ASML Holdings (ASML) Misses Q4 EPS by 23c

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'Market irrationality is an opportunity' to buy this chip giant's shares

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