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ASML (NASDAQ:ASML) Stock Price Down 1.7% - What's Next?
Analysts see 19% upside as ASML’s $45.06 billion backlog and strong AI chip demand offset concerns about bookings and valuation.
- ASML reports third-quarter earnings on Wednesday, October 14, with investors closely watching for updates on Q3 bookings and the company's 2027 capacity plans.
- As the world's only manufacturer of extreme ultraviolet lithography equipment, ASML supplies essential tools to major chipmakers including Taiwan Semiconductor Manufacturing and Intel for advanced chip production.
- Analysts expect revenue to reach 11.7 billion euros, or $13.1 billion, representing 56% growth, while 11-to-0 upward earnings per share revisions point to a potential beat.
- Despite a 65.3% year-to-date gain, ASML stock has trailed the 82.4% return of the iShares Semiconductor ETF, raising valuation concerns among investors.
- Management targets 2026 growth of over 45% in EUV net system sales, and with orders already covering 2027 demand, the earnings report could reshape investor expectations.
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Why October 14 Could Change Everything for ASML Stock
ASML holds a near-monopoly on the machines powering the AI chip revolution, yet its stock keeps lagging the semiconductor rally. Its Q3 earnings report on October 14 could force Wall Street to reconsider that trade.
·Lakewood, United States
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Coverage Details
Total News Sources9
Leaning Left1Leaning Right0Center3Last UpdatedBias Distribution75% Center
Bias Distribution
- 75% of the sources are Center
75% Center
L 25%
C 75%
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