ASML is rated Buy with a $1,680 target, driven by robust AI-fueled semiconductor equipment demand and a dominant EUV lithography position. Strong order pipeline from memory and logic chipmakers is expected to keep ASML at full capacity through 2027, with EUV sales surpassing 50% of the mix post-2026. ASML's financials remain resilient: guided gross margin of 51–53% in 2026, high sales visibility, and accelerating earnings growth as product mix shifts to higher-margin EUV systems.
The group, which counts TSMC, Samsung and Intel among its clients, raised its sales guidance as chip makers continue to plow billions into its semiconductor-making machines.
European stocks are expected to open in mixed territory on Wednesday as regional traders assess the trajectory of the U.S.-Iran war.
ASML raised its 2026 revenue outlook on Wednesday as demand for artificial intelligence chipmaking tools continues to rise.
ASML (ASML) is set to post earnings Wednesday morning, with traders anticipating the stock could reach a record high following the results.
ASML heads into Q1 2026 earnings with strong growth forecasts as EUV demand, AI-driven chip complexity and a hefty backlog boost revenue visibility.
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ASML Holding N.V. remains a Buy with a raised price target of $1,643.21, implying 11% upside. Recent Middle East turmoil has not led to material downward revisions in ASML's revenue or EPS estimates. EBITDA and free cash flow estimates for 2026–2028 have increased by 7.2% and 6%, respectively, supporting long-term growth.
The latest trading day saw ASML (ASML) settling at $1, representing a +1.95% change from its previous close.
ASML Holding N.V. is set to report Q1 earnings amid strong AI-driven chip demand but trades at a premium valuation above $1,400 per share. Analysts expect Q1 revenue growth of 14–15% and EPS growth of 13%, with potential for outperformance given ASML's history of beating consensus. Gross margin guidance for Q1 is 51–53%, down from 54% last year, due to product mix and weaker servicing, but management targets 57% by 2030.
ASML Holding's ASML upgrade and service business has been a strong contributor to its Installed Base Management (IBM) segment throughout the past year. In 2025, ASML's IBM sales increased 26% to EUR 8.2 billion, driven by higher service and upgrades of its wafer fabrication equipment business.
ASML shares fell 2.6% on Tuesday after a group of bipartisan US lawmakers introduced legislation last week that could further restrict the Dutch semiconductor equipment maker's already constrained sales to China. The bill, if passed, would extend export controls to include less advanced chipmaking tools that Chinese manufacturers have so far been permitted to buy.