Goldman Sachs analyst Kate McShane has maintained their bullish stance on 0QB8 stock, giving a Buy rating on December 16.
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Kate McShane has given her Buy rating due to a combination of factors derived from ASML Holding NV’s recent roadshow insights. Firstly, the company’s position within the lithography market benefits from memory sector tightness, providing opportunities that are expected to sustain demand into the upcoming year. The structural growth in AI computing further bolsters this demand, although realization of expansion requires stronger commitment from its customer base.
Additionally, while growth in Extreme Ultraviolet (EUV) lithography layers has temporarily paused at the gate-all-around (GAA) node, there exists potential for re-acceleration following its transition. Looking forward to 2026, ASML displays multiple growth catalysts, including advancements in EUV technology, tool upgrades, and increased customer traction, all of which create favorable upside indicators for the stock.
McShane covers the Consumer Cyclical sector, focusing on stocks such as AutoZone, Dick’s Sporting Goods, and Home Depot. According to TipRanks, McShane has an average return of 5.3% and a 59.30% success rate on recommended stocks.
In another report released on December 16, Cantor Fitzgerald also maintained a Buy rating on the stock with a €1,300.00 price target.