Wall Street Turns Bullish on ​ASML Holding N.V. (ASML), Here’s Why

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Wall Street Turns Bullish on ​ASML Holding N.V. (ASML), Here’s Why

Talha Qureshi

Wed, February 18, 2026 at 2:56 AM GMT+9 2 min read

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​ASML Holding N.V. (NASDAQ:ASML) is one of the Best Performing Foreign Stocks to Buy Now. ASML Holding N.V. (NASDAQ:ASML) released its fiscal Q4 2025 earnings on January 28. The company topped revenue estimates and reported strong bookings growth. Wall Street has been bullish on the stock ever since.

​Recently, on January 29, Barclays upgraded the stock from Hold to Buy without disclosing any price targets. On the same day, Bernstein raised the price target from $1,642 to $1,911 and maintained a Buy rating on the stock.

​ASML Holding N.V. (NASDAQ:ASML) reported 20.37% year-over-year revenue growth during the quarter to reach $11.61 billion and topped the estimates by $161. 73 million. However, the EPS of $8.77 fell slightly short by $0.25. Management noted fiscal Q4 to be a record quarter in terms of sales, order intake, and free cash flow generation. Notably, the quarterly bookings reached €13.2 billion in Q4, almost double Wall Street’s expectations.

​Analysts at Bernstein noted that out of the €13.2 billion bookings, memory accounts for 56% of the bookings, while logic makes up 44%. Moreover, the backlog reflects a roughly €7 billion quarter-over-quarter increase.

Looking ahead, ASML Holding N.V. (NASDAQ:ASML) expects 2026 total net sales to be in the range of €34 billion and €39 billion, with a gross margin between 51% and 53%.

​ASML Holding N.V. (NASDAQ:ASML) is a Dutch company that develops, produces, and services advanced photolithography machines essential for semiconductor manufacturing.

While we acknowledge the potential of ASML as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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