- The stock's decline coincides with renewed U.S.-China export scrutiny after reports questioned if an ASML EUV machine reached China, raising geopolitical and regulatory risk. ASML has denied the allegations.
- Several major analyst firms, including BofA and Wells Fargo, also updated their price targets and ratings for ASML today.
- Broader U.S. markets opened mixed, with the Nasdaq Composite initially lower.