SemiAnalysis expects ASML to raise long-term guidance

Odaily Odaily reports that SemiAnalysis posted on X platform, stating that they believe there is upside potential for Wall Street’s revenue expectations for ASML, and they expect ASML to raise its long-term guidance.

SemiAnalysis noted that in its Q2 earnings report, ASML raised its fiscal year 2026 performance guidance for the second time in three months, suggesting a further strengthening of the new upturn cycle in the semiconductor equipment industry. Positive signals include order visibility extending to 2028, management proactively preparing for capacity expansion, considering price increases for similar products, a re-acceleration in shipments of DUV immersion lithography machines, and sustained growth in the upgrade service business. Based on these factors, the firm believes there is still room for upward revision in current market revenue expectations for ASML and anticipates that the company will further raise its long-term performance guidance in the future.