Why ASML Holding (ASML) Stock Is Up Today

ASML Holding (ASML) is up 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a mix of growing optimism ahead of ASML’s July 15, 2026 earnings report and fresh analyst target increases tied to stronger demand for EUV lithography tools. Investors also appear encouraged by the broader view that AI-related chip capacity expansion is supporting ASML’s medium-term growth outlook.

Details:

ASML is scheduled to release quarterly results on July 15, putting the stock in focus as investors position for a possible beat or stronger outlook.

Recent analyst target hikes pointed to improving EUV demand, with expectations for stronger shipments as advanced logic and memory makers expand AI-related capacity.

ASML said in its first-quarter 2026 update that customer demand had strengthened and that it now expects 2026 revenue of between 36 billion euros and 40 billion euros.

Market expectations going into this week’s report have centered on continued growth in revenue and profit, even as investors watch China restrictions and export-control risks.

Sources:

ASML, Yahoo Finance, Investing.com, MarketScreener

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$ASML Hedge Fund Activity

We have seen 1,018 institutional investors add shares of $ASML stock to their portfolio, and 829 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL INTERNATIONAL INVESTORS removed 1,641,974 shares (-48.2%) from their portfolio in Q1 2026, for an estimated $2,100,560,918
FMR LLC added 1,597,776 shares (+103.0%) to their portfolio in Q1 2026, for an estimated $2,044,018,859
EDGEWOOD MANAGEMENT LLC removed 555,281 shares (-37.1%) from their portfolio in Q1 2026, for an estimated $710,365,430
BAROMETER CAPITAL MANAGEMENT INC. removed 505,290 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $646,412,444
COATUE MANAGEMENT LLC added 496,234 shares (+inf%) to their portfolio in Q1 2026, for an estimated $634,827,193
EAGLE CAPITAL MANAGEMENT LLC removed 401,637 shares (-48.1%) from their portfolio in Q1 2026, for an estimated $513,810,197
AXIOM INVESTORS LLC /DE added 379,428 shares (+inf%) to their portfolio in Q1 2026, for an estimated $485,398,446

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ASML Congressional Stock Trading

Members of Congress have traded $ASML stock 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $ASML stock by members of Congress over the last 6 months:

REPRESENTATIVE JARED MOSKOWITZ has traded it 4 times. They made 4 purchases worth up to $60,000 on 03/31, 03/23 and 0 sales.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ASML Analyst Ratings

Wall Street analysts have issued reports on $ASML in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Overweight" rating on 01/29/2026

To track analyst ratings and price targets for $ASML, check out Quiver Quantitative's $ASML forecast page.

$ASML Price Targets

Multiple analysts have issued price targets for $ASML recently. We have seen 5 analysts offer price targets for $ASML in the last 6 months, with a median target of $2200.0.

Here are some recent targets:

David Dai from Bernstein set a target price of $2623.0 on 07/06/2026
Didier Scemama from B of A Securities set a target price of $2345.0 on 06/22/2026
Joseph Quatrochi from Wells Fargo set a target price of $2200.0 on 06/22/2026
Sandeep Deshpande from JP Morgan set a target price of $2200.0 on 06/03/2026
Srini Pajjuri from RBC Capital set a target price of $1700.0 on 04/16/2026

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.