11 Buzzing AI Stocks 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 11 Buzzing AI Stocks on Wall Street. On January 28, TD Cowen raised its price target on the stock to EUR1,500 from EUR1,000.00 while maintaining a “Buy” rating. The firm is positive on the robust EUV momentum for ASML, pointing to robust bookings and no bottlenecks in capacity expansion.

TD Cowen noted how ASML has reported robust results, booking, and guide. Bookings came in at 13.2 billion euros ($15.8 billion) in the fourth quarter of 2025, topping analyst expectations of 6.32 billion euros. 2026 sales guidance was also ahead of estimates as AI demand continues to support the chip giant’s business.

Highlighting ASML’s performance, the firm noted how there was a lot of discussion around capacity, with ASML’s CY26 outlook ranging from +4% to +19%, tied to immersion capacity and customers’ ability to receive equipment.

The firm said that management believes they are not the bottleneck to their customers’ capacity expansion plans this year.

“ASML reported solid results, bookings & guide. While there was a lot of discussion on capacity (the wide range in CY26 outlook, +4% to +19%, tied to immersion capacity & customers’ ability to receive), mgmt believes they are not the bottleneck to their customers’ capacity expansion plans this year. We model 12% rev growth this year (EUV +29% Y/Y) & 9% Y/Y in 2027 (EUV +18% Y/Y). PT to €1500.”