ASML upgraded to Buy after three Holds, with the AI capex cycle still underwriting multi-year growth. The bull case leans on double-digit capacity expansion through 2028, price hikes from 2027, and ou

What happened: A Seeking Alpha analyst upgraded ASML Holding (ASML) (ASMLF) to Buy, citing a generational buying opportunity as AI capex continues. The analyst noted the stock's consolidation since June 2026. Key numbers: Consolidation since June 2026; prior Hold rating in July 2026. Why it matters: The analyst said the consolidation let the stock grow into its premium valuations and credited the prior Hold rating, with the upgrade tied to reiterated durability. Disclosure: The analyst reports a long position in ASML, MU, NVDA, AVGO, AMD, and SKHY.

A Seeking Alpha analyst upgraded ASML Holding (ASML) (ASMLF) to Buy, citing a generational buying opportunity as AI capex continues. The analyst noted the stock's consolidation since June 2026.

The analyst said the consolidation let the stock grow into its premium valuations and credited the prior Hold rating, with the upgrade tied to reiterated durability. Disclosure: The analyst reports a long position in ASML, MU, NVDA, AVGO, AMD, and SKHY.