Added to YB: 2026-07-20
Pitch date: 2026-07-17
ASML [neutral]
ASML Holding N.V.
-6.64%
current return
Author Info
Expanse Stocks is a research-driven newsletter on equities & long-term investing. Sign up for the newsletter.
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
N/A
Dividend
0.50%
EV/EBITDA
41.17
P/E
54.25
EV/Sales
16.08
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.
Read full article (9 min)