JP Morgan has upgraded its earnings forecasts for ASML Holding NV for 2027 and 2028 after the company indicated it can produce more extreme ultraviolet (EUV) lithography machines than previously expected. ASML, which dominates the market for these advanced chipmaking tools, now suggests it can exceed its earlier capacity ceiling of 90 EUV tools by using strategies like faster manufacturing cycles and repurposing cleanroom space. JP Morgan believes ASML could deliver 110 or more low-NA EUV tools without new facilities, raising its initial estimate to 90 units and anticipating further increases. This signals stronger growth potential for ASML amid rising demand for semiconductor manufacturing equipment.
JP Morgan has upgraded its earnings forecasts for ASML Holding NV for 2027 and 2028 after the chipmaker indicated it can produce more extreme ultraviolet (EUV) lithography machines than previously expected. ASML, which holds a global monopoly on thes...
The Baron Global Opportunity Fund declined by 4.8% in the first quarter, underperforming the MSCI ACWI Index, which fell by 3.2%. Key positive contributors to the fund's performance included Space Exploration Technologies Corp., ASML Holding N.V., an...
ASML Holding N.V. conducted multiple share repurchases from May 25 to May 29, 2026, buying over 56,000 shares at prices around €1,400 each. This activity is part of ASML's ongoing share buyback program announced in January 2026, aimed at returning va...
