ASML ASML Holding N.V. Loading... : Bullish and Bearish Analyst Opinions
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06:00
Jul 19
Jul 19
Monopolistic equipment leaders keep rising steadily.
The top five global semiconductor equipment companies—ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA—are all near-monopolies in their respective process steps. Their equipment has extremely long lead times (over a year) and they capture most of the capex in any fab construction. Because their order books are full and entry barriers are astronomical, simply holding them will result in a steady uptrend. The speaker prefers these global leaders over Korean domestic equipment names for simplicity and peace of mind.
HIGH
19:14
Jul 18
Jul 18
Earnings season has started as expected with good calls from ASML and TSM, but the author is reporting a factual observation rather than expressing a personal position.
LOW
10:01
Jul 18
Jul 18
Co-mentioned as key enabler of High-NA EUV lithography (~$400M/unit machines), cited as critical infrastructure for sub-2nm node progression.
MED
09:53
Jul 18
Jul 18
Author describes High-NA EUV machines (~$400M/unit) as enabling finer patterning and fewer exposures, positioning ASML as a key enabler of sub-2nm node progression.
MED
00:12
Jul 18
Jul 18
Author shares a weekend reading list including ASML and TSM earnings transcripts as research material, not a trade position.
LOW
23:00
Jul 17
Jul 17
Memory capex cycle drives ASML's strong outlook.
ASML delivered strong earnings and guidance, driven by memory capex expansion from Samsung and SK Hynix. The company plans to increase EUV and DUV production capacity by 30% each for next year and the year after, raised full-year revenue guidance by 16%, and improved gross margins, partly due to higher-margin service revenue from its installed base. The CEO emphasized that customers are investing and that the long lead-time (12-18 months) for equipment ensures sustained demand visibility. ASML is a direct beneficiary of the memory cycle upswing and remains well-positioned for multi-year growth.
HIGH
20:19
Jul 17
Jul 17
Buy ASML on Q2 earnings-driven guidance upgrade; updated model projects €82B 2030 revenue, 60% gross margins, €78.45 EPS, implying €2,510/share at 32x — a 10.5% CAGR — driven by EUV (168 units) and DUV (397 units) volume ramp.
HIGH
20:19
Jul 17
Jul 17
Buy ASML on bullish guidance and detailed valuation model projecting €2,510 price target by 2030, implying 10.5% CAGR from current levels.
HIGH
18:57
Jul 17
Jul 17
ASML is giving all of its employees globally a one-time bonus of $22,862 according to the report.
18:37
Jul 17
Jul 17
ASML is giving its employees worldwide a one-time bonus of 22,862 dollars per Bloomberg report.
18:20
Jul 17
Jul 17
ASML is giving employees a one-time 20,000 euro bonus as AI demand drives record sales, joining other chip industry firms in offering payouts.
14:41
Jul 17
Jul 17
Buy ASML as TSMC's $60-64B capex program converts from shells to tool deliveries in 2H26; top-5 semicap revenue is realigning with TSMC capex after the 2023-24 China-driven decoupling, implying an acceleration in logic tool orders.
MED
06:56
Jul 17
Jul 17
Buy ASML as CFO explicitly signaled pricing flexibility for the first time, a historically rare event; a 5-10% price increase on EUV/DUV machines would materially improve the 2030 revenue roadmap given customers' record 80%+ margins absorbing the cost.
HIGH
18:44
Jul 16
Jul 16
Seeking Alpha reports ASML raised its full-year sales outlook on AI-driven demand but maintains a neutral Quant rating due to near-term cost pressures, offering no explicit author position.
17:55
Jul 16
Jul 16
Author names ASML and TSM as AI infrastructure names that have reported earnings, no directional view.
LOW
16:54
Jul 16
Jul 16
Author sold ASML shares for SK Hynix months ago and would pick ASML over TSM but no current position.
LOW
14:16
Jul 16
Jul 16
ASML raised guidance and reported strong fundamentals, but sold off; speaker notes this is a positioning issue, not a business problem.
MED
12:35
Jul 16
Jul 16
Author provides a detailed research read-through of TSMC's Q2 2026 earnings call, identifying positive and negative implications for semiconductor equipment and infrastructure names without stating any personal position.
09:32
Jul 16
Jul 16
The author notes that ASML and TSM are not rallying despite strong earnings, suggesting market skepticism about the semiconductor and AI buildout.
LOW
09:12
Jul 16
Jul 16
BofA Global Research raises ASML price objective to 2845 dollars from 2345 dollars.
07:02
Jul 16
Jul 16
TSMC is working with ASML on high-NA EUV adoption, but the author notes it depends on maturity and cost, offering no directional position.
LOW
03:17
Jul 16
Jul 16
ASML demand strong; buy for growth.
ASML's Q2 results and guidance beat expectations on both revenue and margins. Demand for EUV equipment is surging as memory makers (Samsung, SK Hynix, Micron) accelerate capacity expansion. The company has order visibility through 2028 and is raising equipment prices, indicating the stock should continue to appreciate.
HIGH
00:36
Jul 16
Jul 16
ASML is a secular EUV monopoly with long visibility.
ASML reported strong Q2 earnings with revenue +24.5% YoY and operating profit +33%, beating consensus. The CEO highlighted extreme long-term visibility driven by AI, with 2027 orders almost fully secured and 2028 orders substantially booked, prompting a potential 30% capacity expansion. Memory-related revenue is expected to grow 75% this year due to DDR and HBM supply shortages. ASML acts like a quality compounder with secular EUV demand; the stock is a buy on dips, especially if P/E corrects to the low 30s.
HIGH
00:10
Jul 16
Jul 16
Watch ASML as it pursues EUV and DUV price increases amid surging AI/memory demand; raised 2026 revenue outlook to €43–45B and expanding production capacity 30%, though TSMC pushback is a near-term friction.
MED
22:19
Jul 15
Jul 15
ASML demand and pricing power surging.
ASML's blowout guidance (revenue raised to €4.3-4.5B vs €3.93B expected), EUV orders booked through 2027, gross margins above 54%, and an ability to raise equipment prices all signal overwhelming semiconductor equipment demand. He explicitly says he views this positively.
HIGH
22:01
Jul 15
Jul 15
The tweet summarizes ASML's raised guidance, Nvidia's potential infrastructure partnership, New York's data center moratorium, and Samsung's TPU design outsourcing as factual industry developments without expressing any personal positions.
LOW
18:03
Jul 15
Jul 15
ASML beat Q2 estimates on revenue, net income, and gross margin, and raised its full-year 2026 revenue guidance midpoint from €38B to €44B. The guidance boost and capacity expansion (30% growth in EUV capacity in 2027–2028, nearly all already booked) indicate strong forward demand from major customers like TSMC, Samsung, and Intel. ASML’s monopoly on EUV lithography and accelerating adoption of High-NA EUV create a durable growth catalyst; the raised outlook supports a bullish position. Export restrictions limiting China sales (20% of 2026 sales), cyclical downturn in semiconductor capex, or geopolitical disruptions affecting customer spending.
MED
16:58
Jul 15
Jul 15
ASML raised guidance; nearly covered on Low-NA EUV orders for 2027, significant 2028 orders, and capacity expansion planned. Fundamental catalyst noted, no explicit directional commitment.
MED
16:56
Jul 15
Jul 15
Author warns Fab5 semiconductor equipment stocks have parabolic moves, extreme earnings expectations, and bubblicious multiples, but no explicit short position is stated.
16:08
Jul 15
Jul 15
ASML shares closed down 0.4 percent at the low of the day after initially opening eight percent higher.
About ASML Analyst Coverage
Buzzberg tracks ASML (ASML Holding N.V.) across 70 sources. 122 bullish vs 2 bearish calls from 112 analysts. Sentiment: predominantly bullish (31%). 383 total trade ideas tracked. Past 7 days: 23 bullish, 58 watch. Latest voices: Park Jun-young, aktiehedonist, frenchie_.