Wall Street's Latest Ratings and Price Target Adjustments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy ASML?
Source: CNBC
- IBM Rating Reaffirmed: Bank of America raised IBM's price target from $335 to $340, driven by strong performance in infrastructure, transaction processing, and data growth, indicating the company's sustained competitiveness in the tech sector.
- Meta's Strong Performance: Bank of America reiterated its buy rating on Meta, citing a robust Q4 beat and a notably stronger Q1 outlook, highlighting the company's strong growth potential in the social media market.
- Tesla Competitive Risks: BMO downgraded First Solar to market perform due to competitive pressures from Tesla, particularly as the latter rapidly scales clean energy manufacturing capacity, which may impact First Solar's market positioning.
- Disney's Attractiveness: Deutsche Bank reiterated its buy rating on Disney, believing the current P/E multiple is at a historical trough, combined with a healthy multi-year earnings growth outlook, making it an attractive investment opportunity.
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Analyst Views on ASML
Wall Street analysts forecast ASML stock price to rise
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 1468.720
Low
1385
Averages
1583
High
1911
Current: 1468.720
Low
1385
Averages
1583
High
1911
About ASML
ASML Holding N.V. is a holding company based in the Netherlands. The Company operates through its subsidiaries in the Netherlands, the United States, Italy, France, Germany, the United Kingdom, Ireland, Belgium, South Korea, Taiwan, Singapore, China, Hong Kong, Japan, Malaysia and Israel. The Company operates through one business segment which is engage in development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems, consisting of lithography, metrology and inspection systems. The Company offers TWINSCAN systems, equipped with lithography system with a mercury lamp as light source (i-line), Krypton Fluoride (KrF) and Argon Fluoride (ArF) light sources for processing wafers for manufacturing environments for which imaging at a small resolution is required. TWINSCAN systems also include immersion lithography systems (TWINSCAN immersion systems).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
US Stocks Bounce Back Led by ASML, Micron, and Nvidia
- Market Bounce: The stock market extended its bounce, led by ASML, Micron, and Nvidia, indicating a gradual recovery in investor confidence towards tech stocks, although the overall market still faces resistance.
- S&P 500 Resistance: The S&P 500 index encountered technical resistance during the rebound, suggesting potential short-term adjustment pressures, prompting investors to proceed with caution.
- Earnings Expectations: Walmart's upcoming earnings report is highly anticipated, with the market closely watching its performance, which could significantly impact the overall retail sector trends and influence investor sentiment and market direction.
- Tech Stock Performance: The strong performance of ASML, Micron, and Nvidia not only propelled the market rebound but may also attract more capital into tech stocks, intensifying competition and innovation within the industry.
See More
US Stocks Close Higher on Strong Economic Data
- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, exceeding expectations of 0.3%, indicating a rebound in capital spending that boosts market confidence and drives stock prices higher.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly surpassing the expected 1.304 million, suggesting a recovery in the housing market that could stimulate investment and consumption in related sectors.
- Manufacturing Production Growth: January manufacturing production rose by 0.6% month-over-month, stronger than the expected 0.4%, marking the largest increase in 11 months, indicating a recovery in manufacturing that supports overall economic growth expectations.
- Optimistic Stock Market Performance: Over 75% of S&P 500 companies reported earnings that beat expectations, with Q4 earnings growth projected at 8.4%, providing strong support for the stock market despite lingering doubts about future interest rate policies.
See More
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- ASML Growth Outlook: ASML anticipates a 14% revenue increase and a 20% earnings jump in 2025, driven by a robust order backlog and sustained demand for AI chips, with its market cap expected to rise from $546 billion, underscoring its leadership in the semiconductor sector.
- Micron's Market Performance: Micron Technology's stock surged over 313% in the past year, with a market cap of $463 billion, and is projected to double its revenue and triple its earnings in 2026, indicating strong growth potential in the memory market that could see it surpass ASML in the coming year.
- Oracle's Order Backlog: Oracle's remaining performance obligation reached $523 billion, up 438% year-over-year, with a forecasted 17% revenue growth to $67 billion in FY 2025, suggesting that despite an 8% stock decline, its substantial backlog will drive future revenue growth.
- Valuation Discrepancy: Micron's forward P/E ratio stands at 13, significantly lower than ASML's 40, and given its rapid growth potential, it is expected to command a higher market valuation, potentially surpassing ASML within the next year.
See More
ASML's Market Cap Soars Amid Competitors' Rapid Growth
- ASML Market Growth: ASML's market cap has reached $546 billion and is expected to continue rising over the next year, primarily due to its unique position in extreme ultraviolet (EUV) lithography machines, which are crucial for meeting the increasing demand for chips, especially in artificial intelligence (AI).
- Micron's Strong Growth: Micron Technology's stock has surged over 313% in the past year, with a market cap of $463 billion, and is expected to further close the gap with ASML in the coming year as its revenue growth significantly outpaces ASML's, with earnings projected to triple by 2026.
- Oracle's Investment Challenges: Oracle's market cap stands at $462 billion, and despite an 8% decline in stock price over the past year, it plans to raise $45 billion to $50 billion to expand AI infrastructure, addressing a massive $523 billion backlog, indicating substantial future growth potential.
- Rising Market Prices: Market research firm TrendForce anticipates DRAM and NAND flash prices will increase by 80%-85% and 55%-60%, respectively, further driving Micron's earnings growth, while its forward P/E ratio of 13 is significantly lower than ASML's 40, highlighting its future valuation potential.
See More
US Stock Markets Rise on Strong Economic Data
- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, surpassing expectations of 0.3%, indicating a rebound in capital spending and boosting market confidence in economic recovery.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly exceeding expectations of 1.304 million, suggesting a revival in the real estate market that could drive growth in related sectors.
- Manufacturing Production Growth: January manufacturing production rose 0.6% month-over-month, beating expectations of 0.4%, marking the largest increase in 11 months, which indicates a recovery momentum in manufacturing that may further propel economic growth.
- Optimistic Corporate Earnings: Over 75% of S&P 500 companies reported earnings that exceeded expectations, with Q4 earnings growth projected at 8.4%, which will further boost market sentiment and attract investor interest.
See More
U.S. Stock Market Sees Gains in Semiconductor Equipment and Materials Sector, with Applied Materials and Teradyne Up Over 4%
Market Performance: The semiconductor equipment and materials sector saw significant growth in the U.S. stock market, with notable increases in key companies.
Company Gains: Applied Materials and Teradyne experienced over 4% growth, while ASML Holding and Lam Research climbed more than 3%, and Amkor Technology gained nearly 2%.
See More
US Stocks Bounce Back Led by ASML, Micron, and Nvidia
- Market Bounce: The stock market extended its bounce, led by ASML, Micron, and Nvidia, indicating a gradual recovery in investor confidence towards tech stocks, although the overall market still faces resistance.
- S&P 500 Resistance: The S&P 500 index encountered technical resistance during the rebound, suggesting potential short-term adjustment pressures, prompting investors to proceed with caution.
- Earnings Expectations: Walmart's upcoming earnings report is highly anticipated, with the market closely watching its performance, which could significantly impact the overall retail sector trends and influence investor sentiment and market direction.
- Tech Stock Performance: The strong performance of ASML, Micron, and Nvidia not only propelled the market rebound but may also attract more capital into tech stocks, intensifying competition and innovation within the industry.
See More
US Stocks Close Higher on Strong Economic Data
- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, exceeding expectations of 0.3%, indicating a rebound in capital spending that boosts market confidence and drives stock prices higher.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly surpassing the expected 1.304 million, suggesting a recovery in the housing market that could stimulate investment and consumption in related sectors.
- Manufacturing Production Growth: January manufacturing production rose by 0.6% month-over-month, stronger than the expected 0.4%, marking the largest increase in 11 months, indicating a recovery in manufacturing that supports overall economic growth expectations.
- Optimistic Stock Market Performance: Over 75% of S&P 500 companies reported earnings that beat expectations, with Q4 earnings growth projected at 8.4%, providing strong support for the stock market despite lingering doubts about future interest rate policies.
See More
ASML's Market Outlook Compared to Micron and Oracle
- ASML Growth Outlook: ASML anticipates a 14% revenue increase and a 20% earnings jump in 2025, driven by a robust order backlog and sustained demand for AI chips, with its market cap expected to rise from $546 billion, underscoring its leadership in the semiconductor sector.
- Micron's Market Performance: Micron Technology's stock surged over 313% in the past year, with a market cap of $463 billion, and is projected to double its revenue and triple its earnings in 2026, indicating strong growth potential in the memory market that could see it surpass ASML in the coming year.
- Oracle's Order Backlog: Oracle's remaining performance obligation reached $523 billion, up 438% year-over-year, with a forecasted 17% revenue growth to $67 billion in FY 2025, suggesting that despite an 8% stock decline, its substantial backlog will drive future revenue growth.
- Valuation Discrepancy: Micron's forward P/E ratio stands at 13, significantly lower than ASML's 40, and given its rapid growth potential, it is expected to command a higher market valuation, potentially surpassing ASML within the next year.
See More
ASML's Market Cap Soars Amid Competitors' Rapid Growth
- ASML Market Growth: ASML's market cap has reached $546 billion and is expected to continue rising over the next year, primarily due to its unique position in extreme ultraviolet (EUV) lithography machines, which are crucial for meeting the increasing demand for chips, especially in artificial intelligence (AI).
- Micron's Strong Growth: Micron Technology's stock has surged over 313% in the past year, with a market cap of $463 billion, and is expected to further close the gap with ASML in the coming year as its revenue growth significantly outpaces ASML's, with earnings projected to triple by 2026.
- Oracle's Investment Challenges: Oracle's market cap stands at $462 billion, and despite an 8% decline in stock price over the past year, it plans to raise $45 billion to $50 billion to expand AI infrastructure, addressing a massive $523 billion backlog, indicating substantial future growth potential.
- Rising Market Prices: Market research firm TrendForce anticipates DRAM and NAND flash prices will increase by 80%-85% and 55%-60%, respectively, further driving Micron's earnings growth, while its forward P/E ratio of 13 is significantly lower than ASML's 40, highlighting its future valuation potential.
See More
US Stock Markets Rise on Strong Economic Data
- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, surpassing expectations of 0.3%, indicating a rebound in capital spending and boosting market confidence in economic recovery.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly exceeding expectations of 1.304 million, suggesting a revival in the real estate market that could drive growth in related sectors.
- Manufacturing Production Growth: January manufacturing production rose 0.6% month-over-month, beating expectations of 0.4%, marking the largest increase in 11 months, which indicates a recovery momentum in manufacturing that may further propel economic growth.
- Optimistic Corporate Earnings: Over 75% of S&P 500 companies reported earnings that exceeded expectations, with Q4 earnings growth projected at 8.4%, which will further boost market sentiment and attract investor interest.
See More
U.S. Stock Market Sees Gains in Semiconductor Equipment and Materials Sector, with Applied Materials and Teradyne Up Over 4%
Market Performance: The semiconductor equipment and materials sector saw significant growth in the U.S. stock market, with notable increases in key companies.
Company Gains: Applied Materials and Teradyne experienced over 4% growth, while ASML Holding and Lam Research climbed more than 3%, and Amkor Technology gained nearly 2%.
See More
