ASML's stock fell over 14% recently, yet it remains a strong buy due to its monopoly on EUV lithography machines essential for advanced chip manufacturing. The company reported a 21.3% revenue increase in Q2 2026 and raised its full-year guidance, supported by a $45 billion backlog and growing AI demand. Despite high valuations and geopolitical risks, analysts see 37% upside with strong earnings revisions and upcoming catalysts like the 2027 Capital Markets Day. Investors should watch quarterly bookings and geopolitical developments for risks.
ASML shares are trading at USD 1,591.83 on Pluang as of Sep 15, 2026 21:12 WIB, showing a 1.06% gain for the day. The stock's market capitalization stands at $617.99 billion, reflecting its significant presence in the technology sector. Its 52-week trading range is between $867.30 and $1,990, indicating notable volatility over the past year.
A state-owned Chinese company, Shanghai Aishengna Electronic Technology Group, has started mass producing deep ultraviolet (DUV) lithography machines that directly compete with ASML's China business, which accounts for about 20% of its 2026 sales. Wh...
ASML, the sole supplier of EUV lithography machines critical for advanced chip manufacturing, announced its machines are sold out through 2028 due to high demand. The company reported strong Q3 revenue growth and price increases for key products star...
Lam Research reported a record fiscal Q1 2027 with revenue and earnings beating estimates, but its stock fell 9% after the CFO warned that supply chain constraints will limit growth in the December quarter. This caution affected the broader semicondu...
ASML and Taiwan Semiconductor Manufacturing (TSMC) both reported that AI chip demand exceeds their current production capacity. ASML, which makes critical EUV lithography machines, posted strong revenue growth and is raising prices due to high demand...
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 billi...
