Investment
Features
FeesSafety
Academy
More
Pluang+

ASML raises price target to $2,500 amid strong demand and growth visibility through 2028

Analyst Insights
14 Oct 2026
Seeking Alpha
View Source
Bullish
ASML raises price target to $2,500 amid strong demand and growth visibility through 2028

ASML Holding N.V. maintains a Buy rating with a revised price target of $2,500, driven by strong customer demand expected to exceed manufacturing capacity through 2028. The company reported 55% year-over-year revenue growth in Q3 2026, improved gross margin guidance, and increased revenue from Installed Base Management, enhancing earnings quality. The analyst raised the 2027 EPS estimate to €43.74, citing ASML's leadership in EUV technology and a multi-year order outlook that supports sustained profitability and growth. This outlook signals a longer semiconductor investment cycle and justifies a premium valuation for ASML.

Following ASML's positive outlook and raised earnings estimates, the stock trades at USD 1,716.02 on Pluang as of Oct 14, 2026 21:32 WIB, slightly down by 0.10% for the day. Despite the recent dip, ASML remains near its 52-week high of USD 1.99K, reflecting sustained investor interest. The platform shows a market cap of $647.08 billion and a dividend yield of 0.53%, with more sellers than buyers currently active at 72% sell versus 28% buy.

More News (ASML)

ASML reports strong Q3 2026 EPS of $14.65 on high chip equipment demand despite slight revenue miss.

ASML reports strong Q3 2026 EPS of $14.65 on high chip equipment demand despite slight revenue miss.

ASML Holding posted a strong Q3 2026 earnings per share of $14.65, beating estimates of $12.17, driven by a 55% year-over-year sales growth and a 57.5% gross margin. Although revenue was slightly below expectations at $13.05 billion, the company bene...

Company Fundamentals
Bullish
3 hours ago
ASML reports strong Q3 with 55% revenue growth and 20% EPS beat, but shares react mildly due to high valuation.

ASML reports strong Q3 with 55% revenue growth and 20% EPS beat, but shares react mildly due to high valuation.

ASML Holding N.V. posted strong Q3 results, showing 55% revenue growth and beating earnings per share estimates by 20%. The company improved its gross margin to 57.5% and operating margin to over 44%, driven by strong demand and pricing power amid AI...

Company Fundamentals
Bullish
4 hours ago
ASML warns chip demand for AI may outpace production capacity through 2028.

ASML warns chip demand for AI may outpace production capacity through 2028.

ASML, a leading Dutch semiconductor equipment maker, reported record Q3 sales of €11.7 billion and net income of €5 billion, driven by strong demand for AI-related chips. The company raised concerns that its planned production capacity for 2027 and 2...

Market News
Bullish
7 hours ago
ASML reports 55% sales growth and raises margin forecast amid strong demand through 2028

ASML reports 55% sales growth and raises margin forecast amid strong demand through 2028

ASML Holding N.V. posted a strong quarter with 55% year-over-year sales growth and improved profit margins driven by high-margin upgrades and capacity limits. Customer demand is expected to exceed ASML's supply until at least 2028, supported by €5.7 ...

Company Fundamentals
Bullish
7 hours ago
ASML can't meet chip machine demand through 2028, signaling supply tightness and pricing power.

ASML can't meet chip machine demand through 2028, signaling supply tightness and pricing power.

ASML, the sole maker of advanced EUV lithography machines essential for cutting-edge chip production, announced it cannot fulfill customer orders for 2027 and 2028 due to capacity limits. This shortage drives longer wait times and allows ASML to rais...

Market News
Bullish
9 hours ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App