FY2026 Earnings Forecast for ASML Issued By Erste Group Bank

ASML Holding N.V. (NASDAQ:ASML) – Erste Group Bank decreased their FY2026 EPS estimates for shares of ASML in a report issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now anticipates that the semiconductor company will earn $44.01 per share for the year, down from their previous forecast of $45.10. The consensus estimate for ASML’s current full-year earnings is $43.86 per share. Erste Group Bank also issued estimates for ASML’s FY2027 earnings at $60.69 EPS.

Other equities research analysts also recently issued reports about the company. Argus set a $2,100.00 price target on ASML in a research report on Thursday, July 16th. Wells Fargo & Company boosted their price objective on ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Royal Bank Of Canada restated an “outperform” rating and issued a $2,100.00 target price on shares of ASML in a research note on Wednesday, October 7th. Cantor Fitzgerald restated an “overweight” rating on shares of ASML in a research note on Monday, September 14th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of ASML in a report on Tuesday, July 7th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $2,085.38.

ASML Trading Down 1.7%

NASDAQ ASML opened at $1,750.24 on Tuesday. ASML has a 1 year low of $946.11 and a 1 year high of $1,999.96. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.33 and a quick ratio of 0.80. The company has a market capitalization of $688.33 billion, a PE ratio of 54.46, a P/E/G ratio of 0.80 and a beta of 1.77. The company has a fifty day moving average of $1,742.49 and a 200 day moving average of $1,663.83.

ASML (NASDAQ:ASML) last released its quarterly earnings data on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%. The firm had revenue of $10.62 billion for the quarter.

ASML Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Tuesday, July 28th were issued a dividend of $2.1507 per share. This represents a $8.60 dividend on an annualized basis and a yield of 0.5%. This is a drop from ASML’s previous quarterly dividend of $3.1771. The ex-dividend date of this dividend was Tuesday, July 28th. ASML’s payout ratio is currently 22.62%.

Institutional Trading of ASML

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ASML. Van ECK Associates Corp increased its stake in shares of ASML by 31.7% in the 2nd quarter. Van ECK Associates Corp now owns 2,459,420 shares of the semiconductor company’s stock valued at $4,892,869,000 after purchasing an additional 592,125 shares in the last quarter. Sei Investments Co. raised its holdings in ASML by 223.7% in the 1st quarter. Sei Investments Co. now owns 287,225 shares of the semiconductor company’s stock worth $379,368,000 after purchasing an additional 198,505 shares during the period. Sands Capital Management LLC boosted its position in ASML by 26.6% during the fourth quarter. Sands Capital Management LLC now owns 669,985 shares of the semiconductor company’s stock worth $716,790,000 after purchasing an additional 140,821 shares in the last quarter. Amundi boosted its position in ASML by 498.0% during the second quarter. Amundi now owns 156,791 shares of the semiconductor company’s stock worth $311,926,000 after purchasing an additional 130,573 shares in the last quarter. Finally, Scge Management L.P. grew its holdings in ASML by 76.7% in the fourth quarter. Scge Management L.P. now owns 228,000 shares of the semiconductor company’s stock valued at $243,928,000 after purchasing an additional 99,000 shares during the period. Institutional investors and hedge funds own 26.07% of the company’s stock.

ASML News Summary

Here are the key news stories impacting ASML this week:

• Positive Sentiment: ASML’s buyback program continued, with the company repurchasing 270,000 shares for approximately €456.3 million from October 5–9. Buybacks can support per-share value and signal management confidence. ASML reports transactions under its current share buyback program
• Positive Sentiment: Analyst sentiment remains broadly constructive, with sell-side brokerages assigning ASML a “Moderate Buy” consensus and other coverage maintaining Buy-equivalent recommendations. ASML Holding rated Moderate Buy
• Positive Sentiment: ASML remains the only commercial supplier of extreme ultraviolet lithography systems, giving it a critical position in the production of leading-edge AI and high-performance chips. Analysts expect accelerating revenue growth and potentially strong fourth-quarter guidance. ASML stock ahead of Q3 earnings
• Neutral Sentiment: CEO Christophe Fouquet said the AI chip boom could extend beyond 2028, supporting long-term equipment demand. However, Broadcom CEO Hock Tan warned that capital availability could become the industry’s biggest constraint, raising questions about the pace and durability of AI-related orders. ASML CEO discusses AI chip boom and financing concerns
• Positive Sentiment: ASML plans to raise replacement and maintenance-parts prices for Samsung and SK hynix by 10% beginning in January. The move could increase installed-base revenue and encourage customers to upgrade lithography equipment. ASML earnings preview
• Negative Sentiment: European chip stocks sold off amid growing concern that China’s CXMT and other domestic chipmakers could intensify competition, while investors questioned the sustainability of AI funding. The broader technology-stock decline amplified pressure on ASML. ASML and European chip stocks fall on CXMT threat and AI funding fears
• Negative Sentiment: ASML’s substantial prior rally and elevated valuation leave the stock vulnerable to profit-taking if upcoming results, orders, or guidance fail to exceed already-high expectations.

About ASML

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures advanced lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment projects patterns onto silicon wafers, enabling the creation of increasingly smaller and more powerful semiconductor features.

ASML’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems, and related metrology and inspection solutions.