Target
— → $2,116.71
Current stock research snapshot · 8/28/26 Fresh
ASMLASML Holding N.V.
Investment conviction○○○○○0 of 5 · current snapshot
Research target$2,116.71Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26
Market cap$666.42BSnapshot value · 8/28/26
Research history
See all ASML changes ↗What changed
Last reviewed
Not reviewed → 8/28/26
Coverage
— → Added to coverage
EUV lithography monopoly - the capital-equipment bottleneck of advanced-node compute; parked pending panel.
Q3 2026 earnings on calendar 2026-10-14 (MarketScreener). Last print Q2 2026 (2026-07-15 IR): net sales €9.3B, FY26 guide raised to €43-45B; Intel Foundry first High-NA EUV HVM on select Panther Lake/18A layers. Low-NA EUV ~65 systems 2026. Parked pending panel.
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
needs primary source validation — no X/Reddit signal yet
Snapshot · 8/28/26🟡 Mixed · 13F 15+/9-×0.5 · short↓0.2
Snapshot · 8/28/26