Added to YB: 2026-10-16
Pitch date: 2026-10-14
ASML [bullish]
ASML Holding N.V.
+0.85%
current return
Author Info
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Company Info
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.
Market Cap
EUR 579.8B
Pitch Price
EUR 1.5K
Price Target
2.9K (+98%)
Dividend
0.50%
EV/EBITDA
41.61
P/E
54.82
EV/Sales
16.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML EARNINGS PREVIEW
ASML (earnings): ASML is expected to beat Q3 consensus, with guidance of €11.0-12.0bn revenue and 55-57% gross margin, but the thesis hinges on unusually strong 2027 visibility: EUV slots appear effectively sold out, most DUV orders are booked and longer lead times should enable above-industry growth. The market is underestimating a potential ~60% gross margin by 2028 and cost-driven operating leverage; higher 2027 shipment volumes depend on the supply chain keeping up. The rating remains Overweight with a €2,900 target.
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