Added to YB: 2026-07-16
Pitch date: 2026-07-14
ASML [neutral]
ASML Holding N.V.
-6.66%
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 592.9B
Pitch Price
EUR 1.7K
Price Target
N/A
Dividend
0.49%
EV/EBITDA
44.95
P/E
59.59
EV/Sales
17.43
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML Q2-26 Earnings Preview
ASML (earnings): Q2-26 preview. Consensus EPS €6.9 (+17% YoY), net sales €8.88B (+15% YoY), vs guide €8.4-9B, GM 51-52%. Author (top holding) sees supply-constrained, not demand; expects FY26 guide raise to €37-41B, possible 2030 raise to €48-64B (mgmt conservative). Bernstein sees €80B by 2030, EUV 30% CAGR. Watch High-NA ramp, 2027 hints, China backlog. Stock +125% in a year.
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