Bernstein has increased its price target for ASML Holding NV to $1,971 from $1,911, significantly above the Street consensus of $1,469.35. This bullish outlook is driven by expected growth in DRAM capacity expansion and accelerating shipments of ASML's high-margin EUV machines to memory customers. ASML's strong revenue growth, record order intake, and strategic share buyback and dividend plans support long-term investor returns. Key risks include export restrictions impacting sales to China, but growth in other regions and AI-driven demand sustain optimism for ASML reaching this target by 2026.
ASML Holdings has raised its 2026 revenue guidance midpoint from €38 billion to €44 billion and increased its gross margin midpoint from 52% to 55%, reflecting strong growth prospects. The analyst maintains a Buy rating and raises the price target fr...
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
REX Shares has filed for the REX AI Chipmaking ETF, targeting the booming $1.3 trillion AI infrastructure sector. The fund tracks the VettaFi AI Chipmaking Index, focusing on companies involved in wafer fabrication equipment, advanced packaging, and ...
ASML reported strong Q2 earnings with EPS of $8.69, surpassing estimates of $7.98, and revenue of $10.67 billion, exceeding forecasts of $10.23 billion. The company attributes this growth to increased demand for AI chips, prompting customers to accel...
ASML Holding N.V. reported strong Q2 results with €9.3 billion in sales and earnings per share of €7.59, surpassing market expectations. The company raised its 2026 revenue guidance to between €43 billion and €45 billion, with a gross margin target o...
