Bowie Capital Management LLC Cuts Stake in ASML Holding N.V. $ASML

Bowie Capital Management LLC cut its position in ASML Holding N.V. (NASDAQ:ASML) by 9.6% in the 1st quarter, Holdings Channel reports. The institutional investor owned 69,749 shares of the semiconductor company’s stock after selling 7,435 shares during the quarter. ASML accounts for approximately 3.4% of Bowie Capital Management LLC’s investment portfolio, making the stock its 15th biggest holding. Bowie Capital Management LLC’s holdings in ASML were worth $92,127,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in ASML. Cornerstone Financial Management LLC bought a new stake in shares of ASML during the fourth quarter valued at approximately $26,000. Binnacle Investments Inc lifted its position in ASML by 78.9% in the 2nd quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 15 shares in the last quarter. Resources Management Corp CT ADV boosted its stake in ASML by 1,150.0% during the 4th quarter. Resources Management Corp CT ADV now owns 25 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 23 shares during the last quarter. North Star Investment Management Corp. increased its holdings in shares of ASML by 68.8% in the 4th quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company’s stock worth $29,000 after purchasing an additional 11 shares in the last quarter. Finally, Jessup Wealth Management Inc bought a new stake in shares of ASML in the 4th quarter worth $30,000. Institutional investors own 26.07% of the company’s stock.

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML raised its 2026 outlook after reporting stronger second-quarter results, with revenue and earnings up from a year ago. Management lifted full-year net sales guidance to €43 billion-€45 billion and confirmed third-quarter sales guidance, reinforcing expectations for continued growth. ASML Lifts 2026 Outlook As High NA EUV Enters Intel Production Might Change The Case For Investing In ASML Holding (ENXTAM:ASML)
• Positive Sentiment: The company’s results are being tied to booming AI infrastructure spending, with multiple reports highlighting that demand for advanced chipmaking tools remains very strong. That supports the investment case for ASML’s lithography systems and suggests the growth trend may continue. This Unsung Artificial Intelligence (AI) Hero Just Announced Incredible News. Is It Still a Buy?
• Positive Sentiment: Articles also pointed to ASML’s strong first-half performance and a large rally already underway, driven by the AI boom and a “blowout” earnings report. That momentum may be encouraging traders to keep buying the stock on expectations of sustained demand. Why ASML Stock Jumped 86% in the First Half of 2026
• Neutral Sentiment: ASML’s high-NA EUV tools are beginning to enter Intel production, which could strengthen the company’s long-term growth story, but the immediate stock impact is less certain because this is more of an execution and adoption milestone. ASML Lifts 2026 Outlook As High NA EUV Enters Intel Production Might Change The Case For Investing In ASML Holding (ENXTAM:ASML)
• Neutral Sentiment: Reports that ASML is offering a €20,000 retention bonus to employees staying through 2030 suggest it wants to secure talent for future growth, but this is not likely to be a major near-term stock driver. ASML offering employees €20,000 bonus if they stay until 2030

Analysts Set New Price Targets

Several equities research analysts recently commented on ASML shares. Berenberg Bank reaffirmed a “buy” rating on shares of ASML in a research report on Friday, May 8th. Weiss Ratings raised shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, July 17th. The Goldman Sachs Group reiterated a “buy” rating on shares of ASML in a research note on Thursday, June 11th. Wells Fargo & Company boosted their price objective on shares of ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Finally, Morningstar downgraded shares of ASML to a “sell” rating in a research report on Wednesday, May 27th. Four analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, ASML currently has an average rating of “Moderate Buy” and a consensus price target of $1,970.33.

ASML Price Performance

NASDAQ ASML opened at $1,801.86 on Thursday. The company has a quick ratio of 0.80, a current ratio of 1.33 and a debt-to-equity ratio of 0.09. The firm has a market capitalization of $708.64 billion, a P/E ratio of 56.06, a PEG ratio of 0.94 and a beta of 1.78. The company has a 50-day moving average price of $1,745.47 and a 200-day moving average price of $1,518.48. ASML Holding N.V. has a 52 week low of $683.48 and a 52 week high of $1,999.96.

ASML (NASDAQ:ASML) last announced its earnings results on Sunday, June 28th. The semiconductor company reported $8.65 EPS for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. The business had revenue of $10.64 billion during the quarter. Equities research analysts anticipate that ASML Holding N.V. will post 42.68 earnings per share for the current year.

ASML Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th will be issued a dividend of $2.1507 per share. This represents a $8.60 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, July 28th. ASML’s payout ratio is currently 33.51%.

About ASML

ASML Holding N.V. (NASDAQ: ASML) is a Dutch company that develops, manufactures and services advanced photolithography systems used to produce semiconductor chips. Headquartered in Veldhoven, Netherlands, ASML supplies capital equipment and associated software and services that enable semiconductor manufacturers to pattern the intricate circuits on silicon wafers. The company is widely recognized for its leadership in extreme ultraviolet (EUV) lithography as well as its deep ultraviolet (DUV) platforms used across multiple process nodes.

ASML’s product portfolio includes EUV and DUV lithography machines, light sources, imaging optics and control software, together with spare parts, upgrades and field services.