AS ASML ASML Holding N.V. Loading... : Bullish and Bearish Analyst Opinions

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.

Co-mentioned as key enabler of High-NA EUV lithography (~$400M/unit machines), cited as critical infrastructure for sub-2nm node progression.

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.

Author shares a weekend reading list including ASML and TSM earnings transcripts as research material, not a trade position.

Memory capex cycle drives ASML's strong outlook.

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.

Buy ASML on bullish guidance and detailed valuation model projecting €2,510 price target by 2030, implying 10.5% CAGR from current levels.

ASML is giving all of its employees globally a one-time bonus of $22,862 according to the report.

ASML is giving its employees worldwide a one-time bonus of 22,862 dollars per Bloomberg report.

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.

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.

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.

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.

Author names ASML and TSM as AI infrastructure names that have reported earnings, no directional view.

Author sold ASML shares for SK Hynix months ago and would pick ASML over TSM but no current position.

ASML raised guidance and reported strong fundamentals, but sold off; speaker notes this is a positioning issue, not a business problem.

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.

The author notes that ASML and TSM are not rallying despite strong earnings, suggesting market skepticism about the semiconductor and AI buildout.

BofA Global Research raises ASML price objective to 2845 dollars from 2345 dollars.

TSMC is working with ASML on high-NA EUV adoption, but the author notes it depends on maturity and cost, offering no directional position.

ASML demand strong; buy for growth.

ASML is a secular EUV monopoly with long visibility.

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.

ASML demand and pricing power surging.

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.

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.

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.

Author warns Fab5 semiconductor equipment stocks have parabolic moves, extreme earnings expectations, and bubblicious multiples, but no explicit short position is stated.

ASML shares closed down 0.4 percent at the low of the day after initially opening eight percent higher.

TSMC has begun to push back on ASML's pricing plan for chipmaking equipment, according to The Information.