Bernstein analyst Sara Russo maintained a Buy rating on STMicroelectronics NV (0INB – Research Report) today and set a price target of €30.00. The company’s shares closed yesterday at €23.78.

Bernstein analyst Sara Russo maintained a Buy rating on ASML Holding (ASML – Research Report) today and set a price target of $885.00. The company’s shares closed yesterday at $736.99.

ASML Holding N.V. (NASDAQ:ASML) designs, manufactures, and services advanced semiconductor equipment, including lithography, metrology, and inspection systems ...

"Investors want to get comfortable that ASML's bookings support 2025 guidance, and that they are beginning to build the backlog for growth into 2026," said Bernstein analyst Sara Russo. DeepSeek ...

Bernstein analyst Sara Russo said the lack of a full-year guidance would leave investors nervous due to uncertainty over when the cycle would hit the bottom, after the first-quarter target came ...

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(at present) we can monitor how average bookings are moving and whether we are getting confidence in the backlog for the next 12+ months," said Sara Russo of Bernstein. "I do agree with ASML that ...