ASML Holding stock holds gains as analysts adjust price targets
Published on 09/13/2026 at 14:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
ASML Holding stock (ISIN NL0010273215) has delivered a strong performance in 2026, with the shares reported up about 59 percent year to date and recently closing around EUR 1,468.60 on Euronext Amsterdam, reflecting sustained investor confidence as of early September 2026.
Analyst targets shift in early September 2026
According to Stock-World, Morgan Stanley lowered its price target for ASML from EUR 1,930 to EUR 1,700 on September 8, 2026, while maintaining an Overweight rating, reflecting a more cautious stance after the strong share price run.
In contrast, the analysis house Bernstein reaffirmed its Buy recommendation with an unchanged price target of EUR 2,452 on the same day, signaling that some analysts still see considerable upside potential for ASML stock compared with the current price level around EUR 1,468.60 as reported for a recent close, a gap of roughly 67 percent to Bernstein’s target.
Strong year-to-date performance and valuation context
The same Stock-World overview reports that ASML’s shares are up about 59 percent since the beginning of 2026, underlining how strongly ASML Holding stock has participated in the semiconductor and AI infrastructure rally in the current year.
Stock-World also notes that the share recently closed at EUR 1,468.60, leaving a distance of 16 percent to the 52-week high, so the stock is trading below its recent peak but still at elevated levels compared with earlier in the year, an indication that investors have already priced in substantial growth expectations.
Capacity expansion and strategic partnerships
According to Stock-World, ASML has officially begun construction of a second large industrial campus in the Brainport region of the Netherlands, called Brainport Industries Campus North, designed to cover about 350,000 square meters and create capacity for up to 20,000 jobs in several phases.
The same report highlights that ASML continues to deepen its cooperation with leading foundries TSMC and Samsung to support future chip technologies, underscoring the company’s central role as the sole provider of extreme ultraviolet lithography systems in the global semiconductor production chain.
Recent share buyback data and High-NA EUV progress
Stock-World additionally points out that ASML repurchased 254,235 of its own shares between August 24 and August 28, 2026, at a weighted average price of about EUR 1,498.14 per share, for a total volume of roughly EUR 380.85 million, illustrating the company’s ongoing capital-return program.
As summarized by Intellectia, Intel and ASML have already processed more than one million High-NA EUV wafers, a milestone that signals the readiness of ASML’s next-generation lithography technology for commercial manufacturing and supports the long-term growth story behind ASML Holding stock.
Upcoming earnings date and investor focus
Stock-World states that ASML plans to publish its next quarterly figures on October 14, 2026, and that the current share buyback program is scheduled to end on October 23, 2026, giving investors clear upcoming dates for potential catalysts and capital-allocation updates.
Against this backdrop of strong year-to-date performance, significant campus expansion, ongoing buybacks and mixed but generally positive analyst views, ASML Holding stock remains closely watched, with the October 14, 2026 results expected to show whether recent investments and High-NA EUV progress continue to translate into revenue and earnings growth.
ASML Holding stock key data
- Company: ASML Holding N.V.
- ISIN: NL0010273215
- Ticker: ASML
- Trading venue: Euronext Amsterdam
- Sector / Industry: Semiconductors / Semiconductor equipment
