9 AI News and Ratings to Keep on Your Radar

2. ASML Holding N.V. (NASDAQ:ASML)

Number of Hedge Fund Holders: 86

ASML Holding N.V. (NASDAQ:ASML) develops and services advanced lithography systems for semiconductor manufacturing worldwide.

On March 14, TipRanks reported that TD Cowen analyst Krish Sankar reaffirmed a Buy rating on ASML with an unchanged €825 price target. The rating is based on ASML’s strong position in lithography, which is essential for advancements in foundry, logic, and DRAM scaling. The stock’s valuation is seen as attractive, trading at a lower premium than its historical levels and industry peers.

Bookings momentum for early 2025 is considered important for the 2026 outlook, while strong EUV bookings support confidence in ASML’s 2025 targets. Continued integration of EUV layers at customer sites and steady demand for DUV tools reinforce growth expectations. The introduction of high-NA EUV and progress in DRAM scaling are also viewed as positive factors for potential margin expansion.