ASML Shares Gain Momentum on AI-Driven Semiconductor Optimism

ASML USN070592100

ASML Holding NV has entered the new year trading above $1,070 per share, a level reflecting growing institutional conviction. The Dutch semiconductor equipment manufacturer is being positioned by major investment banks as a primary selection for 2026, with professional investors concurrently increasing their stakes. This sentiment is anchored in the anticipation of a significant industry upcycle, fueled predominantly by skyrocketing artificial intelligence (AI) demand.

The bullish outlook from financial institutions is clear. Bank of America has elevated its price target to $1,331 and included ASML on its list of key recommendations for 2026. The bank’s analysts argue the company stands to benefit disproportionately from the global build-out of AI infrastructure.