Recent discussions on X about ASML Holding NV have been buzzing with reactions to the company’s latest updates, particularly around its growth outlook and global trade challenges. Many users have pointed out the strong demand for AI chips as a key driver of ASML’s performance, yet there’s noticeable concern over the impact of trade tensions and conservative guidance for 2026. The conversation reflects a divide between those optimistic about the company’s long-term dominance in semiconductor equipment and others wary of short-term headwinds.
Adding to the discourse, several posts on X have highlighted recent analyst upgrades, with some expressing confidence in ASML’s recovery potential beyond the current uncertainties. There’s also intrigue around the company’s strategic moves, such as potential expansion in markets like India, which has sparked curiosity about future growth avenues. The mix of cautious optimism and concern keeps the dialogue engaging as investors weigh the risks and rewards.
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 13 times in the past 6 months. Of those trades, 7 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 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. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/17 and 1 sale worth up to $15,000 on 06/27.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 3 times. They made 2 purchases worth up to $30,000 on 05/22, 03/12 and 1 sale worth up to $15,000 on 04/17.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/20 and 1 sale worth up to $15,000 on 04/21.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 04/09.
- 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 912 institutional investors add shares of ASML Holding NV stock to their portfolio, and 782 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.
