Added to YB: 2026-07-20
Pitch date: 2026-07-16
ASML [neutral]
ASML Holding N.V.
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 615.1B
Pitch Price
N/A
Price Target
2.6K
Dividend
0.47%
EV/EBITDA
44.17
P/E
58.04
EV/Sales
17.25
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.
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