ASML Price Target Increased to EUR680 by Barclays

Tuesday, Sep 9, 2025 4:38 pm ET1min read

ASML Holding N.V. develops and sells advanced semiconductor equipment, including lithography, metrology, and inspection systems. Barclays analyst Simon Coles raised the price target on ASML to EUR680, citing the company's years of double-digit growth, but also noting uncertainties due to customer dynamics. ASML is a leading AI stock on Wall Street.

ASML Holding N.V. (NASDAQ: ASML), a leading provider of advanced semiconductor equipment, has seen its price target raised by Barclays analyst Simon Coles to EUR680.00, an increase from the previous target of EUR650.00, while maintaining an Equal Weight rating ASML (ASML) Price Target Raised to EUR680 at Barclays[2]. The upgrade reflects the company's years of double-digit growth but acknowledges uncertainties due to customer dynamics.

ASML develops and sells lithography, metrology, and inspection systems, which are essential for chip manufacturing. The company's focus on High Numerical Aperture (High NA) Extreme Ultraviolet (EUV) lithography technology positions it as a key player in the AI-driven semiconductor industry. EUV technology enables sharper imaging and higher productivity, allowing chipmakers to produce smaller, more efficient nodes and improve performance at lower costs ASML Aims 60B Euros in Sales by 2030: Can High NA Tools Lead the Way?[1].

ASML's strategic moat in AI supply chain enables compounding value through EUV tool sales and service contracts, positioning it as a long-term semiconductor leader. Recent analyst upgrades and robust financial performance underscore its strategic dominance. UBS Group, for instance, upgraded ASML to "Buy" with a €750 price target, citing strong gross margins and revenue growth The Strategic Case for ASML Amid AI-Driven Semiconductor Demand and Institutional Buy Upgrades[3].

ASML's competitive advantages are reflected in its financial performance. The company's gross margin of 53.7% in Q2 2025 and projected 15% annual revenue growth for 2025 outperform peers like AMD and TSMC. Despite macroeconomic headwinds, ASML's leadership in EUV lithography and its role in enabling the next generation of AI hardware ensure its long-term value creation.

References:

ASML Aims 60B Euros in Sales by 2030: Can High NA Tools Lead the Way?[1] https://www.nasdaq.com/articles/asml-aims-60b-euros-sales-2030-can-high-na-tools-lead-way
ASML (ASML) Price Target Raised to EUR680 at Barclays[2] https://finance.yahoo.com/news/asml-asml-price-target-raised-202847544.html
The Strategic Case for ASML Amid AI-Driven Semiconductor Demand and Institutional Buy Upgrades[3] https://www.ainvest.com/news/strategic-case-asml-ai-driven-semiconductor-demand-institutional-buy-upgrades-2509/

ASML Price Target Increased to EUR680 by Barclays

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