Added to YB: 2026-07-20
Pitch date: 2026-07-17
ASML [neutral]
ASML Holding N.V.
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 615.1B
Pitch Price
N/A
Price Target
N/A
Dividend
0.47%
EV/EBITDA
44.17
P/E
58.04
EV/Sales
17.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML Q2 2026
ASML (earnings): Q2 raised 2026 guide to €43-45B rev (implies steep H2 ramp; midpoint hits 2030 target 4yrs early). IBM upgrades beat +€300M, margin driver. Memory +75% YoY, Logic +25% on 2nm/AI litho intensity. 'Unprecedented visibility'—2027 EUV orders full, +30% capacity 2028. Intel 18A qualifies High-NA; price hikes discussed. Risks: supply chain execution, China 20% (~€9B). New CMD June 2027 likely lifts LT models.
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