ASML Holding N.V. (ASML) — closed signal from January 2, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on April 2, 2026.
Predicted vs. what happened
What happened
Reached its target in 20 days.
The thesis — published January 2, 2026
A major broker just raised its recommendation and set a $1,500 target, which often makes investors more willing to buy. The stock sits in a longer-term uptrend, so buying small amounts if the price falls a bit can reduce risk. There is still short-term selling pressure, so stage buys rather than buying all at once.
Primary drivers
- Broker upgrade and $1,500 target boosts demand
- Big spending on AI and chip factories supports tool sales
- Long-term trend makes temporary dips buying chances
- Volatility and export or geopolitical headlines can hurt shares
How it played out
ASML: target reached in 20 days
Lyra published ASML at 1168.61 on 2026-01-02. The thesis expected 18% growth and pointed to a broker upgrade with a $1,500 target, spending on artificial intelligence and chip factories, a longer-term uptrend, and the risk that volatility or export and geopolitical headlines could hurt shares.
Inside the window, ASML reached the 1378.96 target in 20 days. It later peaked at 1547.22 on 2026-02-25, a 32.4% gain. By 2026-04-02, it ended at 1317.23. The target was reached, and the thesis played out.
What happened during the window
On January 28, 2026, ASML reported Q4 2025 net sales of €9.7bn and gross margin of 52.2%. The same day, ASML said proposed changes could lead to a net reduction of around 1,700 positions, mostly in the Netherlands, with some in the United States.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.