{"id":487642,"date":"2026-01-02T18:18:13","date_gmt":"2026-01-02T18:18:13","guid":{"rendered":"https:\/\/www.europesays.com\/us\/487642\/"},"modified":"2026-01-02T18:18:13","modified_gmt":"2026-01-02T18:18:13","slug":"asml-jumps-on-analyst-double-upgrade-citing-ai-cycle","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/487642\/","title":{"rendered":"ASML Jumps on Analyst Double Upgrade Citing AI Cycle"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/4092209\/asml-jumps-on-analyst-double-upgrade-citing-ai-cycle?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-7hmkaz\">ASML Holding (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/ASML\" data-ylk=\"slk:NASDAQ:ASML;elm:context_link;itc:0;sec:content-canvas\" target=\"_blank\" rel=\"noopener\">NASDAQ:ASML<\/a>) shares surged about 4% in early Friday trading after Aletheia Capital upgraded the chip-equipment maker&#8217;s European-listed stock to Buy from Sell, pointing to improving demand trends.<\/p>\n<p class=\"yf-7hmkaz\">The brokerage <a href=\"https:\/\/www.investing.com\/news\/stock-market-news\/asml-shares-jump-3-after-aletheia-capital-upgrade-bullish-euv-outlook-4427462\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:cited;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">cited <\/a>expanding semiconductor factories, capacity ramps and rising orders for extreme ultraviolet lithography tools, a technology used to produce advanced chips for artificial intelligence and high-performance computing.<\/p>\n<p class=\"yf-7hmkaz\">Aletheia also raised its price target sharply, reflecting expectations for stronger earnings momentum over the next two years as customers accelerate investment plans.<\/p>\n<p class=\"yf-7hmkaz\">Analysts said demand from leading chipmakers remains a key driver. Taiwan Semiconductor Manufacturing Company (TSM), one of ASML&#8217;s largest customers, is expected to install a higher number of EUV systems as it expands advanced manufacturing capacity.<\/p>\n<p class=\"yf-7hmkaz\">The brokerage lifted its forecasts for fiscal years 2026 and 2027, expecting faster growth in ASML&#8217;s EUV revenue, supported by higher shipment volumes and a richer mix of tools.<\/p>\n<p class=\"yf-7hmkaz\">Broader analyst sentiment toward ASML has also improved, with several firms raising earnings estimates in recent weeks as visibility into AI-related chip spending improves.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) shares surged about 4% in early Friday trading after&hellip;\n","protected":false},"author":3,"featured_media":487643,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,738,220137,220138,17970,228,158,67,132,68],"class_list":{"0":"post-487642","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-asml-holding","11":"tag-extreme-ultraviolet-lithography","12":"tag-gurufocus","13":"tag-taiwan-semiconductor-manufacturing-company","14":"tag-technology","15":"tag-united-states","16":"tag-unitedstates","17":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115826884929222612","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/487642","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=487642"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/487642\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/487643"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=487642"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=487642"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=487642"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}