ASML Stock Surged on an Analyst Upgrade & Price Target Increase

ASML (ASML) stock soared on Thursday after analysts weighed in on the advanced semiconductor equipment systems company following a strong earnings report from one of its customers.

Let’s start with a dive into the latest analyst updates for ASML stock.

• KGI Securities analyst Leon Chen upgraded ASML stock to an Outperform rating from a Hold rating and set a $1,415 price target for the shares, suggesting a possible 11.97% upside.
• Five-star Wells Fargo analyst Joseph Quatrochi reiterated a Buy rating for ASML stock and raised his price target to $1,450 from $1,140, implying a potential 14.74% upside for the shares.

Quatrochi’s increased price target for ASML is tied to an update for the firm’s bottom-up Semi industry model. He highlighted Industrial and Electrical leading AI indicators, AI token-driven supply/demand model, and WFE die-to-wafer models as reasons for the new price target.

To go along with all of this, semiconductor company TSMC (TSM) just reported incredibly strong earnings for Q4 2025. That’s important to ASML as TSMC is one of its top customers.

ASML Stock Movement Today

ASML stock was up 6.57% in pre-market trading on Thursday, following a 0.51% drop yesterday. The shares have rallied 18.12% year-to-date and 68.43% over the past 12 months.

Despite the analysts’ updates and earnings news, shares of ASML haven’t seen much activity today. As of this writing, more than 240,000 shares have changed hands, compared to a three-month daily average trading volume of about 1.3 million units.

Is ASML Stock a Buy, Sell, or Hold?

Turning to Wall Street, the analysts’ consensus rating for ASML is Strong Buy, based on eight Buy and a single Hold rating over the past three months. With that comes an average ASML stock price target of $1,462.57, representing a potential 15.74% upside for the shares.

See more ASML stock analyst ratings