ASML Holding N.V. (NASDAQ:ASML) saw its price target raised to $935 from $743 by Bernstein, citing an improved 2026 outlook. The stock rallied over 50% in the past two months due to positive industry developments like Samsung’s Taylor fab restart and TSMC’s U.S. capacity buildout.

Bernstein anticipates ASML to guide growth in 2026 with increased demand for EUV and DUV equipment, especially from the DRAM sector and China. China’s chip production push and advanced fab expansion could drive stronger demand, potentially accelerating in 2026.

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Read more at Yahoo Finance: ASML Stock Rally Justified by AI-Driven Chip Expansion, Says Bernstein