StreetInsider.com News Articles

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

BofA Securities prefers semicaps top picks on mix, pricing, NAND, China upside

Tue, 20 Oct 2026 08:38:00 -0400

Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, ASM and VAT, which it prefers within the group.

It also pointed to bearish positioning and

UBS sees upside in this AI chip equipment provider

Thu, 15 Oct 2026 15:00:00 -0400

Investing.com - Earlier this week, this Dutch maker of chipmaking equipment said some of its clients were already placing orders for 2029 and 2030, soothing worries over the longevity of runaway demand for artificial intelligence infrastructure.

The company, Europe's largest by market valuation at around 563 billion euros, provides the cutting-edge tools used to manufacture the high-end processors underpinning the AI boom. Expenditures on ASML's products has soared as a result, although some investors have flagged concerns that customers may not be able to maintain such elevated spending levels.

Still, the firm, ASML, said it is now looking to increase capacity

Form S-8 POS ASML HOLDING NV

Thu, 15 Oct 2026 10:08:00 -0400

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ASML Inc. (ASML) PT Lowered to $2,350 at JPMorgan

Thu, 15 Oct 2026 09:07:22 -0400

JPMorgan analyst Sandeep Deshpande lowered the price target on ASML Inc. (NASDAQ: ASML) to $2,350.00 (from $2,400.00) while maintaining a Overweight rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,300 at Citi

Thu, 15 Oct 2026 05:33:22 -0400

Citi analyst Pavan Daswani raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,300.00 (from EUR2,200.00) while maintaining a Buy rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,300 at Citi

Thu, 15 Oct 2026 05:33:22 -0400

Citi analyst Pavan Daswani raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,300.00 (from EUR2,200.00) while maintaining a Buy rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,300 at Citi

Thu, 15 Oct 2026 05:33:22 -0400

Citi analyst Pavan Daswani raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,300.00 (from EUR2,200.00) while maintaining a Buy rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,300 at Citi

Thu, 15 Oct 2026 05:33:22 -0400

Citi analyst Pavan Daswani raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,300.00 (from EUR2,200.00) while maintaining a Buy rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,500 at Barclays

Thu, 15 Oct 2026 01:58:22 -0400

Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,500.00 (from EUR2,450.00) while maintaining a Overweight rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,500 at Barclays

Thu, 15 Oct 2026 01:58:22 -0400

Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,500.00 (from EUR2,450.00) while maintaining a Overweight rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,500 at Barclays

Thu, 15 Oct 2026 01:58:22 -0400

Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,500.00 (from EUR2,450.00) while maintaining a Overweight rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,500 at Barclays

Thu, 15 Oct 2026 01:58:22 -0400

Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,500.00 (from EUR2,450.00) while maintaining a Overweight rating.

BofA Securities Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 08:03:34 -0400

BofA Securities analyst Didier Scemama reiterated a Buy rating and EUR2,557.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

The analyst comments: “Q3 revenue was €11,662mn, +55.2% YoY/+25.0%, largely in line with VA cons of €11,715mn, reflecting strong execution of the ramp-up. IBM sales came in above guidance at €3.3bn, driven by continued strong demand for productivity upgrades. Gross margin was 57.4%, above VA cons of 56.0%. Q3 EBIT was €5,173mn, 4.7% above VA cons of €4,943mn, while EPS of €12.9 was 18.9% above VA cons of €10.9. Free cash flow was €11,384mn, 201.8% above VA cons of €3,772mn. For

BofA Securities Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 08:03:34 -0400

BofA Securities analyst Didier Scemama reiterated a Buy rating and EUR2,557.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).