ASML Holding N.V. issued a strong Q4 revenue forecast of €14.2–€15.2 billion, surpassing expectations and supporting a Strong Buy rating. The company benefits from high margins due to upgrade kit sales amid chip shortages and accelerated a €4.1 billion share buyback in Q3, reflecting management confidence. ASML has also secured higher prices for its critical EUV machines starting in 2027, which could boost earnings and margins by 2028. Risks include execution of capacity ramps and customer delays, but ASML's sold-out status and pricing power underpin its long-term value at 27 times exit earnings.
ASML shares are trading at USD 1,672.28 on Pluang as of Oct 21, 2026 20:03 WIB, up 2.54% for the day and well below their 52-week high of USD 1,990. This price level reflects a premium valuation with a market cap of $629.02 billion and a dividend yield of 0.57%. The stock's typical hold time on Pluang is 94 days, with a majority of 62% buy orders indicating sustained investor interest despite the premium multiple.
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
ASML reported a record quarter but its stock fell 6.8% despite strong demand for its EUV lithography technology. The company’s dividend, often overlooked, grew 17% in 2025 with a payout ratio of about 30%, offering a modest yield around 0.52%. ASML g...
ASML Holding N.V. announced recent transactions under its ongoing share buyback program, repurchasing a total of 233,867 shares between October 12 and October 16, 2026. The shares were bought back at weighted average prices ranging from €1,444.83 to ...
