US EditionHere’s Why 1 Analyst Just Hiked This Monopoly’s Target to $1,642 Ahead of Earnings
- As ASML prepared to report fourth-quarter earnings, an unnamed Wall Street analyst raised the price target to a Street-high $1,642, 7% above prior and 16% above the stock price of $1,413.
- Rising AI-driven capex from major chipmakers and record fourth-quarter bookings showed 13.2 billion euros, fueling ASML's 100% EUV lithography monopoly upgrade.
- ASML's fourth-quarter results showed net sales of 9.7 billion euros and net profit of 2.8 billion euros, while management guided current-quarter sales between 8.2 billion and 8.9 billion euros.
- The company unveiled a 12-billion-euro buyback to be executed by Dec. 31, 2028, while the stock surged 145% from its 52-week low and is up 32% in 2026.
- CEO Christophe Fouquet said `We expect 2026 to be another growth year for ASML's business`, despite export restrictions and China revenue expected at 20% of total sales in 2026.
26 Articles
26 Articles
The growing demand for state-of-the-art machines for the production of high-performance processors has helped ASML to boost growth once again. The world's leading provider of lithography systems posted surprisingly high order intake. Customers expected a long-lasting AI boom, said Group CEO Christophe Fouquet on Wednesday. According to the data, ASML's well-respected order intake in the fourth quarter was about double the expected level of 13.2 …
The Dutch company accounted for EUR 13.16 billion (US$ 15.85 billion) in the fourth quarter, an increase of 85.6% compared to EUR 7.09 billion last year.
After a record year in 2025 (32.7 billion euros in turnover and 9.7 billion euros in profit), ASML announces an internal reorganization that will cost 1,700 jobs,…
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