FY2026 Earnings Estimate for ASML Issued By Erste Group Bank

ASML Holding N.V. (NASDAQ:ASML) – Equities research analysts at Erste Group Bank boosted their FY2026 earnings per share (EPS) estimates for ASML in a report issued on Wednesday, July 15th. Erste Group Bank analyst H. Engel now forecasts that the semiconductor company will post earnings of $36.94 per share for the year, up from their prior forecast 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.

Other equities analysts also recently issued reports about the stock. Weiss Ratings raised shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday. Morningstar cut shares of ASML to a “sell” rating in a research note on Wednesday, May 27th. JPMorgan Chase & Co. upped their price target on shares of ASML from $2,200.00 to $2,400.00 and gave the stock an “overweight” rating in a research report on Thursday. Sanford C. Bernstein raised their price target on shares of ASML from $1,971.00 to $2,623.00 and gave the company an “outperform” rating in a research note on Monday, July 6th. Finally, Barclays reiterated an “overweight” rating on shares of ASML in a report on Thursday. Four research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, ASML 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 $1,747.58 on Monday. The firm has a market cap of $687.29 billion, a PE ratio of 54.37, a PEG ratio of 0.96 and a beta of 1.78. The firm has a fifty day moving average of $1,731.99 and a 200 day moving average of $1,503.48. The company has a debt-to-equity ratio of 0.09, a quick ratio of 0.80 and a current ratio of 1.33. ASML has a one year low of $683.48 and a one year high of $1,999.96.

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

Hedge Funds Weigh In On ASML

A number of institutional investors and hedge funds have recently bought and sold shares of ASML. Gradient Investments LLC grew its position in shares of ASML by 424.3% in the fourth quarter. Gradient Investments LLC now owns 14,388 shares of the semiconductor company’s stock valued at $15,393,000 after purchasing an additional 11,644 shares in the last quarter. Bingham Private Wealth LLC purchased a new position in ASML during the fourth quarter worth approximately $1,444,000. Cambridge Investment Research Advisors Inc. lifted its position in ASML by 3.5% during the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 22,467 shares of the semiconductor company’s stock worth $24,036,000 after buying an additional 760 shares in the last quarter. Ervin Investment Management LLC boosted its stake in ASML by 1,236.4% during the fourth quarter. Ervin Investment Management LLC now owns 33,037 shares of the semiconductor company’s stock worth $35,000 after buying an additional 30,565 shares during the last quarter. Finally, Keybank National Association OH boosted its stake in ASML by 21.3% during the fourth quarter. Keybank National Association OH now owns 65,354 shares of the semiconductor company’s stock worth $69,920,000 after buying an additional 11,459 shares during the last quarter. 26.07% of the stock is currently owned by institutional investors and hedge funds.

ASML Cuts Dividend

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

Key Stories Impacting ASML

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML reported a Q2 earnings beat, with revenue and margins helped by stronger Installed Base Management sales and lithography shipments, and management raised its 2026 outlook again as AI-driven chip demand remains robust.
• Positive Sentiment: Several Wall Street firms turned more bullish, including JPMorgan raising its price target to $2,400 and other notes lifting fair value estimates on expectations for fuller EUV order books, stronger AI infrastructure demand, and better long-term shipment and margin assumptions.
• Positive Sentiment: ASML’s High-NA EUV momentum and broader industry tailwinds are reinforcing its role as a key AI enabler, with analysts pointing to strong unit demand, capacity expansion, and improving pricing power as support for multi-year growth.
• Neutral Sentiment: ASML announced a quarterly dividend of $2.1507 per share, with the ex-dividend date set for July 28 and payment due August 5; this is a shareholder-return update rather than a major operating catalyst.
• Negative Sentiment: Some investors remain cautious because valuation is already rich, and analysts note that forward estimates may be constrained by slower sales growth, even as the company benefits from AI demand.
• Negative Sentiment: Geopolitical risk is still a headwind, with China now expected to contribute about 20% of 2026 revenue and U.S.-China export restrictions creating uncertainty around future chipmaking equipment sales.

About ASML

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.