Bernstein Raises its Price Target on ASML Holding (ASML)

ASML Holding N.V. (NASDAQ:ASML) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX.

On July 6, 2026, Bernstein analyst David Dai raised the firm’s price target on ASML Holding N.V. (NASDAQ:ASML) to $2,623 from $1,971 and kept an Outperform rating on the shares. Dai said Bernstein is materially increasing its ASML topline forecasts after the unprecedented AI-driven expansion in both advanced logic and DRAM capacity. The firm raised its EUV shipment forecasts to 91 systems in 2027 and 113 in 2028, and expects ASML to expand EUV capacity.

On July 8, Morgan Stanley analyst Lee Simpson raised the firm’s price target on ASML Holding N.V. (NASDAQ:ASML) to EUR 1,830 from EUR 1,660 previously and kept an Overweight rating on the shares.

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On June 30, Susquehanna raised the firm’s price target on ASML to EUR 2,350 from EUR 1,475 and kept a Positive rating on the shares. Susquehanna updated its model following channel checks, suggesting an upward revision to SCE backlog now extending beyond one year, with WFE expected to reach as high as $300B. The firm is raising its estimates for 2026 and 2027 and introducing 2028 projections based on WFE of $250B.

ASML Holding N.V. (NASDAQ:ASML) provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.

While we acknowledge the risk and potential of ASML as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ASML and that has 10,000% upside potential, check out our report about the cheapest AI stock.

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