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UBS sees upside in this AI chip equipment provider

Thu, 15 Oct 2026 15:00:00 -0400

Investing.com - Earlier this week, this Dutch maker of chipmaking equipment said some of its clients were already placing orders for 2029 and 2030, soothing worries over the longevity of runaway demand for artificial intelligence infrastructure.

The company, Europe's largest by market valuation at around 563 billion euros, provides the cutting-edge tools used to manufacture the high-end processors underpinning the AI boom. Expenditures on ASML's products has soared as a result, although some investors have flagged concerns that customers may not be able to maintain such elevated spending levels.

Still, the firm, ASML, said it is now looking to increase capacity

Form S-8 POS ASML HOLDING NV

Thu, 15 Oct 2026 10:08:00 -0400

si-local-file:///var/storage/secattach/20261015/27191476.html

ASML Inc. (ASML) PT Lowered to $2,350 at JPMorgan

Thu, 15 Oct 2026 09:07:22 -0400

JPMorgan analyst Sandeep Deshpande lowered the price target on ASML Inc. (NASDAQ: ASML) to $2,350.00 (from $2,400.00) while maintaining a Overweight rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,300 at Citi

Thu, 15 Oct 2026 05:33:22 -0400

Citi analyst Pavan Daswani raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,300.00 (from EUR2,200.00) while maintaining a Buy rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,300 at Citi

Thu, 15 Oct 2026 05:33:22 -0400

Citi analyst Pavan Daswani raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,300.00 (from EUR2,200.00) while maintaining a Buy rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,300 at Citi

Thu, 15 Oct 2026 05:33:22 -0400

Citi analyst Pavan Daswani raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,300.00 (from EUR2,200.00) while maintaining a Buy rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,300 at Citi

Thu, 15 Oct 2026 05:33:22 -0400

Citi analyst Pavan Daswani raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,300.00 (from EUR2,200.00) while maintaining a Buy rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,500 at Barclays

Thu, 15 Oct 2026 01:58:22 -0400

Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,500.00 (from EUR2,450.00) while maintaining a Overweight rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,500 at Barclays

Thu, 15 Oct 2026 01:58:22 -0400

Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,500.00 (from EUR2,450.00) while maintaining a Overweight rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,500 at Barclays

Thu, 15 Oct 2026 01:58:22 -0400

Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,500.00 (from EUR2,450.00) while maintaining a Overweight rating.

ASML Holding NV (ASML:NA) (ASML) PT Raised to EUR2,500 at Barclays

Thu, 15 Oct 2026 01:58:22 -0400

Barclays analyst Simon Coles raised the price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML) to EUR2,500.00 (from EUR2,450.00) while maintaining a Overweight rating.

BofA Securities Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 08:03:34 -0400

BofA Securities analyst Didier Scemama reiterated a Buy rating and EUR2,557.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

The analyst comments: “Q3 revenue was €11,662mn, +55.2% YoY/+25.0%, largely in line with VA cons of €11,715mn, reflecting strong execution of the ramp-up. IBM sales came in above guidance at €3.3bn, driven by continued strong demand for productivity upgrades. Gross margin was 57.4%, above VA cons of 56.0%. Q3 EBIT was €5,173mn, 4.7% above VA cons of €4,943mn, while EPS of €12.9 was 18.9% above VA cons of €10.9. Free cash flow was €11,384mn, 201.8% above VA cons of €3,772mn. For

BofA Securities Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 08:03:34 -0400

BofA Securities analyst Didier Scemama reiterated a Buy rating and EUR2,557.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

BofA Securities Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 08:03:34 -0400

BofA Securities analyst Didier Scemama reiterated a Buy rating and EUR2,557.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

BofA Securities Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 08:03:34 -0400

BofA Securities analyst Didier Scemama reiterated a Buy rating and EUR2,557.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

Form 6-K ASML HOLDING NV For: Sep 27

Wed, 14 Oct 2026 06:04:00 -0400

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Stocks expected to have increasing option volume: ASML BAC MS BLK FAST STT TSM SCHW AMAT GME T NOW LQDA

Wed, 14 Oct 2026 04:30:29 -0400

Stocks expected to have increasing option volume: ASML BAC MS BLK FAST STT TSM SCHW AMAT GME T NOW LQDA

UBS Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 04:04:56 -0400

UBS analyst Francois-Xavier Bouvignies reiterated a Buy rating and EUR2,350.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

The analyst comments: “Q3’26 net sales were €11.6bn, in line with consensus, primarily driven by installed base management sales of €3.3bn and 13% above consensus. EUV system sales were €4.1bn up 94% y-o-y but 7% below consensus; 2) China system sales increased 110% q-o-q and decreased 17% y-o-y in Q3, in line with China import data, representing 23% of Q3 26 product sales. ASML continues to expect China to normalise to 20% of group sales this year, implying China down 7% y-o-y;

UBS Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 04:04:56 -0400

UBS analyst Francois-Xavier Bouvignies reiterated a Buy rating and EUR2,350.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

UBS Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 04:04:56 -0400

UBS analyst Francois-Xavier Bouvignies reiterated a Buy rating and EUR2,350.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

UBS Reiterates Buy Rating on ASML Holding NV (ASML:NA) (ASML)

Wed, 14 Oct 2026 04:04:56 -0400

UBS analyst Francois-Xavier Bouvignies reiterated a Buy rating and EUR2,350.00 price target on ASML Holding NV (ASML:NA) (NASDAQ: ASML).

ASML Holdings (ASML) Tops Q3 EPS by 80c; offers guidance

Wed, 14 Oct 2026 02:02:22 -0400

ASML Holdings (NASDAQ: ASML) reported Q3 EPS of EUR12.93, EUR0.80 better than the analyst estimate of EUR12.13. Revenue for the quarter came in at EUR11.66 billion versus the consensus estimate of EUR13.16 billion.

GUIDANCE:

ASML Holdings sees Q4 2026 revenue of EUR14.2-15.2 billion, versus the consensus of EUR14.11 billion.

ASML Holdings sees FY2026 revenue of EUR44-45 billion, versus the consensus of EUR43.1 billion.

For earnings history and earnings-related data on ASML Holdings (ASML) click here.

ASML Holdings (ASML) Tops Q3 EPS by 80c; offers guidance

Wed, 14 Oct 2026 02:02:22 -0400

GUIDANCE:

ASML Holdings sees Q4 2026 revenue of EUR14.2-15.2 billion, versus the consensus of EUR14.11 billion.

ASML Holdings sees FY2026 revenue of EUR44-45 billion, versus the consensus of EUR43.1 billion.

For earnings history and earnings-related data on ASML Holdings (ASML) click here.

ASML earnings: UBS says company could lift 2027-28 targets, keeps stock as top pick

Tue, 13 Oct 2026 16:00:00 -0400

UBS expects ASML Holdings (NASDAQ: ASML) to strike a more constructive tone at its third-quarter results on Wednesday, supported by strengthening AI-driven demand and improving visibility.

Analyst Francois-Xavier Bouvignies told investors in a recent note that the firm has kept the chip equipment maker as his top pick with a 2,350 euro price target.

He sees scope for a modest uplift to management’s capacity and revenue assumptions for 2027 and 2028, ahead of a more meaningful catalyst when the company discloses its backlog in January.

ASML currently guides for low numerical aperture and immersion capacity to rise about 30% in both years.

“We

ASML earnings: UBS says company could lift 2027-28 targets, keeps stock as top pick

Tue, 13 Oct 2026 16:00:00 -0400

UBS expects ASML Holdings (NASDAQ: ASML) to strike a more constructive tone at its third-quarter results on Wednesday, supported by strengthening AI-driven demand and improving visibility.

Analyst Francois-Xavier Bouvignies told investors in a recent note that the firm has kept the chip equipment maker as his top pick with a 2,350 euro price target.

He sees scope for a modest uplift to management’s capacity and revenue assumptions for 2027 and 2028, ahead of a more meaningful catalyst when the company discloses its backlog in January.

ASML currently guides for low numerical aperture and immersion capacity to rise about 30% in both years.

“We