Morgan Stanley Boost: Recent chatter on X about ASML Holding N.V. has spiked following Morgan Stanley naming it a 'Top Pick' in the European semiconductor space. The firm raised its price target to €1,000, citing strong demand trends in memory and AI-driven chips. This has fueled a notable uptick in the stock price in recent days.
Demand Outlook: Discussions on X also highlight optimism around ASML’s long-term growth, especially with advancements in EUV technology and increasing orders for future capacity. However, some users remain cautious about past dips due to global trade tensions and softer guidance for 2026. The mix of views keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
ASML Holding N.V. Congressional Stock Trading
Members of Congress have traded $ASML stock 11 times in the past 6 months. Of those trades, 5 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ASML stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 8 times. They made 4 purchases worth up to $60,000 on 10/30, 09/25, 06/17, 06/09 and 4 sales worth up to $60,000 on 10/31, 10/30, 10/14, 07/22.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 09/11.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 06/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ASML Holding N.V. Hedge Fund Activity
We have seen 984 institutional investors add shares of ASML Holding N.V. stock to their portfolio, and 788 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 842,062 shares (-38.7%) from their portfolio in Q3 2025, for an estimated $815,191,801
- JPMORGAN CHASE & CO added 751,210 shares (+35.0%) to their portfolio in Q3 2025, for an estimated $727,238,888
- PITCAIRN CO removed 587,235 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $568,496,331
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 582,413 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $563,828,201
- CAPITAL INTERNATIONAL INVESTORS added 577,448 shares (+17.3%) to their portfolio in Q3 2025, for an estimated $559,021,634
- LONE PINE CAPITAL LLC removed 566,862 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $548,773,433
- WINDACRE PARTNERSHIP LLC removed 539,700 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $522,478,173
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ASML Holding N.V. Analyst Ratings
Wall Street analysts have issued reports on $ASML in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 10/16/2025
- 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
To track analyst ratings and price targets for ASML Holding N.V., check out Quiver Quantitative's $ASML forecast page.
ASML Holding N.V. Price Targets
Multiple analysts have issued price targets for $ASML recently. We have seen 3 analysts offer price targets for $ASML in the last 6 months, with a median target of $1150.0.
Here are some recent targets:
- Joseph Quatrochi from Wells Fargo set a target price of $1140.0 on 10/16/2025
- 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
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.
