ASML Rises on Strong Demand, Analyst Upgrades

ASML shares have surged about 28–29% recently on stronger memory capex and sustained demand for EUV lithography from customers including TSMC, Samsung and Intel. Major analysts upgraded coverage—Deutsche Bank lifted its target to $954 and Mizuho to $985—after the rally. The company reported solid revenue and net‑income growth and reaffirmed guidance of €30–35 billion for 2025 while seeing a longer‑term >€60 billion opportunity to 2030; shares remain volatile with a 52‑week range of roughly $579–$946. Market commentary flagged export controls, geopolitical tensions and potential tariff risks as the main downside factors. Broader coverage also noted Morningstar initiating coverage of Asana and ongoing debate over Alight’s valuation, while a Benzinga promotional alert highlighted demand for real‑time market intelligence.