ASML Holding Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de ASML Holding de 16.6% y 12.9% por año respectivamente. Se prevé que el BPA crezca en un 18.4% al año. Se espera que la rentabilidad financiera sea de 51.8% en 3 años.
Información clave
16.6%
Tasa de crecimiento de los beneficios
18.39%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 21.2% |
| Tasa de crecimiento de los ingresos | 12.9% |
| Rentabilidad financiera futura | 51.76% |
| Cobertura de analistas | Good |
| Última actualización | 20 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 03
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.
Actualización de narrativa • Apr 18
ASML: Future DRAM Tightness And Tool Demand Will Drive Upside
ASML Holding's analyst price target has been raised by €63 to reflect updated views on slightly lower discount rates, stronger revenue growth and margins, and a modestly lower future P/E assumption highlighted in recent research updates. Analyst Commentary Recent research on ASML Holding shows a cluster of upward price target revisions across multiple banks and brokerage firms, alongside at least one downgrade, giving a mixed but generally constructive read on expectations for execution and valuation.Actualización de narrativa • Apr 04
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.Actualización de narrativa • Mar 21
ASML: Future WFE Spending And DRAM Tightness Will Drive Upside
ASML Holding's analyst fair value estimate has been adjusted slightly higher to €1,400.42 from €1,397.71, reflecting updated assumptions on revenue growth, margins and P/E. This follows a series of recent price target increases from major brokers who cite tighter foundry and DRAM supply, higher medium term EPS estimates and firm wafer fab equipment spending plans.
Nueva narrativa • Mar 15
ASML Holding N.V. (ASML): The Lithography Monopoly and the High-NA EUV AI Era
ASML Holding N.V. (ASML) remains the undisputed gatekeeper of the global semiconductor industry, closing the March 13, 2026, session at €1,186.40 on the Euronext Amsterdam (and $1,345.69 USD on the NASDAQ). Since the start of 2026, the stock has experienced a "V-shaped" recovery; after a volatile 2025 characterized by shifting export regulations, ASML has surged back to near-all-time highs as the market prices in the massive shift from R&D to mass production for High-NA EUV systems.
Nueva narrativa • Mar 12
ASML: The Hidden Backbone of the Global AI and Semiconductor Revolution.
ASML Holding is one of the most strategically important companies in the global semiconductor industry. The company specializes in producing advanced lithography machines used to manufacture cutting-edge semiconductor chips.
Actualización de narrativa • Mar 06
ASML: Tight Wafer Fab Equipment Supply Will Support Stronger Future Earnings Power
Analysts have raised their fair value estimate for ASML Holding to €1,600 from €943, citing higher long term assumptions for revenue growth, profitability and future P/E multiples, supported by a broad wave of recent price target increases across major banks. Analyst Commentary Recent research on ASML Holding has been dominated by a series of higher price targets and more constructive views on the medium term outlook, even as one firm issued a downgrade.Nueva narrativa • Feb 26
ASML: Durable Advantage, Limited Margin for Error
Narrative summary ASML sits at the centre of advanced semiconductor manufacturing. It does not design chips and it does not fabricate them.Actualización de narrativa • Feb 20
ASML: Future WFE Spending And AI Demand Will Drive Upside
We are lifting our ASML Holding analyst price target to €1,397.71 from €1,207.41. This change reflects analysts' updated assumptions for higher revenue growth, stronger profit margins, and a modestly different discount rate, supported by a broad wave of recent target increases and upgrades across major brokerages.Actualización de narrativa • Feb 06
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.Artículo de análisis • Feb 04
Shareholders Can Be Confident That ASML Holding's (AMS:ASML) Earnings Are High Quality
Even though ASML Holding N.V.'s ( AMS:ASML ) recent earnings release was robust, the market didn't seem to notice...Artículo de análisis • Jan 31
€1,353 - That's What Analysts Think ASML Holding N.V. (AMS:ASML) Is Worth After These Results
Investors in ASML Holding N.V. ( AMS:ASML ) had a good week, as its shares rose 3.2% to close at €1,216 following the...Actualización de narrativa • Jan 23
ASML: Future AI Demand And WFE Spending Expectations Will Shape Momentum
Analysts lifted their fair value estimate for ASML Holding to $1,207.41 from $1,065.77, citing updated assumptions that include slightly higher revenue growth expectations, a modestly lower discount rate, a recalibrated profit margin outlook, and a higher future P/E multiple, supported by a series of recent Street price target hikes and generally constructive research commentary. Analyst Commentary Recent Street research on ASML Holding has been active, with several price target revisions and rating changes that help frame how professionals are thinking about the stock’s valuation, growth prospects, and execution risk.Actualización de narrativa • Jan 08
ASML: Future AI Demand And 2026 DRAM Spend Will Shape Momentum
Narrative Update on ASML Holding The updated analyst price target for ASML Holding reflects a shift in fair value from €973.03 to €1,065.77, supported by analysts citing recent Q3 results, higher long term Street targets around €975 to €1,200, and slightly stronger assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Street research on ASML Holding has been broadly constructive, with several bullish analysts lifting their valuation ranges after the latest Q3 update and revisiting their assumptions on margins and long term growth.Artículo de análisis • Jan 05
Why Investors Shouldn't Be Surprised By ASML Holding N.V.'s (AMS:ASML) P/E
With a price-to-earnings (or "P/E") ratio of 40.4x ASML Holding N.V. ( AMS:ASML ) may be sending very bearish signals...Actualización de narrativa • Dec 15
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.Actualización de narrativa • Dec 01
ASML: Future AI Partnerships And Semiconductor Demand Will Shape Sector Momentum
ASML Holding's analyst fair value target has been raised modestly from €949.81 to €973.03. Analysts cite stronger than expected Q3 results and an improving industry outlook as factors supporting the company's valuation.Actualización de narrativa • Nov 17
ASML: Shareholder Role In AI And Sector Dynamics Will Shape Outlook
ASML Holding's analyst price target has been raised modestly, increasing from €941.90 to €949.81 as analysts cite stronger Q3 results, improved profit margins, and a more favorable growth outlook for the semiconductor equipment sector. Analyst Commentary Recent commentary from equity research analysts reflects a primarily upbeat sentiment on ASML Holding’s outlook, with most citing strong fundamentals and improved profitability as the drivers for upward price target revisions.Actualización de narrativa • Nov 01
ASML: Future Memory Spending And AI Investment Will Support Shareholder Value
ASML Holding's analyst price target has been raised slightly, moving from approximately €938 to €942. Analysts cite stronger quarterly results, rising industry optimism, and improved earnings prospects driven by higher expected revenue growth and profit margins.Actualización de narrativa • Oct 18
High-NA EUV Platforms And AI Demand Will Drive System Sales
ASML Holding’s analyst price target has climbed significantly, rising from approximately €809 to €938. Analysts point to robust third-quarter results, improving profit margins, and heightened confidence in future industry growth.Actualización de narrativa • Oct 04
High-NA EUV Platforms And AI Demand Will Drive System Sales
ASML Holding's analyst price target has been raised by approximately €40 to €809.45, as analysts cite improving sentiment around memory spending, stabilizing customer outlooks, and positive earnings prospects in the coming years. Analyst Commentary Recent research notes on ASML Holding reflect a range of views across Wall Street.Artículo de análisis • Sep 23
ASML Holding N.V.'s (AMS:ASML) 25% Price Boost Is Out Of Tune With Earnings
ASML Holding N.V. ( AMS:ASML ) shareholders would be excited to see that the share price has had a great month, posting...Actualización de narrativa • Sep 19
High-NA EUV Platforms And AI Demand Will Drive System Sales
ASML Holding’s analyst price target was raised to €769.45, as analysts cite strengthening long-term demand from AI and semiconductor capex trends and diminishing export control risks, despite lingering near-term macro headwinds. Analyst Commentary Bullish analysts point to expanding AI compute spending and expectations of substantial TSMC capex in 2026-2027, which supports higher demand trends for ASML’s advanced lithography tools.
Nueva narrativa • Jul 22
Why Now Is The Time to Buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.Artículo de análisis • Jul 01
Do ASML Holding's (AMS:ASML) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • May 27
Should You Think About Buying ASML Holding N.V. (AMS:ASML) Now?
ASML Holding N.V. ( AMS:ASML ) saw a decent share price growth of 19% on the ENXTAM over the last few months...Nueva narrativa • Jan 20
Why ASML Dominates the Chip Market
ASML Holding NV (ASML) isn’t a company; it’s the linchpin in the supply chain that global semiconductors need. Due to the uniqueness of supplying extreme ultraviolet, or EUV, lithography systems, the
Nueva narrativa • Nov 07
High-NA Technology And AI Markets Ignite Exciting Growth Opportunities
Transition to NXE:3800E and High-NA EUV systems could drive future revenue and earnings through performance benefits and cost reductions.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 51,707 | 17,594 | 16,093 | 18,718 | 27 |
| 12/31/2027 | 47,284 | 15,757 | 13,318 | 15,738 | 38 |
| 12/31/2026 | 39,001 | 12,054 | 6,922 | 10,252 | 38 |
| 3/29/2026 | 33,693 | 10,011 | 8,895 | 10,532 | N/A |
| 12/31/2025 | 32,667 | 9,609 | 11,027 | 12,659 | N/A |
| 9/28/2025 | 32,212 | 9,463 | 8,927 | 10,793 | N/A |
| 6/29/2025 | 32,163 | 9,415 | 9,217 | 11,184 | N/A |
| 3/30/2025 | 30,714 | 8,703 | 9,284 | 11,360 | N/A |
| 12/31/2024 | 28,263 | 7,572 | 9,083 | 11,166 | N/A |
| 9/29/2024 | 26,237 | 6,926 | 2,839 | 4,818 | N/A |
| 6/30/2024 | 25,443 | 6,743 | 2,922 | 4,997 | N/A |
| 3/31/2024 | 26,102 | 7,107 | 2,377 | 4,458 | N/A |
| 12/31/2023 | 27,559 | 7,839 | 3,247 | 5,443 | N/A |
| 10/1/2023 | 26,752 | 7,607 | 5,537 | 7,597 | N/A |
| 7/2/2023 | 25,857 | 7,416 | 5,724 | 7,638 | N/A |
| 4/2/2023 | 24,385 | 6,885 | 8,199 | 9,807 | N/A |
| 12/31/2022 | 21,173 | 5,624 | 7,168 | 8,487 | N/A |
| 10/2/2022 | 19,729 | 5,581 | 8,409 | 9,553 | N/A |
| 7/3/2022 | 19,192 | 5,620 | 9,201 | 10,185 | N/A |
| 4/3/2022 | 17,782 | 5,247 | 10,207 | 11,201 | N/A |
| 12/31/2021 | 18,611 | 5,883 | 9,906 | 10,846 | N/A |
| 10/3/2021 | 17,880 | 5,460 | 8,144 | 9,099 | N/A |
| 7/4/2021 | 16,596 | 4,782 | 6,517 | 7,489 | N/A |
| 4/4/2021 | 15,902 | 4,495 | 3,336 | 4,292 | N/A |
| 12/31/2020 | 13,979 | 3,554 | 3,627 | 4,628 | N/A |
| 9/27/2020 | 13,761 | 3,337 | 2,535 | 3,546 | N/A |
| 6/28/2020 | 12,789 | 2,903 | 2,438 | 3,424 | N/A |
| 3/29/2020 | 12,032 | 2,628 | 2,257 | 3,151 | N/A |
| 12/31/2019 | 11,820 | 2,592 | N/A | 3,276 | N/A |
| 9/29/2019 | 10,926 | 2,246 | N/A | 1,335 | N/A |
| 6/30/2019 | 10,716 | 2,299 | N/A | 1,752 | N/A |
| 3/31/2019 | 10,888 | 2,407 | N/A | 2,407 | N/A |
| 12/31/2018 | 10,944 | 2,592 | N/A | 3,073 | N/A |
| 9/30/2018 | 10,272 | 2,395 | N/A | 2,483 | N/A |
| 7/1/2018 | 9,943 | 2,272 | N/A | 2,396 | N/A |
| 4/1/2018 | 9,443 | 2,258 | N/A | 2,090 | N/A |
| 12/31/2017 | 8,963 | 2,067 | N/A | 1,818 | N/A |
| 10/1/2017 | 8,400 | 2,006 | N/A | 2,054 | N/A |
| 7/2/2017 | 7,767 | 1,874 | N/A | 1,752 | N/A |
| 4/2/2017 | 7,267 | 1,675 | N/A | 1,907 | N/A |
| 12/31/2016 | 6,875 | 1,558 | N/A | 1,666 | N/A |
| 10/2/2016 | 6,322 | 1,371 | N/A | 1,849 | N/A |
| 7/3/2016 | 6,056 | 1,329 | N/A | 2,257 | N/A |
| 4/3/2016 | 5,971 | 1,380 | N/A | 2,033 | N/A |
| 12/31/2015 | 6,287 | 1,620 | N/A | 2,400 | N/A |
| 9/27/2015 | 6,347 | 1,660 | N/A | 1,856 | N/A |
| 6/28/2015 | 6,120 | 1,574 | N/A | 1,642 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (16.6% al año) de ASML es superior a la tasa de ahorro (2.1%).
Beneficios vs. Mercado: Se prevé que los beneficios (16.6% al año) de ASML crezcan más rápidamente que el mercado Dutch (13.9% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de ASML crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (12.9% al año) de ASML crezcan más rápidamente que los del mercado Dutch (9.8% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 12.9% al año) de ASML crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de ASML sea muy elevada dentro de 3 años (51.8%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 20:23 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/29 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ASML Holding N.V. está cubierta por 59 analistas. 38 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |