SemiAnalysis anticipates a stronger upcycle for ASML, citing increased order visibility extending to 2028 and proactive capacity expansion by management. The company has raised its FY26 guidance for the second time in three months, driven by factors such as price increases and reaccelerating DUV immersion shipments. AI
RANK_REASON Analysis from SemiAnalysis predicting future performance and guidance raises for ASML.
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We see upside to the Street's revenue forecasts and expect ASML to raise long-term guidance. Subscribe to our WFE model to learn more! (3/3) https://t.co/cP41yNHGqK
We believe the following signals a stronger upcycle ahead: order visibility extending into 2028, management turning pre-emptive on capacity expansion, like-for-like price increases on the table, DUV immersion shipments reaccelerating, and sustained growth of the upgrade business.…
ASML raised FY26 guidance for the second time in three months at 2Q earnings. (1/3) 🧵 https://t.co/TXncdH2Y6Q