Recent discussions on X about ASML Holding NV have been buzzing with concern over the company's latest guidance for 2025, which projected a notable slowdown in growth. Many users have pointed to a significant drop in the stock price following the announcement, with some expressing worry about broader market dynamics and competitive pressures in the semiconductor industry. The conversation is particularly focused on how global trade tensions, especially with China, might impact future performance.
Despite the concerns, there are voices on X highlighting ASML's critical role in the semiconductor ecosystem, emphasizing their unique position as a key supplier of lithography systems for advanced chip manufacturing. Some argue that recent price declines could represent a potential opportunity, though others remain cautious about near-term headwinds. The upcoming earnings report is widely anticipated as a key indicator of whether the company can navigate these challenges successfully.
Note: This discussion summary was generated from an AI condensation of post data.
ASML Holding NV Congressional Stock Trading
Members of Congress have traded $ASML stock 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $ASML stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 09/11.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/17, 06/09 and 1 sale worth up to $15,000 on 07/22.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 06/27.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 05/22 and 1 sale worth up to $15,000 on 04/17.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ASML Holding NV Hedge Fund Activity
We have seen 898 institutional investors add shares of ASML Holding NV stock to their portfolio, and 663 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INFINITUM ASSET MANAGEMENT, LLC removed 6,616,300 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $5,302,236,657
- EAGLE CAPITAL MANAGEMENT LLC added 1,225,871 shares (+inf%) to their portfolio in Q2 2025, for an estimated $982,400,760
- FMR LLC removed 963,980 shares (-38.4%) from their portfolio in Q2 2025, for an estimated $772,523,932
- JANUS HENDERSON GROUP PLC removed 701,019 shares (-87.9%) from their portfolio in Q2 2025, for an estimated $561,789,616
- AMUNDI removed 632,346 shares (-98.4%) from their portfolio in Q2 2025, for an estimated $506,755,760
- VICTORY CAPITAL MANAGEMENT INC added 597,442 shares (+1491.4%) to their portfolio in Q2 2025, for an estimated $478,784,044
- PITCAIRN CO added 586,549 shares (+17251.4%) to their portfolio in Q2 2025, for an estimated $470,054,503
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ASML Holding NV Analyst Ratings
Wall Street analysts have issued reports on $ASML in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Susquehanna issued a "Positive" rating on 10/10/2025
- JP Morgan issued a "Overweight" rating on 10/06/2025
- UBS issued a "Buy" rating on 09/05/2025
- Wells Fargo issued a "Overweight" rating on 04/17/2025
- Raymond James issued a "Strong Buy" rating on 04/16/2025
To track analyst ratings and price targets for ASML Holding NV, check out Quiver Quantitative's $ASML forecast page.
ASML Holding NV Price Targets
Multiple analysts have issued price targets for $ASML recently. We have seen 4 analysts offer price targets for $ASML in the last 6 months, with a median target of $1020.0.
Here are some recent targets:
- Mehdi Hosseini from Susquehanna set a target price of $1150.0 on 10/10/2025
- Sandeep Deshpande from JP Morgan set a target price of $1175.0 on 10/06/2025
- Joseph Quatrochi from Wells Fargo set a target price of $890.0 on 07/08/2025
- Srini Pajjuri from Raymond James set a target price of $850.0 on 04/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
