Rothschild Redburn Stays Bullish on ASML on Strong Order Intake

ASML Holding N.V. (NASDAQ:ASML) is one of the Hot AI Stocks to Keep on Your Radar. On January 13, Rothschild Redburn analyst Timm Schulze-Melander raised the price target on the stock to EUR1, 250.00 (from EUR1, 200.00) while maintaining a Buy rating.

The research firm lifted its Q4 2025 order intake forecast for ASML to €7,047 million, roughly 13% above the consensus estimate of €6,249 million. This marks the final quarter ASML reports its order intake on a quarterly basis.

The firm anticipates that TSMC’s Technology Symposium in April 2026 will be the next significant catalyst for its high NA EUV investment thesis, expecting the company to provide an update on its roadmap that potentially moves up implementation from 2030 to 2028. This would put it in more direct competition with Intel Foundry.

Back in July 2025, the firm had warned that strong semiconductor sales wouldn’t immediately translate into capital equipment demand; forecasting a second-half plateau as utilization improved. The firm now believes that utilization has improved enough for demand to turn positive, with momentum building through 2028.

ASML Holding N.V. (NASDAQ:ASML) develops and sells advanced semiconductor equipment, including lithography, metrology, and inspection systems for chip manufacturing.

While we acknowledge the potential of ASML as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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