ASML is rated Buy with a price target of $1,680, supported by strong demand for semiconductor equipment driven by AI growth and its leading position in EUV lithography technology. The company expects a robust order pipeline from memory and logic chipmakers, maintaining full production capacity through 2027, with EUV systems making up over half of sales after 2026. Financially, ASML projects a gross margin of 51–53% in 2026 and anticipates accelerating earnings growth due to a shift toward higher-margin EUV products. Risks include inflation impacting AI supply chain costs and potential technological disruptions that could affect ASML's premium valuation.
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...
