ASML ASML Holding N.V. Loading... : Bullish and Bearish Analyst Opinions
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17:40
Sep 01
Sep 01
UBS raises WFE forecasts; equipment names flagged.
UBS raises 2026-2028 WFE forecasts (2026 to $158B, +36% Y/Y); semiconductor equipment suppliers are flagged as beneficiaries, with no explicit buy/sell direction.
MED
17:10
Sep 01
Sep 01
UBS analysts predict China will not develop a viable alternative to ASML's extreme ultraviolet.
UBS analysts predict China will not develop a viable alternative to ASML's extreme ultraviolet technology within the next decade.
06:56
Sep 01
Sep 01
Samsung Hynix investment drives semiconductor equipment demand
Samsung Electronics and SK hynix are aggressively expanding HBM and advanced DRAM investment, and global equipment makers ASML, Lam Research, Applied Materials, and Tokyo Electron are hiring engineers and building facilities in Korea to support installation, maintenance, and process optimization. This real-world hiring and investment is a confirmation that semiconductor materials, parts, and equipment demand will improve.
HIGH
15:17
Aug 31
Aug 31
Morgan Stanley's note highlights growth in memory and foundry/logic WFE for 2026-2027.
Morgan Stanley's note highlights growth in memory and foundry/logic WFE for 2026-2027, but the tweet is a research summary without an explicit author position.
LOW
21:27
Aug 29
Aug 29
Top investors avoid ASML, raises doubts
Speaker implicitly questions ASML's investment merit by noting none of several prominent investors hold it, but offers no explicit bearish thesis or catalyst.
LOW
14:24
Aug 28
Aug 28
The tweet references ASML EUV and ICP-MS as equipment context.
The tweet references ASML EUV and ICP-MS as equipment context, but it is a rhetorical remark without a directional position or trade call.
LOW
17:28
Aug 27
Aug 27
Author explicitly frames a 51-company AI supply-chain map as research, not a buy list.
Author explicitly frames a 51-company AI supply-chain map as research, not a buy list, so all tickers are indexed as watch despite detailed bullish positioning.
09:06
Aug 27
Aug 27
Nvidia outlook lifts European chip suppliers
Nvidia's bullish outlook reassured investors worried about AI spending, driving a positive read-across to European technology and semiconductor suppliers such as Infineon, BE Semiconductor and Nokia.
MED
06:54
Aug 27
Aug 27
"AI compute, memory, packaging names listed"
"AI-infrastructure value-chain names across compute, memory, packaging, equipment, and storage are listed as beneficiaries; no explicit directional commitment or trade call."
MED
22:46
Aug 23
Aug 23
Author is bullish on the AI buildout over five years.
Author is bullish on the AI buildout over five years, but the tweet is a thematic performance review and forward-looking thesis without explicit current positions, so all tickers are watch.
19:38
Aug 22
Aug 22
Hold resilient names through bond hikes
Long these equities as the author sees them as resilient through bond-yield hikes, weak markets, and midterm turbulence, while avoiding high-multiple, unproven, debt-heavy names.
MED
08:44
Aug 22
Aug 22
Own ASML/TSM for stable-growth exposure
Own ASML/TSM as stable, world-class alternatives for investors who reject dilution-fueled scale-up risk; expect steady growth and strong fundamentals but not multi-bagger upside.
LOW
07:43
Aug 21
Aug 21
US is reportedly preparing to pressure the Netherlands into banning ASML from selling its.
US is reportedly preparing to pressure the Netherlands into banning ASML from selling its chipmaking equipment to China.
21:47
Aug 20
Aug 20
The author shares a Yole Group list for semiconductor WFE market overview.
The author shares a Yole Group list for semiconductor WFE market overview, presenting it as a research reference rather than a personal trade position.
LOW
12:30
Aug 20
Aug 20
The advanced technology segment saw exceptional 31% organic growth, with management explicitly stating this is the 'peak of the cycle' and they are 'starting to really have legs to the cycle,' implying sustained strength in semiconductor and electronics equipment demand. — Confirms a broadening and durable upcycle in semiconductor capital equipment, specifically in the advanced packaging segment, which is positive for key suppliers like ASML and AMAT.
MED
12:14
Aug 19
Aug 19
ASML is critical lithography choke point.
ASML is a crucial European choke point in AI chip manufacturing because it dominates the lithography machines that build chips. If ASML disappeared tomorrow it would be a problem for companies globally, a level of importance almost no other European company can match, while Europe would need massive spending to gain AI autonomy.
HIGH
06:48
Aug 19
Aug 19
ASML dominates Europe's chip autonomy spending
Europe needs $3 trillion by 2035 for tech autonomy across cloud, semiconductor equipment and foundries; the one area where Europe is dominant is lithography machines that build chips, where ASML dominates the market, positioning it as a key beneficiary of EU AI and chip self-sufficiency spending.
MED
06:16
Aug 19
Aug 19
ASML dominates Europe's chip autonomy push.
Europe's push for technology autonomy requires roughly $3 trillion by 2035, including about half a trillion for semiconductor capital equipment; ASML is Europe's dominant critical player because it makes lithography machines and is totally dominant in that market, positioning it as a beneficiary of European tech investment.
MED
17:03
Aug 18
Aug 18
Company possesses immense pricing power
Author identifies the company as having immense pricing power, capable of raising prices significantly without losing customers.
MED
01:57
Aug 18
Aug 18
Major funds are selling off hyperscaler stocks.
Major funds, particularly Ray Dalio's Bridgewater, are selling off massive positions in hyperscalers and semiconductor stocks, signaling a potential rotation out of big tech that is worth monitoring.
MED
00:27
Aug 18
Aug 18
Memory profit growth drives equipment investment.
Semiconductor equipment manufacturers are expected to benefit directly as the improving profitability of memory semiconductor companies translates into increased capital expenditures and equipment investments.
MED
22:51
Aug 17
Aug 17
TSMC and ASML strong through 2030.
TSMC and ASML are world leaders in semiconductor manufacturing and equipment, and they said AI-related demand would remain very strong through 2030. The market initially ignored that message, but the same long-term AI demand logic supports these leaders.
MED
15:18
Aug 17
Aug 17
Aschenbrenner closed massive semiconductor put hedges
Analyzes Q2 13F showing Aschenbrenner closed out massive put hedges across semiconductors and AI names.
MED
15:01
Aug 15
Aug 15
ASML gaining DRAM share via EUV adoption
Buy ASML as it gains DRAM market share driven by accelerating EUV adoption; semicap DRAM revenue is hitting new peaks, creating a favorable revenue cycle for the leading EUV supplier.
MED
20:53
Aug 14
Aug 14
Author reports a fund's Q2 position changes, listing new holdings and full exits of puts.
Author reports a fund's Q2 position changes, listing new holdings and full exits of puts and equities across semis and power names, but frames it as a factual disclosure rather than a personal forward-looking trade call.
20:49
Aug 14
Aug 14
Bernstein projects CY28 WFE reaching $300+ billion.
Notes Bernstein's projection of CY28 WFE reaching $300+ billion driven by AMAT's capacity scaling, with no directional view stated.
MED
07:52
Aug 14
Aug 14
Author discusses overreaction-driven opportunities and past positions.
Author discusses overreaction-driven opportunities and past positions, but frames current bets as recent moves without explicit forward calls, so all tickers are watch.
05:51
Aug 14
Aug 14
Author defends ASML's moat against China's semiconductor advancements but expresses no.
Author defends ASML's moat against China's semiconductor advancements but expresses no directional position, only confidence in the company's competitive durability.
LOW
04:31
Aug 14
Aug 14
Research note analyzing China's 28nm capex recovery and NAND upgrade cycle as read-throughs.
Research note analyzing China's 28nm capex recovery and NAND upgrade cycle as read-throughs for equipment, foundries, and analog suppliers, with directional impacts framed as fundamental risks rather than explicit positions.
04:31
Aug 14
Aug 14
WFE recurring revenue supported by fab utilization.
Watch WFE sector names as full fab utilization and AI service attach support recurring revenue, though spares growth may normalize.
MED
About ASML Analyst Coverage
Buzzberg tracks ASML (ASML Holding N.V.) across 96 sources. 169 bullish vs 5 bearish calls from 160 analysts. Sentiment: predominantly bullish (29%). 573 total trade ideas tracked. Past 7 days: 2 bullish, 7 watch. Latest voices: pequityresearch, Bloomberg, Park Se-ik.