FY2026 EPS Estimates for ASML Increased by Erste Group Bank

ASML Holding N.V. (NASDAQ:ASML) – Investment analysts at Erste Group Bank raised their FY2026 EPS estimates for ASML in a research note issued on Wednesday, July 15th. Erste Group Bank analyst H. Engel now forecasts that the semiconductor company will earn $36.94 per share for the year, up from their previous forecast of $36.39. The consensus estimate for ASML’s current full-year earnings is $41.59 per share. Erste Group Bank also issued estimates for ASML’s FY2027 earnings at $50.60 EPS.

ASML has been the topic of several other research reports. Susquehanna reaffirmed a “positive” rating on shares of ASML in a research note on Tuesday, June 30th. DZ Bank upgraded ASML from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Barclays reissued an “overweight” rating on shares of ASML in a report on Thursday, July 16th. Wells Fargo & Company boosted their target price on shares of ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. Finally, Argus set a $2,100.00 target price on shares of ASML in a report on Thursday, July 16th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,970.33.

ASML Trading Up 3.6%

Shares of ASML opened at $1,801.51 on Monday. ASML has a 1 year low of $683.48 and a 1 year high of $1,999.96. The company has a current ratio of 1.33, a quick ratio of 0.80 and a debt-to-equity ratio of 0.09. The stock has a 50 day simple moving average of $1,741.07 and a 200-day simple moving average of $1,513.33. The stock has a market cap of $708.50 billion, a PE ratio of 56.05, a PEG ratio of 0.93 and a beta of 1.78.

ASML (NASDAQ:ASML) last released its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%.The company had revenue of $10.64 billion for the quarter.

Hedge Funds Weigh In On ASML

Several institutional investors have recently bought and sold shares of ASML. Cornerstone Financial Management LLC bought a new position in shares of ASML in the fourth quarter valued at about $26,000. Binnacle Investments Inc grew its holdings in ASML by 78.9% during the 2nd 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 holdings in ASML by 1,150.0% during the 4th 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 position in ASML by 68.8% in the 4th 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 acquired a new stake in ASML in the 4th quarter valued at about $30,000. Institutional investors own 26.07% of the company’s stock.

ASML Cuts Dividend

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

ASML News Roundup

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML’s strong second-quarter results and higher 2026 outlook continue to fuel optimism that AI infrastructure demand is translating into faster orders for its advanced lithography tools. The company raised its revenue guidance and reported improved margins, reinforcing the growth story. 1 Massive Reason to Buy ASML Stock Following Its Blowout Earnings Report
• Positive Sentiment: Analysts and media coverage are highlighting ASML as one of the clearest beneficiaries of the AI boom, with discussion even centering on whether the company could eventually become Europe’s first trillion-dollar firm. That kind of narrative can support valuation and investor sentiment. ASML to offer employees €20,000 retention bonus for staying in 2027-2030
• Positive Sentiment: First components of ASML’s $400 million lithography tool arriving in Albany point to continued demand for its most advanced equipment, underscoring the company’s strategic role in next-generation chip manufacturing. First components of ASML’s $400 million lithography tool arrive in Albany
• Neutral Sentiment: Several reports focused on ASML’s retention bonus plan for employees through 2030. While the move may help protect talent in a tight labor market, it is not a direct operating catalyst and could modestly increase costs. ASML to offer employees €20,000 retention bonus for staying in 2027-2030
• Neutral Sentiment: Commentary about ASML being expensive at around 45x forward earnings is a reminder that valuation remains a debate, even as the growth outlook improves. This may temper some bullish enthusiasm but does not change the core AI-driven story. Is ASML Extremely Overvalued or a Bargain at 45x Forward Earnings?

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.