Added to YB: 2026-07-20
Pitch date: 2026-07-16
ASML [neutral]
ASML Holding N.V.
-6.46%
current return
Author Info
No bio for this author
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 573.8B
Pitch Price
EUR 1.5K
Price Target
2.6K (+79%)
Dividend
0.50%
EV/EBITDA
41.17
P/E
54.25
EV/Sales
16.08
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML 2Q26 Earnings: The Cycle That Builds the Next Cycle
ASML (earnings): Q2 rev €9.33B, IBM €2.76B (+32% YoY), GM 54%, op income +30% YoY. Raised FY26 rev midpoint €38B→€44B, GM to 55%. AI syncs Logic (+25%) & Memory (+75% '26) demand; installed fleet drives recurring rev/upgrades. Risk: neg €1.29B H1 FCF, €4.2B receivables buildup, 20% China exposure. Base case ~€2,600 (19% annualized/3yr) from €1,555. CMD Jun'27 catalyst.
Read full article (8 min)