11 AI Stocks Analysts Are Watching Closely

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7. ASML Holding N.V. (NASDAQ:ASML)

Number of Hedge Fund Holders: 82

ASML Holding N.V. (NASDAQ:ASML) is one of the 11 AI Stocks Analysts Are Watching Closely.  On December 10, Bank of America named ASML a “Top Pick,” stating that the semis company is a “Top Idea” in 2026.

“ASML is one of our “25 stocks for 2026″ and is on our Europe 1 list of top ideas. With the stock trading on 20.6x ’27 EV/EBITDA, we expect the stock to re-rate as 2027 marks an inflection.”

On the same day, Andrew Gardiner from Citi maintained a “Buy” rating on the stock with a price target of €1,200.00. The rating affirmation comes as part of a 2026 outlook for the European semiconductor equipment group.

According to the firm, AI-driven demand is likely to bring about healthy growth for ASML along with positive estimate revision momentum.

Despite the upbeat analyst outlooks, fresh geopolitical scrutiny for the stock has emerged. A recent report from Dutch television program Nieuwsuur said that customers of ASML include at least one firm with links to the Chinese military.

The report noted that ASML had sold parts to a subsidiary of state-owned China Electronics Technology Group. The said entity is an important supplier to the Chinese army.

ASML Holding N.V. (NASDAQ:ASML) develops and sells advanced semiconductor equipment, including lithography, metrology, and inspection systems for chip manufacturing.

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