BofA Securities on ASML Inc. (ASML): 'Top Pick'
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January 29, 2026 4:00 PM EST
The latest results of one semiconductor company delivered another surge in orders and a major uplift to long-term outlooks, yet the stock slipped 2 percent, a move Bernstein called a clear buying opportunity.
Analyst David Dai wrote that for ASML Holdings (NASDAQ: ASML), the market irrationality is an opportunity, arguing that concerns around capacity and margins... More
January 27, 2026 4:00 PM EST
(Updated - January 27, 2026 4:23 PM EST)
ASML Holdings will report fourth-quarter results on January 28, with one analyst expecting the company to post a strong finish to 2025 and guidance pointing to better-than-expected 2026.
UBS analyst Francois-Xavier Bouvignies told investors in a note that the bank sees further signs of light for a better-than-cons 2026 and beyond, projecting robust orders and above-consensus full-year guidance... More
