FY2026 Earnings Estimate for ASML Issued By Erste Group Bank

ASML Holding N.V. (NASDAQ:ASML) – Research analysts at Erste Group Bank boosted their FY2026 earnings estimates for shares of ASML in a report released on Wednesday, July 15th. Erste Group Bank analyst H. Engel now anticipates that the semiconductor company will post earnings of $36.94 per share for the year, up from their prior estimate of $36.39. The consensus estimate for ASML’s current full-year earnings is $40.32 per share. Erste Group Bank also issued estimates for ASML’s FY2027 earnings at $50.60 EPS.

ASML has been the subject of several other reports. Freedom Capital upgraded shares of ASML from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 16th. Barclays reiterated an “overweight” rating on shares of ASML in a report on Thursday. Sanford C. Bernstein raised their target price on ASML from $1,971.00 to $2,623.00 and gave the company an “outperform” rating in a research note on Monday, July 6th. Jefferies Financial Group restated a “neutral” rating on shares of ASML in a research report on Monday, June 1st. Finally, UBS Group reaffirmed a “buy” rating on shares of ASML in a research note on Wednesday, July 1st. Four research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,970.33.

ASML Price Performance

Shares of NASDAQ ASML opened at $1,739.02 on Monday. ASML has a 1 year low of $683.48 and a 1 year high of $1,999.96. The stock has a market capitalization of $683.92 billion, a P/E ratio of 54.11, a P/E/G ratio of 0.96 and a beta of 1.78. The company’s 50-day moving average is $1,735.46 and its 200 day moving average is $1,508.17. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.33 and a quick ratio of 0.80.

ASML (NASDAQ:ASML) last posted its earnings results on Monday, March 30th. The semiconductor company reported $8.28 EPS for the quarter. The firm had revenue of $10.15 billion during the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%.

Hedge Funds Weigh In On ASML

Institutional investors and hedge funds have recently made changes to their positions in the business. Cornerstone Financial Management LLC purchased a new position in ASML during the fourth quarter valued at $26,000. Binnacle Investments Inc grew its stake in shares of ASML by 78.9% in the second quarter. Binnacle Investments Inc now owns 34 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 15 shares during the last quarter. Resources Management Corp CT ADV grew its stake in shares of ASML by 1,150.0% in the fourth quarter. Resources Management Corp CT ADV now owns 25 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 23 shares during the last quarter. North Star Investment Management Corp. increased its holdings in shares of ASML by 68.8% during the fourth quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company’s stock valued at $29,000 after acquiring an additional 11 shares in the last quarter. Finally, Jessup Wealth Management Inc bought a new position in shares of ASML during the fourth quarter valued at $30,000. Institutional investors own 26.07% of the company’s stock.

ASML Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th will be issued a $2.1507 dividend. This represents a $8.60 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Tuesday, July 28th. ASML’s dividend payout ratio is 33.51%.

Key ASML News

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML continues to benefit from booming demand for AI-related chipmaking equipment, with multiple reports saying its EUV and High-NA lithography tools remain essential to advanced chip production and could support further long-term growth. Could AI chip boom make ASML Europe’s first trillion-dollar firm?
• Positive Sentiment: Articles highlighted ASML’s strong second-quarter performance, raised 2026 sales outlook, and expectations for capacity expansion, reinforcing the view that orders and earnings power remain solid. Where Will ASML Stock Be in 5 Years?
• Positive Sentiment: Wall Street sentiment appears constructive, with a report noting upgraded rankings and another citing a higher price target of $2,400, suggesting analysts remain bullish on ASML’s outlook. ASML Holding N.V. Upgraded, Super Micro Computer Downgraded: Updated Rankings on Top Blue-Chip Stocks
• Neutral Sentiment: ASML announced plans to offer eligible employees a €20,000 conditional stock grant or retention bonus for staying through 2027-2030, a move aimed at retaining talent and supporting execution, but not a direct near-term earnings catalyst. ASML to offer employees €20,000 retention bonus for staying in 2027-2030
• Neutral Sentiment: Some commentary focused on valuation, asking whether ASML is a bargain or overvalued at about 45x forward earnings; that debate may limit upside if investors become more cautious. Is ASML Extremely Overvalued or a Bargain at 45x Forward Earnings?
• Negative Sentiment: Broader semiconductor sentiment has weakened, with reports saying the sector has entered a bear market and that investors are questioning whether the AI-driven rally is losing momentum, which could weigh on ASML despite its strong fundamentals. Semiconductor stocks enter bear market: Is bubble burst next?

ASML Company Profile

ASML Holding N.V. (NASDAQ: ASML) is a Dutch company that develops, manufactures and services advanced photolithography systems used to produce semiconductor chips. Headquartered in Veldhoven, Netherlands, ASML supplies capital equipment and associated software and services that enable semiconductor manufacturers to pattern the intricate circuits on silicon wafers. The company is widely recognized for its leadership in extreme ultraviolet (EUV) lithography as well as its deep ultraviolet (DUV) platforms used across multiple process nodes.

ASML’s product portfolio includes EUV and DUV lithography machines, light sources, imaging optics and control software, together with spare parts, upgrades and field services.