Wall Street's Latest Ratings and Price Target Adjustments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
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.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ASML?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ASML
Wall Street analysts forecast ASML stock price to fall
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 1757.470
Low
1385
Averages
1583
High
1911
Current: 1757.470
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.
ASML Likely to Execute Stock Split Amid AI Boom
- Stock Split Trend: ASML is likely to execute a stock split before the end of 2024, as the current share price approaches $1,600, aligning with industry trends and attracting small investors amid the AI boom.
- Strong Market Performance: ASML's stock has surged approximately 120% over the past year, primarily driven by increased demand for its advanced semiconductor equipment, particularly from orders by Taiwan Semiconductor Manufacturing, Intel, and Samsung.
- Historical Split Record: Although ASML has not conducted a forward stock split since 2000, it has executed reverse splits in 2007 and 2012, demonstrating a strategy of returning cash to shareholders without diluting their equity.
- Investor Focus: While ASML has not publicly announced a split, the current stock price and competitive landscape suggest that a split could enhance small investor participation and potentially drive further stock growth.
See More
Global Chip Market Sees Significant Decline
- Market Reaction: Following Broadcom's disappointing earnings and a stronger-than-expected jobs report, the global chip market experienced one of its broadest sell-offs this year, with South Korea's Kospi index falling 5.5%, Samsung down 6.4%, and SK Hynix nearly 10%.
- Industry Outlook Deterioration: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, removing the sector's most visible growth catalyst and negatively impacting investor confidence in semiconductor stocks.
- Rising Rate Risks: The jobs report eliminated hopes for near-term rate cuts and introduced risks of rate hikes by year-end, as indicated by the CME FedWatch tool, which heightened sensitivity to interest rate movements and further affected semiconductor valuations.
- Increased Stock Volatility: Several semiconductor companies saw significant stock declines, with Semtech down 8.4%, Impinj down 8.7%, and Western Digital down 8.6%, reflecting the market's reaction to perceived buying opportunities in high-quality stocks amidst the downturn.
See More
Global Chip Market Experiences Significant Decline
- Global Market Reaction: Following the negative impact of AVGO's earnings report and a stronger-than-expected jobs report, the global chip market faced one of its broadest sell-offs this year, with South Korea's Kospi index dropping 5.5%, Samsung down 6.4%, and SK Hynix nearly 10%, reflecting growing concerns about the semiconductor sector's outlook.
- Expectation Reset: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, removing the sector's most visible growth catalyst, which further exacerbated market anxiety and contributed to the sell-off.
- Valuation Sensitivity: Semiconductor valuations, built on aggressive multi-year earnings assumptions, are highly sensitive to changes in discount rates; recent payroll data eliminated hopes for rate cuts and introduced risks of rate hikes by year-end, potentially impacting the industry long-term.
- Investment Opportunities: Despite the market overreacting and causing significant price drops in high-quality stocks, this presents buying opportunities for investors, particularly in companies like Power Integrations and Microchip Technology, which saw declines of 7.3% and 6.4%, respectively.
See More
Global Chip Market Experiences Significant Decline
- Global Market Reaction: Following the AVGO earnings miss and a stronger-than-expected jobs report, the global chip market faced one of the broadest selloffs this year, with South Korea's Kospi dropping 5.5%, Samsung down 6.4%, and SK Hynix nearly 10%, indicating growing concerns about future growth prospects.
- Expectation Reset: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, removing the sector's most visible growth catalyst, which heightened sensitivity to semiconductor valuations and negatively impacted investor confidence.
- Stock Volatility: Applied Materials (AMAT) and Lam Research (LRCX) fell 7.3% and 7.5%, respectively, reflecting pessimism about the semiconductor industry's outlook while also presenting buying opportunities for high-quality stocks amid the downturn.
- Innovation and Market Opportunities: Despite market volatility, Lam Research has surged 68.9% year-to-date, with its current share price nearing a 52-week high, suggesting that investors remain optimistic about its long-term growth potential in the context of rising AI computing demand.
See More
AMD Shares Drop Amid Global Chip Selloff and Job Report
- Global Chip Market Decline: AMD shares fell 6.5% in morning trading, driven by the AVGO earnings report and a stronger-than-expected jobs report, leading to one of the broadest chip selloffs this year, with South Korea's Kospi down 5.5%, and Samsung and SK Hynix dropping 6.4% and nearly 10%, respectively.
- Expectation Reset: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, removing the sector's most visible growth catalyst, which raised concerns about future interest rate policies, as indicated by CME FedWatch showing increased rate hike risks by year-end.
- Increased Market Volatility: AMD's stock has experienced 39 moves greater than 5% over the past year, and today's decline indicates that the market considers this news significant but not fundamentally altering its perception of the business, reflecting ongoing confidence in AMD.
- Investor Optimism: Despite the current share price of $483.04, which is still below the 52-week high of $542.52, AMD has risen 116% since the beginning of the year, and analysts remain optimistic about its future performance, with Bank of America raising its price target to $500, anticipating a $1.7 trillion AI data center market by 2030.
See More
Global Chip Market Experiences Significant Decline
- Global Market Reaction: The global chip market experienced a significant downturn due to the combined effects of Broadcom's earnings miss and a stronger-than-expected jobs report, with South Korea's Kospi index falling 5.5%, Samsung down 6.4%, and SK Hynix nearly 10%, indicating market concerns over the semiconductor sector's outlook.
- Expectation Reset: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, weakening the sector's primary growth catalyst and increasing uncertainty regarding future interest rate policies, as indicated by CME FedWatch's rising rate hike risks by year-end.
- Increased Stock Volatility: Marvell Technology's shares fell 7.9%, and IPG Photonics dropped 7.5%, reflecting market apprehension about semiconductor companies' future profitability, despite Marvell recently reporting record Q1 revenue of $2.418 billion, a 28% year-over-year increase.
- Investment Opportunity Analysis: Despite the market's severe reaction, Marvell has surged 223% since the beginning of the year, with its current price nearing a 52-week high, suggesting that high-quality stocks remain attractive amid market volatility, as evidenced by a $1,000 investment five years ago now worth $5,990.
See More
ASML Likely to Execute Stock Split Amid AI Boom
- Stock Split Trend: ASML is likely to execute a stock split before the end of 2024, as the current share price approaches $1,600, aligning with industry trends and attracting small investors amid the AI boom.
- Strong Market Performance: ASML's stock has surged approximately 120% over the past year, primarily driven by increased demand for its advanced semiconductor equipment, particularly from orders by Taiwan Semiconductor Manufacturing, Intel, and Samsung.
- Historical Split Record: Although ASML has not conducted a forward stock split since 2000, it has executed reverse splits in 2007 and 2012, demonstrating a strategy of returning cash to shareholders without diluting their equity.
- Investor Focus: While ASML has not publicly announced a split, the current stock price and competitive landscape suggest that a split could enhance small investor participation and potentially drive further stock growth.
See More
Global Chip Market Sees Significant Decline
- Market Reaction: Following Broadcom's disappointing earnings and a stronger-than-expected jobs report, the global chip market experienced one of its broadest sell-offs this year, with South Korea's Kospi index falling 5.5%, Samsung down 6.4%, and SK Hynix nearly 10%.
- Industry Outlook Deterioration: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, removing the sector's most visible growth catalyst and negatively impacting investor confidence in semiconductor stocks.
- Rising Rate Risks: The jobs report eliminated hopes for near-term rate cuts and introduced risks of rate hikes by year-end, as indicated by the CME FedWatch tool, which heightened sensitivity to interest rate movements and further affected semiconductor valuations.
- Increased Stock Volatility: Several semiconductor companies saw significant stock declines, with Semtech down 8.4%, Impinj down 8.7%, and Western Digital down 8.6%, reflecting the market's reaction to perceived buying opportunities in high-quality stocks amidst the downturn.
See More
Global Chip Market Experiences Significant Decline
- Global Market Reaction: Following the negative impact of AVGO's earnings report and a stronger-than-expected jobs report, the global chip market faced one of its broadest sell-offs this year, with South Korea's Kospi index dropping 5.5%, Samsung down 6.4%, and SK Hynix nearly 10%, reflecting growing concerns about the semiconductor sector's outlook.
- Expectation Reset: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, removing the sector's most visible growth catalyst, which further exacerbated market anxiety and contributed to the sell-off.
- Valuation Sensitivity: Semiconductor valuations, built on aggressive multi-year earnings assumptions, are highly sensitive to changes in discount rates; recent payroll data eliminated hopes for rate cuts and introduced risks of rate hikes by year-end, potentially impacting the industry long-term.
- Investment Opportunities: Despite the market overreacting and causing significant price drops in high-quality stocks, this presents buying opportunities for investors, particularly in companies like Power Integrations and Microchip Technology, which saw declines of 7.3% and 6.4%, respectively.
See More
Global Chip Market Experiences Significant Decline
- Global Market Reaction: Following the AVGO earnings miss and a stronger-than-expected jobs report, the global chip market faced one of the broadest selloffs this year, with South Korea's Kospi dropping 5.5%, Samsung down 6.4%, and SK Hynix nearly 10%, indicating growing concerns about future growth prospects.
- Expectation Reset: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, removing the sector's most visible growth catalyst, which heightened sensitivity to semiconductor valuations and negatively impacted investor confidence.
- Stock Volatility: Applied Materials (AMAT) and Lam Research (LRCX) fell 7.3% and 7.5%, respectively, reflecting pessimism about the semiconductor industry's outlook while also presenting buying opportunities for high-quality stocks amid the downturn.
- Innovation and Market Opportunities: Despite market volatility, Lam Research has surged 68.9% year-to-date, with its current share price nearing a 52-week high, suggesting that investors remain optimistic about its long-term growth potential in the context of rising AI computing demand.
See More
AMD Shares Drop Amid Global Chip Selloff and Job Report
- Global Chip Market Decline: AMD shares fell 6.5% in morning trading, driven by the AVGO earnings report and a stronger-than-expected jobs report, leading to one of the broadest chip selloffs this year, with South Korea's Kospi down 5.5%, and Samsung and SK Hynix dropping 6.4% and nearly 10%, respectively.
- Expectation Reset: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, removing the sector's most visible growth catalyst, which raised concerns about future interest rate policies, as indicated by CME FedWatch showing increased rate hike risks by year-end.
- Increased Market Volatility: AMD's stock has experienced 39 moves greater than 5% over the past year, and today's decline indicates that the market considers this news significant but not fundamentally altering its perception of the business, reflecting ongoing confidence in AMD.
- Investor Optimism: Despite the current share price of $483.04, which is still below the 52-week high of $542.52, AMD has risen 116% since the beginning of the year, and analysts remain optimistic about its future performance, with Bank of America raising its price target to $500, anticipating a $1.7 trillion AI data center market by 2030.
See More
Global Chip Market Experiences Significant Decline
- Global Market Reaction: The global chip market experienced a significant downturn due to the combined effects of Broadcom's earnings miss and a stronger-than-expected jobs report, with South Korea's Kospi index falling 5.5%, Samsung down 6.4%, and SK Hynix nearly 10%, indicating market concerns over the semiconductor sector's outlook.
- Expectation Reset: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, weakening the sector's primary growth catalyst and increasing uncertainty regarding future interest rate policies, as indicated by CME FedWatch's rising rate hike risks by year-end.
- Increased Stock Volatility: Marvell Technology's shares fell 7.9%, and IPG Photonics dropped 7.5%, reflecting market apprehension about semiconductor companies' future profitability, despite Marvell recently reporting record Q1 revenue of $2.418 billion, a 28% year-over-year increase.
- Investment Opportunity Analysis: Despite the market's severe reaction, Marvell has surged 223% since the beginning of the year, with its current price nearing a 52-week high, suggesting that high-quality stocks remain attractive amid market volatility, as evidenced by a $1,000 investment five years ago now worth $5,990.
See More
