Wall Street Turns Bullish on ASML Holding N.V. (ASML), Here's Why
ASML Holding N.V. (NASDAQ:ASML) is one of the Best Performing Foreign Stocks to Buy Now. ASML Holding N.V. (NASDAQ:ASML) released its fiscal Q4 2025 earnings on January 28. The company topped revenue estimates and reported strong bookings growth. Wall Street has been bullish on the stock ever since.
Recently, on January 29, Barclays upgraded the stock from Hold to Buy without disclosing any price targets. On the same day, Bernstein raised the price target from $1,642 to $1,911 and maintained a Buy rating on the stock.
ASML Holding N.V. (NASDAQ:ASML) reported 20.37% year-over-year revenue growth during the quarter to reach $11.61 billion and topped the estimates by $161. 73 million. However, the EPS of $8.77 fell slightly short by $0.25. Management noted fiscal Q4 to be a record quarter in terms of sales, order intake, and free cash flow generation. Notably, the quarterly bookings reached €13.2 billion in Q4, almost double Wall Street’s expectations.
Analysts at Bernstein noted that out of the €13.2 billion bookings, memory accounts for 56% of the bookings, while logic makes up 44%. Moreover, the backlog reflects a roughly €7 billion quarter-over-quarter increase.
Looking ahead, ASML Holding N.V. (NASDAQ:ASML) expects 2026 total net sales to be in the range of €34 billion and €39 billion, with a gross margin between 51% and 53%.
ASML Holding N.V. (NASDAQ:ASML) is a Dutch company that develops, produces, and services advanced photolithography machines essential for semiconductor manufacturing.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Lifelong Scars: Goldman Sachs finds that workers replaced by AI often struggle to find new jobs and frequently become targets in AI’s next wave
AI layoffs are spreading across the entire industry! Goldman Sachs warns that those who are eliminated are falling into a "trap from the moment of employment": not only is finding another job difficult, but 75% will again be within AI's replacement range. Even more dangerous is that if the economy declines, tens of millions of accumulated AI layoffs could erupt all at once, meaning the real unemployment storm is only just beginning.
Ondo Brings Seven Tokenized Investment Portfolios to Solana
Uber Tests Weekend Tokenized Fund Redemptions With HSBC on Canton
Crypto prices
More
