Recent discussions on X about ASML Holding NV have been ignited by the company's latest earnings report and a cautious outlook for 2026 growth, with many focusing on the impact of global trade tensions. Despite a strong Q2 performance fueled by demand for AI chips, the significant drop in stock price post-earnings has sparked intense debate. The conversation reveals a divide between those who see the current dip as a potential opportunity and others wary of future headwinds.
On the platform, ASML's critical role in the semiconductor industry, particularly with its EUV lithography technology, continues to be a focal point, as users highlight its importance in AI and logic chip production. Some express confidence in the company's long-term prospects despite short-term volatility, while others question delays in adopting next-generation technology. This dynamic discussion keeps ASML at the forefront of tech stock chatter.
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 10 times in the past 6 months. Of those trades, 6 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ASML stock by members of Congress over the last 6 months:
- 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 3 times. They made 2 purchases worth up to $30,000 on 03/20, 03/03 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 905 institutional investors add shares of ASML Holding NV stock to their portfolio, and 647 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INFINITUM ASSET MANAGEMENT, LLC added 6,616,300 shares (+66163.0%) to their portfolio in Q1 2025, for an estimated $4,384,158,869
- GAMMA INVESTING LLC removed 1,398,172 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $1,120,481,059
- SANDS CAPITAL MANAGEMENT, LLC removed 1,228,348 shares (-68.8%) from their portfolio in Q1 2025, for an estimated $813,940,235
- MORGAN STANLEY removed 961,136 shares (-35.9%) from their portfolio in Q1 2025, for an estimated $636,877,547
- FMR LLC removed 844,899 shares (-25.2%) from their portfolio in Q1 2025, for an estimated $559,855,424
- FISHER ASSET MANAGEMENT, LLC added 831,034 shares (+26.3%) to their portfolio in Q1 2025, for an estimated $550,668,059
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 543,684 shares (+inf%) to their portfolio in Q1 2025, for an estimated $360,261,328
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 3 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 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.
