5 Best AI Memory Stocks to Buy in 2026

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

Number of Hedge Fund Holders: 133

ASML Holding N.V. (NASDAQ:ASML) is one of the best AI memory stocks to buy in 2026. ASML Holding N.V. (NASDAQ:ASML) received a rating update from JPMorgan on June 3. The firm raised the price target on the stock to EUR 1,900 from EUR 1,515 and maintained an Overweight rating on the shares. ASML Holding N.V. (NASDAQ:ASML) also received a rating update from BofA on June 4, with the firm lifting the price target on the stock to EUR 1,921 from EUR 1,710 and maintaining a Buy rating on the shares following the company’s technology conference. The firm told investors in a research note that ASML Holding’s (NASDAQ:ASML) extreme ultraviolet lithography capacity could increase beyond 90 units by 2027 as it reduces lead times and finds assembly efficiencies. The firm also sees China’s demand recovering in 2027.

Separately, in its financial results for fiscal Q1 2026, ASML Holding N.V. (NASDAQ:ASML) reported total net sales of €8.8 billion, gross margin of 53.0%, and net income of €2.8 billion. The company anticipates Q2 2026 total net sales to be between €8.4 billion and €9.0 billion, and a gross margin between 51% and 52%.

ASML Holding N.V. (NASDAQ:ASML) is involved in the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems. It includes lithography, metrology, and inspection systems.