ASML Holding N.V.

ENXTAM:ASML Stok Raporu

Piyasa değeri: €512.9b

ASML Holding Gelecekteki Büyüme

Future kriter kontrolleri 4/6

ASML Holding kazanç ve gelirin sırasıyla yıllık 16.6% ve 12.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 18.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 51.8% olacağı tahmin edilmektedir.

Anahtar bilgiler

16.6%

Kazanç büyüme oranı

18.39%

EPS büyüme oranı

Semiconductor kazanç büyümesi21.2%
Gelir büyüme oranı12.9%
Gelecekteki özkaynak getirisi51.76%
Analist kapsamı

Good

Son güncelleme20 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Yeni Anlatı • 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
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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

ENXTAM:ASML - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (EUR Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ASML 'nin tahmini kazanç büyümesi (yıllık 16.6% ) tasarruf oranının ( 2.1% ) üzerindedir.

Kazançlar ve Piyasa: ASML şirketinin kazançlarının (yıllık 16.6% ) Dutch pazarından (yıllık 13.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ASML şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: ASML şirketinin gelirinin (yıllık 12.9% ) Dutch pazarından (yıllık 9.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ASML şirketinin gelirinin (yıllık 12.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ASML 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 51.8 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 08:29
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/29
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ASML Holding N.V. 59 Bu analistlerden 38, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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