http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 11 Mar 2026 09:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Mar+09/26143523.html si-local-file:///var/storage/secattach/20260311/26143523.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Mar+09/26143523.html Wed, 11 Mar 2026 09:00:00 -0400 ASML ASML O.05997265 http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Mar+09/26143523.html si-local-file:///var/storage/secattach/20260311/26143523.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Mar+09/26143523.html Wed, 11 Mar 2026 09:00:00 -0400 ASML ASML O.05997265 http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Mar+09/26143523.html si-local-file:///var/storage/secattach/20260311/26143523.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Mar+09/26143523.html Wed, 11 Mar 2026 09:00:00 -0400 ASML ASML O.05997265 http://www.streetinsider.com/Intl+Ratings/TD+Cowen%3A+%27ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+Remains+Our+Best+European+Idea+in+2026%27/26136749.html <p>TD Cowen analyst Krish Sankar reiterated a Buy rating and EUR1,500.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).</p><p>The analyst commented: "Europe Best Ideas: Litho Leader To Benefit From Longer Term EUV Strength; ASML remains our best European idea in 2026 as its litho leadership is a critical enabler of AI (via leading edge foundry & DRAM scaling). Typically, ASML trades at a premium to its US large cap peers (EUV monopoly, scarcity value); but currently the delta is small given growth forecasts slightly below peers (+10% Y/Y Vs peer's ~20+% Y/Y). LT thesis intact, making the stock set-up http://www.streetinsider.com/Intl+Ratings/TD+Cowen%3A+%27ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+Remains+Our+Best+European+Idea+in+2026%27/26136749.html Tue, 10 Mar 2026 09:07:20 -0400 ASML http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+Remains+Our+Best+European+Idea+in+2026%27/26136749.html <p>TD Cowen analyst Krish Sankar reiterated a Buy rating and EUR1,500.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).</p><p>The analyst commented: "Europe Best Ideas: Litho Leader To Benefit From Longer Term EUV Strength; ASML remains our best European idea in 2026 as its litho leadership is a critical enabler of AI (via leading edge foundry & DRAM scaling). Typically, ASML trades at a premium to its US large cap peers (EUV monopoly, scarcity value); but currently the delta is small given growth forecasts slightly below peers (+10% Y/Y Vs peer's ~20+% Y/Y). LT thesis intact, making the stock set-up http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+Remains+Our+Best+European+Idea+in+2026%27/26136749.html Tue, 10 Mar 2026 09:07:20 -0400 ASML http://www.streetinsider.com/Intl+Ratings/TD+Cowen%3A+%27ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+Remains+Our+Best+European+Idea+in+2026%27/26136749.html <p>TD Cowen analyst Krish Sankar reiterated a Buy rating and EUR1,500.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).</p><p>The analyst commented: "Europe Best Ideas: Litho Leader To Benefit From Longer Term EUV Strength; ASML remains our best European idea in 2026 as its litho leadership is a critical enabler of AI (via leading edge foundry & DRAM scaling). Typically, ASML trades at a premium to its US large cap peers (EUV monopoly, scarcity value); but currently the delta is small given growth forecasts slightly below peers (+10% Y/Y Vs peer's ~20+% Y/Y). LT thesis intact, making the stock set-up http://www.streetinsider.com/Intl+Ratings/TD+Cowen%3A+%27ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+Remains+Our+Best+European+Idea+in+2026%27/26136749.html Tue, 10 Mar 2026 09:07:20 -0400 ASML http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+Remains+Our+Best+European+Idea+in+2026%27/26136749.html <p>TD Cowen analyst Krish Sankar reiterated a Buy rating and EUR1,500.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).</p><p>The analyst commented: "Europe Best Ideas: Litho Leader To Benefit From Longer Term EUV Strength; ASML remains our best European idea in 2026 as its litho leadership is a critical enabler of AI (via leading edge foundry & DRAM scaling). Typically, ASML trades at a premium to its US large cap peers (EUV monopoly, scarcity value); but currently the delta is small given growth forecasts slightly below peers (+10% Y/Y Vs peer's ~20+% Y/Y). LT thesis intact, making the stock set-up http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+Remains+Our+Best+European+Idea+in+2026%27/26136749.html Tue, 10 Mar 2026 09:07:20 -0400 ASML http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html <p>BofA Securities analyst Didier Scemama raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,598.00 (from EUR1,583.00) while maintaining a Buy rating.</p><p>The analyst commented, "We raise our CY26-28E sales and EPS ests. We model CY26E revenue growth of 18.5% (vs css of +15%) with Tool revenues up 20% yoy, broadly consistent with peers, and IBM sales up 15% yoy. We see pull-ins in DRAM driving our EUV deliveries to 64 up from 61 prior (SK Hynix +3). We think tight 2/3nm capacity will likely drive additional software upgrades, underpinning our new IBM forecasts. For CY27E we now http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html Thu, 05 Mar 2026 10:18:58 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html <p>BofA Securities analyst Didier Scemama raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,598.00 (from EUR1,583.00) while maintaining a Buy rating.</p><p>The analyst commented, "We raise our CY26-28E sales and EPS ests. We model CY26E revenue growth of 18.5% (vs css of +15%) with Tool revenues up 20% yoy, broadly consistent with peers, and IBM sales up 15% yoy. We see pull-ins in DRAM driving our EUV deliveries to 64 up from 61 prior (SK Hynix +3). We think tight 2/3nm capacity will likely drive additional software upgrades, underpinning our new IBM forecasts. For CY27E we now http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html Thu, 05 Mar 2026 10:18:58 -0400 ASML http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html <p>BofA Securities analyst Didier Scemama raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,598.00 (from EUR1,583.00) while maintaining a Buy rating.</p><p>The analyst commented, "We raise our CY26-28E sales and EPS ests. We model CY26E revenue growth of 18.5% (vs css of +15%) with Tool revenues up 20% yoy, broadly consistent with peers, and IBM sales up 15% yoy. We see pull-ins in DRAM driving our EUV deliveries to 64 up from 61 prior (SK Hynix +3). We think tight 2/3nm capacity will likely drive additional software upgrades, underpinning our new IBM forecasts. For CY27E we now http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html Thu, 05 Mar 2026 10:18:58 -0400 ASML http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html <p>BofA Securities analyst Didier Scemama raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,598.00 (from EUR1,583.00) while maintaining a Buy rating.</p><p>The analyst commented, "We raise our CY26-28E sales and EPS ests. We model CY26E revenue growth of 18.5% (vs css of +15%) with Tool revenues up 20% yoy, broadly consistent with peers, and IBM sales up 15% yoy. We see pull-ins in DRAM driving our EUV deliveries to 64 up from 61 prior (SK Hynix +3). We think tight 2/3nm capacity will likely drive additional software upgrades, underpinning our new IBM forecasts. For CY27E we now http://www.streetinsider.com/Intl+Ratings/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html Thu, 05 Mar 2026 10:18:58 -0400 ASML http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html <p>BofA Securities analyst Didier Scemama raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,598.00 (from EUR1,583.00) while maintaining a Buy rating.</p><p>The analyst commented, "We raise our CY26-28E sales and EPS ests. We model CY26E revenue growth of 18.5% (vs css of +15%) with Tool revenues up 20% yoy, broadly consistent with peers, and IBM sales up 15% yoy. We see pull-ins in DRAM driving our EUV deliveries to 64 up from 61 prior (SK Hynix +3). We think tight 2/3nm capacity will likely drive additional software upgrades, underpinning our new IBM forecasts. For CY27E we now http://www.streetinsider.com/Analyst+PT+Change/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html Thu, 05 Mar 2026 10:18:58 -0400 ASML http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html <p>BofA Securities analyst Didier Scemama raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR1,598.00 (from EUR1,583.00) while maintaining a Buy rating.</p><p>The analyst commented, "We raise our CY26-28E sales and EPS ests. We model CY26E revenue growth of 18.5% (vs css of +15%) with Tool revenues up 20% yoy, broadly consistent with peers, and IBM sales up 15% yoy. We see pull-ins in DRAM driving our EUV deliveries to 64 up from 61 prior (SK Hynix +3). We think tight 2/3nm capacity will likely drive additional software upgrades, underpinning our new IBM forecasts. For CY27E we now http://www.streetinsider.com/Analyst+Comments/ASML+Holding+NV+%28ASML%3ANA%29+%28ASML%29+PT+Raised+to+EUR1%2C598+at+BofA+Securities/26116734.html Thu, 05 Mar 2026 10:18:58 -0400 ASML http://www.streetinsider.com/Hot+List/These+2+EU+names+are+the+most+well-held+stocks+by+active+LOs/26084864.html <p>While Long Only (LO) funds' biggest Overweights tend to outperform their biggest underweights in rising markets historically, this pattern has been broken since mid-last year, says Morgan Stanley. A recent note discusses updates to the firm’s real money positioning to the end of Q4, zooming in on LO positioning in different AI segments, and identifies two EU names that are the most well-held stocks by active LOs.</p><p>Firm analysts focused on AI segments, comparing top enablers vs market 'disrupted debated,' real assets & compute vs cyclical services, etc. They say Schneider Electric (EPA: SCHN) (OTA: SBGSY) (OTC: SBGSY) and ASML (NASDAQ: http://www.streetinsider.com/Hot+List/These+2+EU+names+are+the+most+well-held+stocks+by+active+LOs/26084864.html Sun, 01 Mar 2026 04:00:00 -0400 ASML SBGSY http://www.streetinsider.com/Hot+List+Pro/These+2+EU+names+are+the+most+well-held+stocks+by+active+LOs/26084864.html <p>While Long Only (LO) funds' biggest Overweights tend to outperform their biggest underweights in rising markets historically, this pattern has been broken since mid-last year, says Morgan Stanley. A recent note discusses updates to the firm’s real money positioning to the end of Q4, zooming in on LO positioning in different AI segments, and identifies two EU names that are the most well-held stocks by active LOs.</p><p>Firm analysts focused on AI segments, comparing top enablers vs market 'disrupted debated,' real assets & compute vs cyclical services, etc. They say Schneider Electric (EPA: SCHN) (OTA: SBGSY) (OTC: SBGSY) and ASML (NASDAQ: http://www.streetinsider.com/Hot+List+Pro/These+2+EU+names+are+the+most+well-held+stocks+by+active+LOs/26084864.html Sun, 01 Mar 2026 04:00:00 -0400 ASML SBGSY http://www.streetinsider.com/Hot+List/These+2+EU+names+are+the+most+well-held+stocks+by+active+LOs/26084864.html <p>While Long Only (LO) funds' biggest Overweights tend to outperform their biggest underweights in rising markets historically, this pattern has been broken since mid-last year, says Morgan Stanley. A recent note discusses updates to the firm’s real money positioning to the end of Q4, zooming in on LO positioning in different AI segments, and identifies two EU names that are the most well-held stocks by active LOs.</p><p>Firm analysts focused on AI segments, comparing top enablers vs market 'disrupted debated,' real assets & compute vs cyclical services, etc. They say Schneider Electric (EPA: SCHN) (OTA: SBGSY) (OTC: SBGSY) and ASML (NASDAQ: http://www.streetinsider.com/Hot+List/These+2+EU+names+are+the+most+well-held+stocks+by+active+LOs/26084864.html Sun, 01 Mar 2026 04:00:00 -0400 ASML SBGSY http://www.streetinsider.com/Hot+List+Pro/These+2+EU+names+are+the+most+well-held+stocks+by+active+LOs/26084864.html <p>While Long Only (LO) funds' biggest Overweights tend to outperform their biggest underweights in rising markets historically, this pattern has been broken since mid-last year, says Morgan Stanley. A recent note discusses updates to the firm’s real money positioning to the end of Q4, zooming in on LO positioning in different AI segments, and identifies two EU names that are the most well-held stocks by active LOs.</p><p>Firm analysts focused on AI segments, comparing top enablers vs market 'disrupted debated,' real assets & compute vs cyclical services, etc. They say Schneider Electric (EPA: SCHN) (OTA: SBGSY) (OTC: SBGSY) and ASML (NASDAQ: http://www.streetinsider.com/Hot+List+Pro/These+2+EU+names+are+the+most+well-held+stocks+by+active+LOs/26084864.html Sun, 01 Mar 2026 04:00:00 -0400 ASML SBGSY http://www.streetinsider.com/SEC+Filings/Form++20-F+++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054761.html <p><a target="_blank" href="http://archive.fast-edgar.com/20260225/AQZZT22COC22B292222L2WZ2EDLGZ22IIO82">http://archive.fast-edgar.com/20260225/AQZZT22COC22B292222L2WZ2EDLGZ22IIO82</a></p> <p> Filed on: February 25, 2026 </p> http://www.streetinsider.com/SEC+Filings/Form++20-F+++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054761.html Wed, 25 Feb 2026 06:08:00 -0400 ASML ASML O.05997265 http://www.streetinsider.com/SEC+Filings/Form++20-F+++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054761.html <p><a target="_blank" href="http://archive.fast-edgar.com/20260225/AQZZT22COC22B292222L2WZ2EDLGZ22IIO82">http://archive.fast-edgar.com/20260225/AQZZT22COC22B292222L2WZ2EDLGZ22IIO82</a></p> <p> Filed on: February 25, 2026 </p> http://www.streetinsider.com/SEC+Filings/Form++20-F+++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054761.html Wed, 25 Feb 2026 06:08:00 -0400 ASML ASML O.05997265 http://www.streetinsider.com/SEC+Filings/Form++20-F+++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054761.html <p><a target="_blank" href="http://archive.fast-edgar.com/20260225/AQZZT22COC22B292222L2WZ2EDLGZ22IIO82">http://archive.fast-edgar.com/20260225/AQZZT22COC22B292222L2WZ2EDLGZ22IIO82</a></p> <p> Filed on: February 25, 2026 </p> http://www.streetinsider.com/SEC+Filings/Form++20-F+++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054761.html Wed, 25 Feb 2026 06:08:00 -0400 ASML ASML O.05997265 http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054748.html si-local-file:///var/storage/secattach/20260225/26054748.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054748.html Wed, 25 Feb 2026 06:06:00 -0400 ASML ASML O.05997265 http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054748.html si-local-file:///var/storage/secattach/20260225/26054748.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054748.html Wed, 25 Feb 2026 06:06:00 -0400 ASML ASML O.05997265 http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054748.html si-local-file:///var/storage/secattach/20260225/26054748.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++ASML+HOLDING+NV+++++++++++For%3A+Dec+31/26054748.html Wed, 25 Feb 2026 06:06:00 -0400 ASML ASML O.05997265 http://www.streetinsider.com/Reuters/ASML+sees+AI+demand+as+long-term+growth+driver+in+2025+annual+report/26054435.html <p>AMSTERDAM, Feb 25 (Reuters) - ‌ASML, the biggest ​supplier ​of lithography equipment used to make computer chips, said in its 2025 annual report published ‌Wednesday it now sees the artificial intelligence boom ⁠as the main driver for demand for its products.</p> <p>The report reflects ‌a change in tone from ‌2024, when the company emphasized that the semiconductor industry is cyclical and AI might prove a disappointment.</p> * "At first, ​we http://www.streetinsider.com/Reuters/ASML+sees+AI+demand+as+long-term+growth+driver+in+2025+annual+report/26054435.html Wed, 25 Feb 2026 05:27:19 -0400 ASML http://www.streetinsider.com/General+News/ASML+sees+AI+demand+as+long-term+growth+driver+in+2025+annual+report/26054435.html <p>AMSTERDAM, Feb 25 (Reuters) - ‌ASML, the biggest ​supplier ​of lithography equipment used to make computer chips, said in its 2025 annual report published ‌Wednesday it now sees the artificial intelligence boom ⁠as the main driver for demand for its products.</p> <p>The report reflects ‌a change in tone from ‌2024, when the company emphasized that the semiconductor industry is cyclical and AI might prove a disappointment.</p> * "At first, ​we http://www.streetinsider.com/General+News/ASML+sees+AI+demand+as+long-term+growth+driver+in+2025+annual+report/26054435.html Wed, 25 Feb 2026 05:27:19 -0400 ASML