ASML's lowered outlook suggests factory overcapacity, not chip doom

ASML Holding NV (ASML:NA) (ASML) PT Lowered to EUR750 at Cantor Fitzgerald, Removed from Top Pick List

Cantor Fitzgerald analyst C.J. Muse lowered the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR750.00 (from EUR1,000.00) while maintaining a Overweight rating.

The analyst comments "This Q was obviously a disaster given order weakness and cut to the companys CY25 outlook (as discussed in our prior 2 post-earnings notes here and here). So with the stock already having traded off 20%+ since the errant press release, the major question is where does the stock bottom and what drives the stock from here?... More

BofA Securities Reiterates Buy Rating on ASML Inc. (ASML), PT $939, '2025 guide more realistic than meets the eye'

BofA Securities analyst Didier Scemama reiterated a Buy rating and $939.00 price target on ASML Inc. (NASDAQ: ASML).

The analyst comments "We would highlight a few positive elements: (A) ASMLs China 25E revenue guide assumes a normalisation of demand and the negative impact of additional export control restrictions. This implies China... More

BofA Securities Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML), 'A few reasons to be optimistic'

BofA Securities analyst Didier Scemama reiterated a Buy rating and EUR870.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

The analyst comments "A few reasons to be optimistic; Reiterate Buy and 870 PO We have slightly raised our CY25/26E EPS (3%) reflecting higher IBM revenues. Our PO remains at 870/US$939 on 23x CY26E EV/EBITDA (down from 24x prior on lower sector multiples), within its historical range of 17.5x to 35x. We reiterate our Buy rating. 2025 - a bridge (not) too far? We would highlight a few... More

ASML Inc. (ASML) PT Lowered to $1,148 at JPMorgan, 'The key debate from here is how much the co. can grow'

JPMorgan analyst Sandeep Deshpande lowered the price target on ASML Inc. (NASDAQ: ASML) to $1,148.00 (from $1,207.00) while maintaining a Overweight rating.

The analyst comments "The key debate from here is how much the co. can grow in 26: Now that the co. has guided 25 (and ASML rarely misses a guided... More

ASML Inc. (ASML) PT Lowered to $900 at Raymond James

Raymond James analyst Srini Pajjuri lowered the price target on ASML Inc. (NASDAQ: ASML) to $900.00 (from $1,100.00) while maintaining a Strong Buy rating.