http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 04 Jun 2026 03:55:33 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html <p>Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,575.00) while maintaining a Overweight rating.</p><p>The analyst comments: “Our US colleagues now see hyperscaler capex peaking later. Our work (e.g., GW to WFE II, 25 February 2026) as well as the work of our US colleagues around CPU demand point to a material increase in chip demand over the coming years, and thus increased capacity requirements. Our recent CFO roadshow (see On the road with the CFO, 21 May 2026) gives us confidence that orders have continued to be strong, and suggesting http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html Thu, 04 Jun 2026 03:55:33 -0400 ASML http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html <p>Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,575.00) while maintaining a Overweight rating.</p><p>The analyst comments: “Our US colleagues now see hyperscaler capex peaking later. Our work (e.g., GW to WFE II, 25 February 2026) as well as the work of our US colleagues around CPU demand point to a material increase in chip demand over the coming years, and thus increased capacity requirements. Our recent CFO roadshow (see On the road with the CFO, 21 May 2026) gives us confidence that orders have continued to be strong, and suggesting http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html Thu, 04 Jun 2026 03:55:33 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html <p>Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,575.00) while maintaining a Overweight rating.</p><p>The analyst comments: “Our US colleagues now see hyperscaler capex peaking later. Our work (e.g., GW to WFE II, 25 February 2026) as well as the work of our US colleagues around CPU demand point to a material increase in chip demand over the coming years, and thus increased capacity requirements. Our recent CFO roadshow (see On the road with the CFO, 21 May 2026) gives us confidence that orders have continued to be strong, and suggesting http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html Thu, 04 Jun 2026 03:55:33 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html <p>Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,575.00) while maintaining a Overweight rating.</p><p>The analyst comments: “Our US colleagues now see hyperscaler capex peaking later. Our work (e.g., GW to WFE II, 25 February 2026) as well as the work of our US colleagues around CPU demand point to a material increase in chip demand over the coming years, and thus increased capacity requirements. Our recent CFO roadshow (see On the road with the CFO, 21 May 2026) gives us confidence that orders have continued to be strong, and suggesting http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html Thu, 04 Jun 2026 03:55:33 -0400 ASML http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html <p>Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,575.00) while maintaining a Overweight rating.</p><p>The analyst comments: “Our US colleagues now see hyperscaler capex peaking later. Our work (e.g., GW to WFE II, 25 February 2026) as well as the work of our US colleagues around CPU demand point to a material increase in chip demand over the coming years, and thus increased capacity requirements. Our recent CFO roadshow (see On the road with the CFO, 21 May 2026) gives us confidence that orders have continued to be strong, and suggesting http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html Thu, 04 Jun 2026 03:55:33 -0400 ASML http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html <p>Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,575.00) while maintaining a Overweight rating.</p><p>The analyst comments: “Our US colleagues now see hyperscaler capex peaking later. Our work (e.g., GW to WFE II, 25 February 2026) as well as the work of our US colleagues around CPU demand point to a material increase in chip demand over the coming years, and thus increased capacity requirements. Our recent CFO roadshow (see On the road with the CFO, 21 May 2026) gives us confidence that orders have continued to be strong, and suggesting http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+Barclays/26601479.html Thu, 04 Jun 2026 03:55:33 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C200+at+JPMorgan/26596049.html JPMorgan analyst Sandeep Deshpande raised the price target on ASML Inc. (NASDAQ: ASML) to $2,200.00 (from $1,813.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/ASML+Inc.+%28ASML%29+PT+Raised+to+%242%2C200+at+JPMorgan/26596049.html Wed, 03 Jun 2026 08:37:01 -0400 ASML http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+JPMorgan/26594376.html JPMorgan analyst Sandeep Deshpande raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,515.00) while maintaining a Overweight rating. http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+JPMorgan/26594376.html Wed, 03 Jun 2026 04:01:17 -0400 ASML http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+JPMorgan/26594376.html JPMorgan analyst Sandeep Deshpande raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,515.00) while maintaining a Overweight rating. http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+JPMorgan/26594376.html Wed, 03 Jun 2026 04:01:17 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+JPMorgan/26594376.html JPMorgan analyst Sandeep Deshpande raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,515.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+JPMorgan/26594376.html Wed, 03 Jun 2026 04:01:17 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+JPMorgan/26594376.html JPMorgan analyst Sandeep Deshpande raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,900.00 (from EUR1,515.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C900+at+JPMorgan/26594376.html Wed, 03 Jun 2026 04:01:17 -0400 ASML http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html <p>Morgan Stanley analyst Lee Simpson raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,660.00 (from EUR1,400.00) while maintaining a Overweight rating.</p><p>The analyst comments "The post-Q1 debate continues to linger, with investors focused on the 80+ unit capacity level outlined by management at the last print. Comments from the company at its April AGM give us confidence it can meet demand for c.90 EUV tools next year. We see ASML shipping 90 EUV tools next year and now lift our FY28 estimate to 104 tool sets, of which 96 are low NA tools and 8 are high http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html Tue, 02 Jun 2026 16:16:03 -0400 ASML http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html <p>Morgan Stanley analyst Lee Simpson raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,660.00 (from EUR1,400.00) while maintaining a Overweight rating.</p><p>The analyst comments "The post-Q1 debate continues to linger, with investors focused on the 80+ unit capacity level outlined by management at the last print. Comments from the company at its April AGM give us confidence it can meet demand for c.90 EUV tools next year. We see ASML shipping 90 EUV tools next year and now lift our FY28 estimate to 104 tool sets, of which 96 are low NA tools and 8 are high http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html Tue, 02 Jun 2026 16:16:03 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html <p>Morgan Stanley analyst Lee Simpson raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,660.00 (from EUR1,400.00) while maintaining a Overweight rating.</p><p>The analyst comments "The post-Q1 debate continues to linger, with investors focused on the 80+ unit capacity level outlined by management at the last print. Comments from the company at its April AGM give us confidence it can meet demand for c.90 EUV tools next year. We see ASML shipping 90 EUV tools next year and now lift our FY28 estimate to 104 tool sets, of which 96 are low NA tools and 8 are high http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html Tue, 02 Jun 2026 16:16:03 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html <p>Morgan Stanley analyst Lee Simpson raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,660.00 (from EUR1,400.00) while maintaining a Overweight rating.</p><p>The analyst comments "The post-Q1 debate continues to linger, with investors focused on the 80+ unit capacity level outlined by management at the last print. Comments from the company at its April AGM give us confidence it can meet demand for c.90 EUV tools next year. We see ASML shipping 90 EUV tools next year and now lift our FY28 estimate to 104 tool sets, of which 96 are low NA tools and 8 are high http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html Tue, 02 Jun 2026 16:16:03 -0400 ASML http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html <p>Morgan Stanley analyst Lee Simpson raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,660.00 (from EUR1,400.00) while maintaining a Overweight rating.</p><p>The analyst comments "The post-Q1 debate continues to linger, with investors focused on the 80+ unit capacity level outlined by management at the last print. Comments from the company at its April AGM give us confidence it can meet demand for c.90 EUV tools next year. We see ASML shipping 90 EUV tools next year and now lift our FY28 estimate to 104 tool sets, of which 96 are low NA tools and 8 are high http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html Tue, 02 Jun 2026 16:16:03 -0400 ASML http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html <p>Morgan Stanley analyst Lee Simpson raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,660.00 (from EUR1,400.00) while maintaining a Overweight rating.</p><p>The analyst comments "The post-Q1 debate continues to linger, with investors focused on the 80+ unit capacity level outlined by management at the last print. Comments from the company at its April AGM give us confidence it can meet demand for c.90 EUV tools next year. We see ASML shipping 90 EUV tools next year and now lift our FY28 estimate to 104 tool sets, of which 96 are low NA tools and 8 are high http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C660+at+Morgan+Stanley/26591877.html Tue, 02 Jun 2026 16:16:03 -0400 ASML http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html <p>Investing.com -- Goldman Sachs released a report Monday challenging the view that economic convergence between poor and rich nations has stalled, arguing that previous studies showing weak convergence failed to account for population size.</p><p>The investment bank said that when countries are weighted by population, economic convergence has been a consistent feature of the global economy since the 1980s, rather than being confined to the 2000-2010 period as some economists have suggested.</p><p>Goldman Sachs identified Asia's most populous nations as the key drivers of this convergence. China has driven convergence since the early 1980s, while India, Indonesia and Bangladesh have contributed from http://www.streetinsider.com/General+News/Goldman+Sachs+says+economic+convergence+remains+strong+when+weighted+by+population/26578694.html Mon, 01 Jun 2026 06:37:46 -0400 ASML INDA MCHI NVDA SPY VOO http://www.streetinsider.com/Corporate+News/Nikon+CEO+Says+Will+Compete+On+Price+For+Chip+Gear+-+Nikkei/26566131.html <p>Nikon CEO Says Will Compete On Price For Chip Gear - Nikkei</p> http://www.streetinsider.com/Corporate+News/Nikon+CEO+Says+Will+Compete+On+Price+For+Chip+Gear+-+Nikkei/26566131.html Thu, 28 May 2026 15:48:25 -0400 ASML http://www.streetinsider.com/Investing/ASML+gains+after+UBS+calls+it+Europe%E2%80%99s+top+semiconductor+pick/26524383.html <p>Investing.com -- UBS has reinstated ASML as its top pick in the European semiconductor sector, raising its price target to €1,900 from €1,600 and lifting its 2027 and 2028 earnings estimates well above consensus.</p><p>Shares in the world’s biggest chip equipment maker rose 3.5% in Amsterdam by 09:00 GMT. </p><p>The stock has lagged peers meaningfully this year, rising around 40% year-to-date versus gains of 48% to 70% for rivals including AMAT, KLA, and LAM, and even further behind ASML’s own customers such as Micron and SK Hynix.</p><p>Analysts at UBS see that underperformance as an opportunity, noting that ASML now trades at http://www.streetinsider.com/Investing/ASML+gains+after+UBS+calls+it+Europe%E2%80%99s+top+semiconductor+pick/26524383.html Wed, 20 May 2026 06:15:10 -0400 ASML