Goldman Sachs added ASML Holding N.V. to its European Conviction List on August 3, 2026. The bank cited improved visibility on capacity expansions. Strong demand in the logic and DRAM sectors drives this growth.
Bernstein separately named ASML its top investment idea for the third quarter of 2026. The firm highlighted the company's growth visibility and potential for margin expansion.
ASML also filed a routine report detailing share buyback transactions from the last week of July.