UBS Maintains Buy Rating on ASML Holding N.V.
UBS has reaffirmed its 'Buy' rating on ASML Holding N.V. with a price target of 2,400 euros.
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Taiwan Semiconductor partners with ASML on 12-inch EUV photomasks to boost productivity, cut costs, and power next-gen AI tech.
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UBS has reaffirmed its 'Buy' rating on ASML Holding N.V. with a price target of 2,400 euros.
ASML Holding N.V. is scheduled to trade ex-dividend on October 27, 2026, with a dividend payment of 2.10767 USD per share.
Apple launched new smart home products including the $299 HomeView device and premium security cameras/accessories, but analysts question whether consumers will pay significantly higher prices than competitors like Amazon and Google. The discussion also covers ASML's strong earnings and capacity constraints through 2028, and the luxury sector's struggles due to China's weakening demand and middle-class consumer pullback, though ultra-premium brands like Hermès remain resilient.
As the U.S. invests billions in domestic chip manufacturing, equipment suppliers ASML and Applied Materials are positioned to benefit first, followed by fab operators like TSMC, Intel, and Micron. The supply chain hierarchy means toolmakers get paid before factories reach full production, though each company faces distinct challenges including geopolitical risks, execution hurdles, and market cyclicality.
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