FY2026 Earnings Estimate for ASML Issued By Erste Group Bank

ASML Holding N.V. (NASDAQ:ASML) – Equities research analysts at Erste Group Bank reduced their FY2026 earnings estimates for ASML in a research note issued on Friday, June 5th. Erste Group Bank analyst H. Engel now expects that the semiconductor company will earn $36.88 per share for the year, down from their previous estimate of $37.35. The consensus estimate for ASML’s current full-year earnings is $36.86 per share. Erste Group Bank also issued estimates for ASML’s FY2027 earnings at $48.50 EPS.

ASML (NASDAQ:ASML) last announced its quarterly earnings data on Monday, March 30th. The semiconductor company reported $8.28 earnings per share (EPS) for the quarter. The business had revenue of $10.15 billion for the quarter. ASML had a net margin of 27.65% and a return on equity of 48.69%.

ASML has been the topic of several other research reports. Royal Bank Of Canada upped their price objective on shares of ASML from $1,625.00 to $1,700.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. JPMorgan Chase & Co. upped their price objective on shares of ASML from $1,813.00 to $2,200.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of ASML in a research note on Thursday, April 16th. DZ Bank reaffirmed a “neutral” rating on shares of ASML in a research note on Wednesday, April 15th. Finally, Wall Street Zen downgraded shares of ASML from a “buy” rating to a “hold” rating in a research note on Sunday, May 3rd. Four analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,589.63.

ASML Stock Performance

Shares of ASML opened at $1,863.55 on Monday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.78 and a current ratio of 1.36. The company has a market capitalization of $732.90 billion, a price-to-earnings ratio of 66.84, a PEG ratio of 1.49 and a beta of 1.82. The company’s 50 day simple moving average is $1,539.82 and its 200 day simple moving average is $1,371.98. ASML has a 1 year low of $683.48 and a 1 year high of $1,903.50.

Hedge Funds Weigh In On ASML

A number of large investors have recently bought and sold shares of ASML. Cornerstone Financial Management LLC acquired a new stake in shares of ASML in the fourth quarter worth $26,000. Binnacle Investments Inc increased its position 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 in the last quarter. Resources Management Corp CT ADV increased its position 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 in the last quarter. North Star Investment Management Corp. increased its position in shares of ASML by 68.8% in the fourth quarter. North Star Investment Management Corp. now owns 27 shares of the semiconductor company’s stock worth $29,000 after acquiring an additional 11 shares in the last quarter. Finally, Jessup Wealth Management Inc acquired a new stake in shares of ASML in the fourth quarter worth $30,000. Hedge funds and other institutional investors own 26.07% of the company’s stock.

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: Goldman Sachs reaffirmed its buy rating on ASML, reinforcing Wall Street confidence in the company’s long-term earnings and dominance in semiconductor lithography. ASML receives a buy rating from Goldman Sachs
• Positive Sentiment: Elon Musk’s appearance at ASML’s technology conference put the company in the spotlight and highlighted its importance to next-generation chip manufacturing plans, including Musk’s proposed Terafab project tied to Tesla and SpaceX. Ahead of SpaceX IPO, Elon Musk addresses ASML employees as part of push into chip manufacturing
• Positive Sentiment: Investor interest remains strong in ASML’s technology leadership, with commentary noting its widening moat and continued relevance in AI and advanced semiconductor manufacturing. The Competitive Threat That Never Was: ASML’s Widening Moat Boosts Stock 77% YTD
• Neutral Sentiment: ASML also drew attention from articles discussing possible chip-tool challengers such as Canon and xLight, but these reports did not show an immediate threat to ASML’s EUV leadership. Canon: Potential Challenger Of ASML’s EUV Process
• Neutral Sentiment: ASML reached a deal with unions to reduce planned job cuts, and a separate report said the cuts were delayed, which may help labor relations but is not a major near-term growth driver. ASML to slash fewer jobs after striking deal with unions

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.