Stock Track | ASML Holding NV Soars 5.04% Intraday on Bernstein Upgrade and AI Demand Boom

Stock Track01-05

ASML Holding NV's stock surged 5.04% during Monday's intraday trading session, driven by a bullish upgrade from Bernstein and strong demand for semiconductor equipment amid the AI boom.

Bernstein upgraded ASML to "Outperform" from "Market Perform" and raised its price target to $1,528 from $935, citing the company's exposure to "unprecedented AI demand." The firm named ASML its top pick in European semiconductors for 2026, highlighting its role in supplying lithography tools for DRAM and logic chips.

The upgrade reflects optimism around ASML's growth prospects as major chipmakers like Micron, Samsung, and TSMC ramp up capacity to meet AI-driven demand. Bernstein expects ASML's revenue to grow 6% in 2026 and 10-12% annually through 2030, with margins expanding to 57.7%.

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