Geopolitical Risks Will Hamper EUV Markets While Backlogs Will Support

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

02 Jun 25

Updated

03 May 26

Views

597

Not Invested

Shared on 03 May 26

Fair value Increased 9.96%

ASML: AI Tool Demand And Tight Supply Will Test EPS Assumptions

ASML Holding's updated analyst price target has risen by about €104 to €1,150.93, with analysts citing refined assumptions around slightly lower discount rates, modestly adjusted revenue growth, a small uplift in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent Street research on ASML Holding has clustered around higher price targets and updated forecasts, with several firms adjusting their models for discount rates, revenue trajectories, margin assumptions, and future P/E multiples.

56 views

Shared on 04 Apr 26

Fair value Increased 4.35%

ASML: Elevated EPS Hopes Will Strain Tighter Wafer Fab Spending Assumptions

ASML Holding's updated fair value estimate has moved from about €1,003 to roughly €1,047 as analysts lift price targets in response to tighter foundry and DRAM supply expectations, higher outer year EPS estimates, and research pointing to strong wafer fab equipment spending. Analyst Commentary Recent Street research on ASML reflects a mix of optimism on long term industry demand and more cautious views around how much of that enthusiasm is already reflected in the share price.

48 views

Shared on 06 Feb 26

Fair value Increased 38%

ASML: Frothy Repricing Could Unravel If Wafer Fab Spending Disappoints

Analysts have lifted their fair value estimate for ASML Holding by about €274 to €1,003, reflecting updated assumptions for revenue growth, profitability and future P/E after a wave of recent price target increases from major banks and brokers. Analyst Commentary Recent research on ASML has been highly active, with a cluster of fresh price targets and rating changes pointing to a wide range of views on how much upside is already reflected in the share price.

111 views

Shared on 15 Dec 25

Fair value Increased 27%

ASML: Elevated EUV Demand Expectations Will Likely Expose Downside If 2026 Recovery Slips

Analysts have significantly raised their fair value estimate for ASML Holding from approximately EUR 573 to about EUR 729 as they factor in a series of higher Street price targets, expectations for stronger medium term revenue growth, resilient margins, and increased confidence in EUV led demand from 2026 onward. Analyst Commentary Street research on ASML has turned markedly more optimistic in recent weeks, with multiple major institutions lifting price targets into the upper triple digits and reiterating positive ratings.

105 views

Geopolitical Risks Will Hamper EUV Markets While Backlogs Will Support

ASML: AI Tool Demand And Tight Supply Will Test EPS Assumptions

ASML: Elevated EPS Hopes Will Strain Tighter Wafer Fab Spending Assumptions

ASML: Frothy Repricing Could Unravel If Wafer Fab Spending Disappoints

ASML: Elevated EUV Demand Expectations Will Likely Expose Downside If 2026 Recovery Slips

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