ASML Holding N.V.

(NASDAQ Global Select)

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1
Bullish +75

ASML Holding stock faces capacity test as AI orders reach 2030

Capacity expansion Earnings report Financial outlook AI-generated analysis

ASML Holding reported record third-quarter sales of 11.7 billion euros and net income of 5.0 billion euros, driven by strong demand for its lithography systems fueled by artificial intelligence investments. The company delivered 113 new systems in the quarter, a significant increase from the previous...

Bullish Signals

  • Q3 net sales hit record 11.7B euros.
  • Net income reached 5.0B euros, beating expectations.
  • Gross margins expanded to 57.5% in Q3.
  • Delivered 113 new lithography systems in Q3.
  • Demand visibility extends into 2029 and 2030.

Bearish Signals

  • 2027-2028 supply falls short of demand.
  • 2029-2030 orders lack firm commitment.
  • Output growth faces execution hurdles.
2
Bullish +65

ASML Holding stock faces capacity test as AI orders reach 2030

Capacity expansion Financial outlook Guidance raised AI-generated analysis

ASML Holding reported record third-quarter results with net sales of 11.662 billion euros and net income of 4.960 billion euros, driving a gross margin expansion to 57.5 percent. The Dutch semiconductor equipment maker sold 113 new lithography systems in the quarter, surpassing the previous period's...

Bullish Signals

  • Q3 net sales hit 11.662B euros, income 4.960B euros.
  • Sold 113 lithography systems driven by AI chip demand.
  • Demand forecasts extended to 2029-2030 revenue pipeline.
  • Q4 2026 sales expected 14.2B-15.2B euros, margins ~57%.

Bearish Signals

  • Supply plans miss demand in 2027-2028 due to capacity constraints.
  • Investigating ways to exceed 30% 2028 capacity expansion target.
  • Revenue uncertain from production, schedules, and export restrictions.
3
Bullish +65

ASML Holding stock: AI demand stretches capacity outlook to 2030

Capacity expansion Earnings report Financial outlook AI-generated analysis

ASML Holding reported robust third-quarter financial results on October 14, with net sales reaching 11.7 billion euros and net income rising to 5.0 billion euros. Gross margins expanded to 57.5%, driven by strong demand for new lithography systems which climbed to 113 units sold, up...

Bullish Signals

  • Q3 net sales hit 11.7B euros with income at 5.0B euros.

Bearish Signals

  • 2027-2028 supply expected to miss demand.
4
Very Bullish +85

Why One Analyst Thinks ASML Is Worth $1,971

AI-generated analysis

ASML Holding NV has delivered exceptional stock performance, rising 91% over the past year and 16% year-to-date, significantly outpacing the Street's consensus price target of $1,469.35. Analysts at Bernstein have issued a bullish upgrade, raising their price target to $1,971 and naming ASML their top...

Bullish Signals

  • Bernstein raised price target to $1,971 with Outperform rating.
  • Stock gained 91% over past year vs Street consensus.
  • EUV revenue grew 39% YoY to $13.47 billion in 2025.
  • Q4 2025 order intake hit record $15.28 billion.
  • Advanced segments growing >20% YoY vs historical 6-7%.
  • Bernstein forecasts 44 EUV machines to DRAM in 2028.
  • Launched €12B buyback and increased dividend by 17%.

Bearish Signals

  • China sales ($11.06B, 29.1%) face export control risks.
  • Needs $39.49B-$45.30B 2026 revenue to hit target.
5
Very Bullish +85

This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings

AI-generated analysis

ASML Holding is positioned as a strong buy ahead of its July 15 Q2 earnings report, with analysts projecting shares could rise to $2,023 from recent levels near $1,804. The company maintains a unique monopoly on Extreme Ultraviolet (EUV) lithography systems, which are essential for...

Bullish Signals

  • Stock projected to gain 11% to $2,023 ahead of earnings.
  • Revenue grew 39% to $13.47B driven by EUV monopoly.
  • Raised FY2026 guidance to EUR 36-40 billion.
  • Q1 EPS hit $8.43 with gross margins at 53.0%.
  • Activated EUR 12B buyback and lifted dividend by 17%.
6
Bullish +75

ASML Stock Eyes Second Weekly Gains: Retail Bulls Call Chipmaker The ...

AI-generated analysis

ASML Holding NV has raised its 2026 revenue forecast to a range of 43 billion to 45 billion euros, driven by robust demand for equipment used in AI-related chip manufacturing. This upward revision represents a significant increase from the company's previous guidance of 36 billion...

Bullish Signals

  • Raised 2026 revenue forecast to €43-45 billion.
  • Advanced logic sales expected to grow over 25%.
  • Memory system sales projected to rise over 75%.
  • Stock gained over 69% year-to-date.
  • Retail sentiment extremely bullish with 2,800% message increase.
7
Bullish +75

ASML Holding stock: AI demand extends orders into 2030

AI integration Capacity expansion Guidance raised AI-generated analysis

ASML Holding is entering a new phase of the semiconductor investment cycle driven by sustained artificial intelligence demand, with customers now considering equipment orders extending into 2029 and 2030. This extended visibility into future demand reflects the long-term nature of AI-related capital expenditure plans across...

Bullish Signals

  • Customers plan orders through 2030 due to AI investment.

Bearish Signals

  • 2027-2028 supply may fall short of demand.
  • Current capacity insufficient despite expansion plans.
  • Expanded orders increase execution burden.
8
Bullish +65

ASML raises 2026 outlook: ASML Holding stock falls 2.73 percent

Earnings report Financial outlook AI-generated analysis

ASML Holding reported robust third-quarter 2026 financial results, posting EUR 11.66 billion in net sales and a gross margin of 57.5 percent. Net income surged to EUR 4.96 billion, driven by strong demand for its semiconductor lithography equipment. The company subsequently raised its full-year 2026...

Bullish Signals

  • Q3 2026 net sales rose to EUR 11.66 billion.
  • Gross margin expanded to 57.5% in Q3 2026.
  • Net income surged to EUR 4.96 billion in Q3.
  • Raised full-year 2026 sales guidance to EUR 44-45B.
  • UBS raised price target to EUR 2,400 on strong results.

Bearish Signals

  • Supply constraints may not meet surging demand for 2027-2028.
  • Stock fell 2.73% to EUR 1,445 despite positive earnings.
  • Market weighs valuation risk and capacity execution challenges.
9
Bullish +75

Citi raises target to EUR 2,300 for ASML Holding stock

Analyst upgrade Earnings report AI-generated analysis

ASML Holding reported robust third-quarter financial results, driving a significant analyst upgrade from Citi. The Dutch semiconductor equipment manufacturer posted third-quarter net sales of EUR 11.662 billion, representing substantial growth from the previous quarter's EUR 9.326 billion. Gross margins expanded notably to 57.50 percent from...

Bullish Signals

  • Q3 net sales reached EUR 11.662 billion.
  • Gross margins expanded to 57.50% in Q3.
  • Net income surged to EUR 4.960 billion.
  • Citi raised price target to EUR 2,300.
  • Full-year 2026 sales expected between EUR 44-45B.
10
Bullish +75

Aletheia upgrades ASML Holding stock on capacity outlook

Capacity expansion Guidance raised AI-generated analysis

Aletheia upgraded its rating on ASML Holding on October 12, 2026, citing a positive outlook regarding the company's scanner capacity and output potential for 2027 and 2028. This analyst shift signals a growing focus on ASML's ability to scale equipment production beyond immediate earnings momentum,...

Bullish Signals

  • Aletheia upgraded citing strong scanner capacity for 2027-2028.
11
Bullish +55

[ASML Holding Earnings (Q3 2026)] Can it overcome AI slowdown concerns and the catch-up by Chinese competitors to demonstrate 'growth in 2027'? (ASML Holding)

Earnings report Financial outlook Guidance raised AI-generated analysis

ASML Holding (NASDAQ: ASML) is preparing to release its Q3 2026 earnings report, with the announcement scheduled for Wednesday, October 14. The company, a Dutch-based leader in semiconductor manufacturing equipment, holds a unique monopoly on Extreme Ultraviolet (EUV) lithography systems essential for cutting-edge chip production....

Bullish Signals

  • Q2 2026 revenue hit €9.3B, gross margin at 54%.
  • Raised full-year 2026 outlook to €43-45B.
  • Increasing Low-NA EUV/DUV capacity by ~30% in 2027.
  • 2027 Low-NA EUV orders almost fully booked.
  • Debt-free with $8.7B cash vs $2.3B debt.

Bearish Signals

  • Stock fell -7.3% amid AI slowdown fears.
  • Shares dropped -11.7% on Chinese mass production.
  • China revenue ratio fell from 36% to 14%.
  • U.S. legislation restricts DUV sales to China.
  • Stock down -12.7% on competitor news.
12
Bullish +65

ASML Holding stock gains as High-NA EUV contracts and strong guidance support outlook

AI-generated analysis

ASML Holding shares gained approximately 3.08% to close at USD 1,679.92 on September 19, 2026, driven by strong Q2 2026 results and an upgraded full-year outlook. The company reported net system sales of EUR 6.6 billion in the second quarter, with EUR 3.8 billion specifically...

Bullish Signals

  • Stock gained 3.08% on High-NA EUV contract data.
  • Q2 net system sales reached EUR 6.6 billion.
  • Raised full-year guidance to EUR 43-45 billion.
  • Secured USD 400M in new High-NA EUV contracts.
  • Expanding Eindhoven campus starting September 2026.

Bearish Signals

  • Morgan Stanley cut target to EUR 1,700 citing China demand.
13
Bullish +72

Glenmede Trust Co. NA Lowers Stock Holdings in ASML Holding N.V. $ASML

AI-generated analysis

Glenmede Trust Co. NA reduced its position in ASML Holding N.V. by 16.9% during the first quarter, selling 2,285 shares to hold a remaining stake of 11,274 shares valued at approximately $14.89 million. This filing highlights shifting institutional sentiment among smaller trust entities, though it...

Bullish Signals

  • Major analysts raised price targets with strong buy ratings.
  • ASML reported $8.65 EPS on $10.64B revenue.
  • Net margin of 30.11% and ROE of 52.71%.
  • Institutional investors significantly increased stakes in Q4.

Bearish Signals

  • Glenmede Trust reduced position by 16.9% in Q1.
  • High PE ratio of 50.68 suggests elevated valuation.
14
Bearish -65

Global Chip-Equipment Stocks Tumble on China DUV Production Rumor

AI-generated analysis

ASML Holding NV shares plummeted to their lowest level since early June following a report that a Chinese state-backed company has initiated mass production of immersion deep ultraviolet (DUV) lithography machines. This development marks China's first reported move toward small-scale production of this critical equipment,...

Bearish Signals

  • ASML shares hit lowest since early June amid Chinese mass production.
  • China's progress threatens ASML's dominant lithography market sales.
  • SK Hynix dropped 10% to trade below $149.
  • Nikon shares fell 9.2% on China equipment concerns.
15
Bullish +75

ASML Stock: Strong AI Demand Strengthens Buy Case

AI-generated analysis

ASML Holding N.V. reported robust Q2 2026 results, prompting an upgrade to its full-year sales guidance of €43–45 billion and a gross margin target of 54–56%. The company attributes this positive outlook to volume growth across advanced logic chips, DRAM, immersion systems, and upgrades for...

Bullish Signals

  • Raised full-year sales guidance to €43–45 billion.
  • Upgraded gross margin targets to 54–56%.
  • Increased EBITDA and free cash flow estimates by 24% and 28%.
  • Bullish price target of $2,259 suggests upside potential.
  • Executing capacity expansions through 2028.

Bearish Signals

  • Export controls threaten ASML's China revenue and growth.
16
Bullish +75

Bernstein Raises its Price Target on ASML Holding (ASML)

AI-generated analysis

On July 6, 2026, Bernstein analyst David Dai raised his price target for ASML Holding N.V. (NASDAQ:ASML) to $2,623 from $1,971 while maintaining an Outperform rating. The firm is materially increasing its top-line forecasts driven by unprecedented AI expansion in advanced logic and DRAM capacity....

Bullish Signals

  • Bernstein raised price target to $2,623 from $1,971.
  • Morgan Stanley raised target to EUR 1,830 with Overweight.
  • Susquehanna raised target to EUR 2,350 with Positive rating.
  • EUV shipments forecast 91 in 2027 and 113 in 2028.
  • WFE demand expected up to $300 billion market opportunity.
17
Very Bearish -75

Semiconductors: TSMC is Not Buying ASML’s New Machines

AI-generated analysis

TSMC has announced it will not purchase ASML's new High-NA EUV lithography machines for its upcoming A13 semiconductor node, citing that the specific technology is not required to produce the chips. Co-Chief Operating Officer Kevin Zhang stated in a Bloomberg report that the A13 node,...

Bullish Signals

  • TSMC's A13 node enables compact AI and mobile chip designs.
  • ASML's EUV systems print intricate layers for advanced tech.
  • TSMC leads with superior density, performance, and efficiency.
  • TSMC may adopt High-NA EUV lithography in 2029.
  • ASML market cap stands at $478.96 billion.
  • ASML manufactures chips for major client Samsung Electronics.
  • EUV demand remains strong across semiconductor industry.

Bearish Signals

  • ASML shares fell $16.76bn (3%) after TSMC rejected new High-NA EUV machines.
  • TSMC confirmed A13 node does not need High-NA EUV, questioning demand.
  • ASML cuts 1,700 jobs and paused January hiring for six weeks.
  • Leadership roles eliminated amid bureaucracy reduction efforts.
  • McKinsey warns semiconductors face geopolitical pressure, tariffs, shortages, export bans.
  • Advanced ASML lithography may be too expensive for customers like TSMC.
  • Samsung may boost EUV manufacturing to outcompete TSMC, hurting ASML.
18
Bullish +72

What ASML Holding (ENXTAM:ASML)'s Record Q3 Earnings Means For Shareholders

Earnings report Financial outlook Guidance raised AI-generated analysis

ASML Holding reported record Q3 2026 revenue of €11,662 million and net income of €4,960.4 million, driven by strong demand for advanced lithography tools linked to AI chip production. Management highlighted that demand is expected to exceed planned capacity through at least 2028, shifting the...

Bullish Signals

  • Q3 2026 revenue hit €11,662m with net income of €4,960.4m.
  • Demand exceeds capacity through 2028, supporting long-term expansion plans.
  • Q4 guidance projects €14.2b–€15.2b sales and ~56% gross margins.
  • Analysts model 23.5% annual revenue growth over next three years.
  • Margins expected to expand from 30.1% today to 38.9% by 2029.

Bearish Signals

  • Delivery constraints and High NA ramp complexity pose biggest risks.
  • Export controls could limit demand conversion into revenue.
  • AI stock volatility created short-term share price headwinds.
19
Somewhat Bullish +42

ASML Holding N.V. (NASDAQ:ASML) Given Consensus Rating of "Moderate Buy ...

AI-generated analysis

Shares of ASML Holding N.V. (NASDAQ:ASML) are currently trading at $1,550.69, with a market capitalization of $609.86 billion and a price-to-earnings ratio of 48.25. The stock has received an average consensus rating of 'Moderate Buy' from thirty-two brokerages covering the company, reflecting a mix of...

Bullish Signals

  • Price target raised to $2,500.00 and upgraded to 'overweight'.
  • Upgraded from 'hold' to 'strong-buy' rating in April.
  • Restated 'overweight' rating on July 7th research note.
  • Strong quarterly results with $8.65 EPS and 30.11% margin.
  • Robust balance sheet with debt-to-equity ratio of only 0.09.

Bearish Signals

  • Morningstar downgraded ASML to 'sell' on May 27.
  • Three analysts rate stock as sell; four as hold.
  • Share price $1,550.69 trades below 50-day average $1,761.09.
20
Bullish +75

ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion

AI infrastructure Analyst upgrade Company update AI-generated analysis

ASML Holding NV (NASDAQ: ASML) is highlighted as a top AI stock by billionaire Philippe Laffont, with recent analyst upgrades reinforcing its bullish outlook. Susquehanna reiterated a Positive rating and raised its price target to €2,350 from €1,475 in June, citing channel checks that confirm...

Bullish Signals

  • Susquehanna raised price target to €2,350 with positive rating.
  • BofA increased price target to €1,921 citing efficiency gains.
  • Order backlog extends one year ahead at €38.8 billion.
  • Positioned for growth as wafer market reaches $250B by 2028.
  • EUV monopoly powers global AI hardware supply chain.