10 AI Stocks in Focus on Wall Street

7. ASML Holding N.V. (NASDAQ:ASML)

Number of Hedge Fund Holders: 82

ASML Holding N.V. (NASDAQ:ASML) is one of the 10 AI Stocks in Focus on Wall Street. On January 26, Bernstein SocGen Group analyst David Dai reiterated an Outperform rating on the stock with a $1,642.00 price target. The firm anticipates a robust Q4 beat, with revenue and booking strength viewed as key upside drivers.

With ASML set to report earnings on January 28^th, the firm has previewed its latest data points and buy side expectations. It believes ASML will likely beat consensus expectations, with order strength bearing more importance.

According to import data, ASML could report EUR 9.7Bn in revenue, compared with consensus estimates of 9.5 billion. Notably, imports from China reached EUR 3.27 billion in Q4, which is the highest level on record.

Bernstein emphasized that attention should be centered around Q4 booking number, as it is the last booking report from ASML. The firm anticipates a very robust quarter as both advanced logic manufacturers (TSMC) and DRAM producers raised their 2026 expectations during the fourth quarter of 2025.

It added how Chinese customers have likely placed major orders to support their leading-edge expansion efforts.

Further, we believe China has also put in a big order to support their leading edge expansion (ASML: Don’t forget DUV). Buy side expectations for booking has gone up to at least €8bn but we think there is upside.