Recent chatter on X about ASML Holding NV has been ignited by the company's latest updates on its 2026 growth outlook and mixed quarterly performance signals. Many users are dissecting the impact of global trade tensions and conservative guidance, with some expressing concern over a significant drop in stock price despite strong past performance in areas like AI chip demand. The discussion reveals a divide, as others point to the company’s dominant position in semiconductor lithography as a reason for long-term confidence.
Adding to the conversation, posts on X have highlighted specific challenges, such as reduced bookings and spending cuts by key customers, which have fueled debates over near-term risks. Geopolitical factors, including potential restrictions on sales to major markets, are also a recurring theme, stirring uncertainty among participants. Despite these headwinds, there’s a notable thread of optimism around ASML’s strategic partnerships and technological edge in the semiconductor industry.
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 12 times in the past 6 months. Of those trades, 6 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 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 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 914 institutional investors add shares of ASML Holding NV stock to their portfolio, and 779 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.
