FY2026 Earnings Forecast for ASML Issued By Erste Group Bank

ASML Holding N.V. (NASDAQ:ASML) – Equities researchers at Erste Group Bank increased their FY2026 earnings estimates for shares of ASML in a report issued on Wednesday, August 5th. Erste Group Bank analyst H. Engel now anticipates that the semiconductor company will post earnings of $45.23 per share for the year, up from their previous forecast of $44.50. The consensus estimate for ASML’s current full-year earnings is $44.85 per share. Erste Group Bank also issued estimates for ASML’s FY2027 earnings at $62.33 EPS.

Several other equities analysts have also recently weighed in on ASML. JPMorgan Chase & Co. raised their price target on ASML from $2,200.00 to $2,400.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Freedom Capital raised ASML from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 16th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of ASML in a research report on Friday, July 10th. Susquehanna reissued a “positive” rating on shares of ASML in a report on Tuesday, June 30th. Finally, Weiss Ratings upgraded shares of ASML from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, July 17th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,970.33.

ASML Price Performance

NASDAQ:ASML opened at $1,799.38 on Monday. The business’s 50-day moving average is $1,774.11 and its 200 day moving average is $1,559.04. ASML has a 12 month low of $716.20 and a 12 month high of $1,999.96. The company has a market capitalization of $707.66 billion, a P/E ratio of 55.99, a P/E/G ratio of 0.86 and a beta of 1.79. The company has a current ratio of 1.33, a quick ratio of 0.80 and a debt-to-equity ratio of 0.09.

ASML (NASDAQ:ASML) last issued 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 firm had revenue of $10.64 billion during the quarter.

ASML Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Tuesday, July 28th were paid a dividend of $2.1507 per share. This represents a $8.60 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Tuesday, July 28th. ASML’s dividend payout ratio (DPR) is currently 22.62%.

Hedge Funds Weigh In On ASML

Hedge funds have recently bought and sold shares of the business. Fisher Asset Management LLC grew its stake in ASML by 3.0% in the 4th quarter. Fisher Asset Management LLC now owns 4,484,949 shares of the semiconductor company’s stock worth $4,798,268,000 after acquiring an additional 132,353 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of ASML by 6.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,641,565 shares of the semiconductor company’s stock valued at $2,168,227,000 after acquiring an additional 96,860 shares in the last quarter. Bank of America Corp DE boosted its holdings in shares of ASML by 1.2% in the first quarter. Bank of America Corp DE now owns 1,560,256 shares of the semiconductor company’s stock valued at $2,060,833,000 after purchasing an additional 19,051 shares during the period. Price T Rowe Associates Inc. MD grew its position in shares of ASML by 14.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,526,411 shares of the semiconductor company’s stock worth $1,633,046,000 after buying an additional 193,068 shares in the last quarter. Finally, BlackRock Inc. grew its holdings in ASML by 4.9% during the 2nd quarter. BlackRock Inc. now owns 1,282,190 shares of the semiconductor company’s stock worth $2,550,840,000 after acquiring an additional 59,888 shares in the last quarter. Institutional investors own 26.07% of the company’s stock.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: TSMC’s accelerating revenue growth is reigniting expectations for demand for ASML’s lithography systems, particularly equipment used to manufacture advanced AI chips. ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand
• Positive Sentiment: Investors responded to the strong sales signal from a major customer, reinforcing the view that ASML’s equipment remains essential to the AI-chip supply chain. Why ASML Holding Stock Rallied Tuesday Morning
• Positive Sentiment: TSMC’s performance also supports ASML’s capacity-expansion strategy and the broader long-term investment thesis that the company is a key enabler of AI infrastructure. A recent analyst view cited a price target implying substantial potential upside from the recent trading level. ASML Stock Rises 1.7% as AI Demand Signal Strengthens
• Neutral Sentiment: Reported short interest was listed at zero shares, with a zero-day short-interest ratio. Because the figures show no measurable short position and include an invalid percentage-change calculation, they provide little actionable insight into trading sentiment.
• Neutral Sentiment: Erste Group Bank issued a fiscal 2026 earnings estimate for ASML, but the available report does not provide the estimate or indicate a change in analyst expectations. FY2026 Earnings Estimate for ASML Issued By Erste Group Bank
• Negative Sentiment: Investors continue to monitor a potential Chinese competitive threat: a Chinese company is reportedly developing its own deep-ultraviolet lithography systems. If successful, this could pressure ASML’s long-term position in some lower-end equipment markets, although the report does not establish commercial-scale competition. ASML Faces a Fresh Threat Out of China. Is the Dip in the Stock Worth Buying?

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.