A major client won't soon adopt its high-end product.
Taiwan Semiconductor Manufacturing Co on Wednesday showed its newest generation of chip manufacturing technology, saying it expects to be able to create smaller, faster chips without requiring expensive new machines from ASML.
ASML (ASML) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Top computer chip equipment maker ASML will not be a bottleneck for the industry, as it was early in the decade, its CEO said on Wednesday, pointing to recent investments in capacity and productivity improvements.
ASML Holding N.V. is rated Hold with a $1,291 price target, reflecting valuation downside and export control risks despite strong AI-driven demand. Q1 revenue and net income exceeded expectations, with operating leverage driving profits faster than sales and margins expanding on controlled expenses. Guidance for 2026 revenue was upgraded to €36–40 billion, but H2 growth assumptions near 20% appear optimistic given order/bookings uncertainty.
ASML stock is in a cup base that has a buy point at 1547.22 after first-quarter results beat Wall Street's estimates.
The semiconductor lithography specialist beat earnings estimates and updated its guidance. Demand for logic and memory chips gives ASML a multi-year runway for accelerated growth.
Deepwater's Gene Munster said AI-driven momentum is overpowering geopolitical and macro concerns, keeping markets resilient and shaping sector performance.
ASML rides AI-driven chip demand to strong Q1 growth, with rising EUV adoption, premium margins and upbeat 2026 sales outlook.
The Dutch giant ASML (NASDAQ: ASML), a company whose machines are critical for global semiconductor manufacturing, is due to pay its second dividend of 2026 on May 5, following a dynamic April.
ASML reported Q1 2026 results in line with guidance, with sales of €8.8B and gross margins at 53%. Raised full-year revenue guidance to €36–€40B, but margin improvement is deferred due to ramp-up costs and production scaling. Free cash flow burn widened, yet future EBITDA and cash flow estimates for 2027–2028 have increased, supporting a positive long-term outlook.
ASML Holding's EUV dominance, rising chip demand and strong 2026 outlook position it ahead of Applied Optoelectronics despite booming AI data center growth.