Wall Street’s 2026 Top Pick: Why Analysts Are Betting Big on ASML

A significant endorsement from Wall Street has shifted attention to Dutch semiconductor equipment giant ASML at the start of the week. The focus stems not from fresh earnings or geopolitical developments, but from JPMorgan naming the company its premier equity selection for 2026, forecasting a multi-year growth cycle. This move raises the question of whether it signals a new rally for shares that have faced sustained pressure.

The US investment bank added ASML to its list of favored stocks alongside Nokia and Adyen on Monday. JPMorgan analyst Sandeep Deshpande points to a fundamental shift in the semiconductor sector, highlighted by a powerful resurgence in demand for memory chips. The price of Read more...