Skip to main content
ASMLASML Holding N.V. - New York ReHold5.4·$1777.90-3.53%
HoldModerate Confidence
Investment thesis

The company operates a high-quality franchise with a wide economic moat, 52% return on equity, and 30% net margins, but the stock is already trading above its near-term price target with an unfavorable risk/reward, making new or incremental positions unattractive at current levels.

Thesis pillars

  • Premium Quality Wide MoatStable
  • Expensive Valuation Above TargetStable
  • Strong Technical Breakout MomentumStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

ASML Holding N.V. - New York Re (ASML) Stock Analysis

Range Bound setup · Temporary headwind edge

HoldModerate Confidence

Technology · Semiconductor Equipment & Materials

Hold if already holding. Not a fresh buy at $1777.90, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Expensive valuation.

ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems. The company offers lithography, metrology, and inspection systems. It also provides extreme ultraviolet... Read more

$1777.90+10.8% A.UpsideScore 5.4/10#11 of 25 Semiconductor Equipment & Materials
QualityF-score8 / 9FCF yield1.21%
IncomeYield0.50%(5y avg 0.83%)Payout25.82%sustainable
Stop $1645.47Target $1959.96(resistance)A.R:R -1.0:1
Analyst target$1754.95-1.3%15 analysts
$1959.96our TP
$1777.90price
$1754.95mean
$886
$2339

Hold if already holding. Not a fresh buy at $1777.90, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Expensive valuation. Chart setup: RSI 43 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.4/10, moderate confidence.

Passes 5/8 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06

Recent Developments — ASML Holding N.V. - New York Re

Generated 2026-07-06T05:40:26Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 15, 202612d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Positive news sentiment (+0.56)
High-quality business
Risks
Analyst target reached - limited upside remaining
Expensive valuation
Negative momentum

Key Metrics

P/E (TTM)60.2
P/E (Fwd)36.0
Mkt Cap$681.9B
EV/EBITDA2981.4
Profit Mgn29.7%
ROE52.2%
Rev Growth13.2%
Beta1.39
Dividend0.50%
Rating analysts42

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C1.37bearish
IV80%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ps
0.0
Pe
2.0
Forward Pe
3.0
Analyst Target
3.0
Peg Ratio
3.8
Forward P/E: 36.0xPEG: 2.76Expensive valuation

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
4.1
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.3<4.5A.R:R -1.0=NEGATIVEEARNINGS PROXIMITY 12d<=14d (soft)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
43 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $1638.38Resistance $1999.96

Price Targets

$1645
$1960
A.Upside+10.2%
A.R:R-1.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-10.7% upside)
! NEWS_MOD=+2: SELL_IF_HOLDING → HOLD_IF_HOLDING
! momentum at 3.3 (below the engine's 4.5 threshold)

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-15 (12d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ASML stock a buy right now?

Hold if already holding. Not a fresh buy at $1777.90, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Expensive valuation. Chart setup: RSI 43 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $1959.96 (+10.2%), stop $1645.47 (−8.0%), A.R:R -1.0:1. Score 5.4/10, moderate confidence.

What is the ASML stock price target?

Take-profit target: $1959.96 (+10.8% upside). Target $1959.96 (+10.2%), stop $1645.47 (−8.0%), A.R:R -1.0:1. Stop-loss: $1645.47.

What are the risks of investing in ASML?

Analyst target reached - limited upside remaining; Expensive valuation; Negative momentum.

Is ASML overvalued or undervalued?

ASML Holding N.V. - New York Re trades at a P/E of 60.2 (forward 36.0). TrendMatrix value score: 2.4/10. Verdict: Hold.

What do analysts say about ASML?

42 analysts cover ASML with a consensus score of 3.9/5. Average price target: $1755.

What does ASML Holding N.V. - New York Re do?ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and...

ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems. The company offers lithography, metrology, and inspection systems. It also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography systems solutions to manufacture various range of semiconductor nodes and technologies. In addition, the company offers metrology and inspection systems, including YieldStar optical metrology systems, a diffraction-based wafer metrology platform to assess the quality of patterns on the wafers; and HMI electron beam solutions to locate and analyze individual chip defects. Further, it provides computational lithography solutions, and lithography systems and control software solutions; and refurbishes and upgrades lithography systems, as well as offers customer support and related services. Additionally, the company offers hardware, software, and services to chipmakers to produce the patterns of integrated circuits. It operates in Japan, South Korea, Singapore, Taiwan, China, rest of Asia, the Netherlands, rest of Europe, the Middle East, Africa, and the United States. The company was formerly known as ASM Lithography Holding N.V. and changed its name to ASML Holding N.V. in 2001. ASML Holding N.V. was founded in 1984 and is headquartered in Veldhoven, the Netherlands.

Related stocks: LRCX (Lam Research Corporation) · AMAT (Applied Materials, Inc.) · KLAC (KLA Corporation) · NVDA (NVIDIA Corporation) · TSM (Taiwan Semiconductor Manufactur)
Home Stocks ASML

Latest news

Latest News

Yahoo Finance39d ago
The Motley Fool47d ago
Yahoo Finance47d ago
The Motley Fool19d ago
Yahoo Finance19d ago
Yahoo Finance19d ago
Investing.com19d ago
Yahoo Finance19d ago
Barron's82d ago
GuruFocus82d ago
The Motley Fool82d ago
Yahoo Finance82d ago
Yahoo Finance82d ago
Morningstar82d agoEarnings
Seeking Alpha82d agoEarnings
Barron's82d ago
TradingKey82d ago
Benzinga82d ago
Investing.com82d agoAnalyst
Investor's Business Daily82d agoEarnings
Loading more...