS): Improving leading-edge demand trends in addition to continued AI tailwinds with inexpensive valuation, Ayo Odunaiya +44(20)7051-5995 | ayo.x.odunaiya@gs.com Goldman Sachs International Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 10 September 2025 | 4:39AM BST ASML Holding (ASML.AS): Communacopia + Technology Conference — Key Takeaways Bottom Line: Key takeaways included: 1) Samsung, Intel and EU trade deal news flow since results incrementally positive for ASML in 2026, 2) China demand gradually normalising, with historical regional demand having surprised positively in a number of prior years, 3) Leading-edge Logic demand shows no signs of disruption, with baseline well-defined, 4) DRAM EUV adoption of ...