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ASML raises 2026 sales guidance as analysts lift price targets on AI-driven demand

ASML reported Q1 revenue of €8.8 billion and raised its full-year 2026 sales guidance to €36–40 billion while reaffirming its 2030 targets of €44 billion and €60 billion. Strong AI-related chip demand and rising DRAM capacity are driving orders for the company’s EUV lithography systems. Bernstein and JPMorgan both raised price targets and reiterated positive ratings, citing higher capital spending and expected production of more EUV machines. The stock has surged amid investor optimism, pushing ASML’s market value above $700 billion in June. » Altro su finance.yahoo.com
ASML under US pressure over suspicion that a banned EUV lithography machine reached China

U.S. commerce secretary Lutnick has raised the suspicion that a banned EUV lithography machine from ASML may have made its way to China. ASML denies this and stresses it maintains comprehensive oversight of all 314 installed systems. The allegations are weighing on the stock, since around 20% of revenue depends on the Chinese market. » Altro su finanzen.net
ASML benefits from AI boom as shares surge and market value tops $674 billion

ASML is a key supplier of EUV lithography machines that enable leading-edge chip production and is capitalizing on rising AI infrastructure demand. Its shares are up 132% over the year and 48% year-to-date, pushing its market capitalization to about $674 billion and making it Europe’s most valuable company. ASML commands premium pricing for its complex tools, maintains a strong order backlog and holds a monopoly position in EUV systems needed for nodes at 2 nm and below. » Altro su finance.yahoo.com