JP Morgan analyst Sandeep Deshpande anticipates that ASML, the Dutch semiconductor equipment maker, will report a stronger-than-expected outlook for 2027 in its upcoming third-quarter results. The bank highlights robust demand for ASML's extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography systems, with many 2027 orders already secured and early bookings for 2028 equipment underway. Despite a weak sector backdrop, ASML has outperformed peers and maintains strong visibility into future revenues, supported by stable semiconductor industry demand and inventory levels. JP Morgan forecasts higher wafer fabrication equipment spending in 2027, suggesting ASML could exceed current market expectations, potentially boosting its share price.
ASML trades at USD 1,779.78 on Pluang as of Oct 07, 2026 19:21 WIB, down 2.96% in the last day. The stock's market cap stands at $705.00 billion, reflecting its significant position in the semiconductor equipment sector. Despite the recent price dip, JP Morgan's outlook for stronger-than-expected 2027 orders aligns with ASML's robust market presence and ongoing demand for its lithography systems.
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