Institutional Investors Bet Big on ASML Shares

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While retail investors express uncertainty, major financial institutions are making significant moves in ASML Holding NV. The Dutch semiconductor equipment manufacturer is witnessing substantial capital inflows from professional money managers, with several prominent firms dramatically increasing their stakes in the company during the second quarter.

Market analysts continue to express confidence in ASML’s prospects. The consensus rating among Wall Street firms remains “Moderate Buy,” with an average price target of $1,076.33. Bank of America recently reaffirmed its “Buy” recommendation, pointing to recovery signals in the DRAM segment and Chinese market activity. Morgan Stanley demonstrated even stronger conviction by naming ASML its “Top Pick” for 2026.