ASML Holding N.V.

Report azionario ENXTAM:ASML

Capitalizzazione di mercato: €512.9b

ASML Holding Crescita futura

Criteri Future verificati 4/6

ASML Holding prevede che gli utili e i ricavi cresceranno rispettivamente di 16.6% e 12.9% all'anno. Si prevede che l'EPS crescerà di 18.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 51.8% in 3 anni.

Informazioni chiave

16.6%

Tasso di crescita degli utili

18.39%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili21.2%
Tasso di crescita dei ricavi12.9%
Rendimento futuro del capitale proprio51.76%
Copertura analitica

Good

Ultimo aggiornamento20 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Nuova narrazione • 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
User avatar
Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

ENXTAM:ASML - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202851,70717,59416,09318,71827
12/31/202747,28415,75713,31815,73838
12/31/202639,00112,0546,92210,25238
3/29/202633,69310,0118,89510,532N/A
12/31/202532,6679,60911,02712,659N/A
9/28/202532,2129,4638,92710,793N/A
6/29/202532,1639,4159,21711,184N/A
3/30/202530,7148,7039,28411,360N/A
12/31/202428,2637,5729,08311,166N/A
9/29/202426,2376,9262,8394,818N/A
6/30/202425,4436,7432,9224,997N/A
3/31/202426,1027,1072,3774,458N/A
12/31/202327,5597,8393,2475,443N/A
10/1/202326,7527,6075,5377,597N/A
7/2/202325,8577,4165,7247,638N/A
4/2/202324,3856,8858,1999,807N/A
12/31/202221,1735,6247,1688,487N/A
10/2/202219,7295,5818,4099,553N/A
7/3/202219,1925,6209,20110,185N/A
4/3/202217,7825,24710,20711,201N/A
12/31/202118,6115,8839,90610,846N/A
10/3/202117,8805,4608,1449,099N/A
7/4/202116,5964,7826,5177,489N/A
4/4/202115,9024,4953,3364,292N/A
12/31/202013,9793,5543,6274,628N/A
9/27/202013,7613,3372,5353,546N/A
6/28/202012,7892,9032,4383,424N/A
3/29/202012,0322,6282,2573,151N/A
12/31/201911,8202,592N/A3,276N/A
9/29/201910,9262,246N/A1,335N/A
6/30/201910,7162,299N/A1,752N/A
3/31/201910,8882,407N/A2,407N/A
12/31/201810,9442,592N/A3,073N/A
9/30/201810,2722,395N/A2,483N/A
7/1/20189,9432,272N/A2,396N/A
4/1/20189,4432,258N/A2,090N/A
12/31/20178,9632,067N/A1,818N/A
10/1/20178,4002,006N/A2,054N/A
7/2/20177,7671,874N/A1,752N/A
4/2/20177,2671,675N/A1,907N/A
12/31/20166,8751,558N/A1,666N/A
10/2/20166,3221,371N/A1,849N/A
7/3/20166,0561,329N/A2,257N/A
4/3/20165,9711,380N/A2,033N/A
12/31/20156,2871,620N/A2,400N/A
9/27/20156,3471,660N/A1,856N/A
6/28/20156,1201,574N/A1,642N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ASML ( 16.6% all'anno) è superiore al tasso di risparmio ( 2.1% ).

Guadagni vs Mercato: Si prevede che gli utili di ASML ( 16.6% all'anno) cresceranno più rapidamente del mercato Dutch ( 13.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ASML cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di ASML ( 12.9% all'anno) crescerà più rapidamente del mercato Dutch ( 9.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ASML ( 12.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ASML sarà molto alto tra 3 anni ( 51.8 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 11:39
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/29
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

ASML Holding N.V. è coperta da 59 analisti. 38 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Warren LauAletheia Analyst Network Limited
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP