Latest Analyst Views on Coatue’s Favorite 33 AI Stocks

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

Number of Hedge Fund Holders: 86 

Berenberg recently lowered the price target on ASML Holding N.V. (NASDAQ:ASML) to EUR 740 from EUR 800 and kept a Buy rating on the shares. ASML makes and sells advanced semiconductor equipment systems. In an investor note, the analyst told investors that the company’s Q1 results confirmed that the semi end-market dynamic was developing as expected, and artificial intelligence continued to be the main driver of semi end market demand. Although ASML acknowledged the near-term tariff uncertainty, the company maintained its 2025 revenue guidance, and expects 2026 to be another growth year, added the advisory.

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