ASML Holding N.V. (ASML) Investors Press Executives on the Outlook Despite the Bookings Success

ASML Holding N.V. (NASDAQ:ASML) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy.

ASML Holding N.V. (NASDAQ:ASML) announced record fourth-quarter bookings of €13.2 billion, significantly above the average analyst expectation of €6.85 billion, as reported by Bloomberg on January 28, 2026. This was due to the demand for innovative chipmaking equipment utilized in AI infrastructure. Extreme ultraviolet lithography equipment accounted for more than half of all reservations, totaling €7.4 billion. Based on management, clients expressed a more optimistic medium-term prognosis linked to ongoing AI demand, which is reflected in plans for extra capacity. The corporation projected 2026 revenue to be €34 billion-€39 billion, exceeding previous projections, and reported total net sales of €32.7 billion in 2025. In the fourth quarter, 36% of net system sales came from China.

Based on TheFly, Barclays boosted ASML Holding N.V. (NASDAQ:ASML) to Overweight from Equal Weight. It elevated its price goal to €1,500 from €1,200 in response to the results. As stated by the firm, major upgrades to projections were driven by record orders, and its guidance seems cautious. Barclays pointed to potential favorable prospects for the shares based on the strength of demand and order intake, noting room for further gain despite strong expectations before reporting.

ASML Holding N.V. (NASDAQ:ASML) leads the market in semiconductor lithography systems.

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Disclosure: None. This article is originally published at Insider Monkey.