Recent discussions on X about ASML Holding NV have ignited around the company's latest guidance for 2025, which projected a significant downturn in growth expectations. Many users expressed concern over a sharp decline in the stock price following the announcement, with some pointing to broader implications for the semiconductor industry amid a sluggish chip market recovery. The conversation reflects a palpable tension as global trade restrictions and geopolitical risks continue to loom large.
Despite the pessimism, there are pockets of optimism among users who highlight ASML's critical role in enabling AI and tech advancements, with some arguing the recent dip could represent a strategic entry point. Others remain cautious, noting the high valuation and uncertainties tied to export controls impacting future performance. This dynamic debate keeps the ticker at the forefront of industry watchers’ attention.
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 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 MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 09/11, 04/09 and 0 sales.
- 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.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ASML Holding NV Hedge Fund Activity
We have seen 892 institutional investors add shares of ASML Holding NV stock to their portfolio, and 656 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
- GAMMA INVESTING LLC removed 1,398,172 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $1,120,481,059
- 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
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 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 09/05/2025
- Wells Fargo issued a "Overweight" rating on 04/17/2025
- Susquehanna issued a "Positive" 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 3 analysts offer price targets for $ASML in the last 6 months, with a median target of $890.0.
Here are some recent targets:
- Joseph Quatrochi from Wells Fargo set a target price of $890.0 on 07/08/2025
- Mehdi Hosseini from Susquehanna set a target price of $965.0 on 04/17/2025
- 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.
