ASML Holding N.V. (NASDAQ:ASML) is one of the 10 Hottest Stocks to Buy in 2026. On January 29, TheFly reported that Bernstein analyst David Dai raised the price target on ASML Holding N.V. (NASDAQ:ASML) from $1,642 to $1,911. The analyst also maintained his Outperform rating on the stock. Bernstein Raises PT on ASML Holding as the Company Updates 2026 Outlook Dai believes ASML stock closed down despite strong Q4 2025 results, driven by concerns about capacity and margin, as well as profit-taking, creati ...

Core Viewpoint - Strong client spending for advanced chips indicates robust demand in the AI sector, despite concerns about a potential bubble [1] Group 1: Company Performance - ASML Holding reported record quarterly orders of €13.16 billion (approximately $15.85 billion) in Q4, significantly up from €7.09 billion a year earlier and exceeding analysts' expectations [3] - Orders for ASML's extreme ultraviolet lithography systems reached €7.4 billion, surpassing forecasts and highlighting strong demand for sophisticated semiconductor manufacturing [3] - ASML will no longer disclose quarterly orders, shifting to annual reporting of total backlog, as executives believe quarterly bookings do not accurately reflect business momentum [4] Group 2: Client Spending and Market Trends - Major clients, including Taiwan Semiconductor Manufacturing Co., Samsung Electronics, and Intel, are investing heavily in ASML's equipment to meet the growing demand for advanced semiconductors [2] - TSMC announced a capital expenditure plan of $52 billion to $56 billion for the year, representing a 27% to 37% increase compared to the previous year, which positively impacted ASML's stock and market value [5] - ASML's CEO noted that customers have a more optimistic outlook on medium-term market conditions, driven by expectations of sustained AI-related demand [6] Group 3: Future Projections - For 2026, ASML projects sales between €34 billion and €39 billion, an increase from €32.67 billion in 2025, indicating improved confidence in future prospects [6]

THE HAGUE, Netherlands (AP) — Dutch semiconductor chip machine maker ASML recorded a record net profit of 9.6 billion euros ($11.5 billion) in 2025 on sales of 32.7 billion euros fueled by AI-driven demand, the company reported Wednesday as it also announced plans to slash its workforce by about 1,700, about 4% of its workforce. The growth comes despite Dutch government restrictions on exports of machines that can be used to make chips that can be integrated into weapons systems. The measures, initially ...