Svmuu News: SemiAnalysis posted on X, stating that ASML raised its fiscal 2026 earnings guidance for the second time in three months during its second-quarter earnings report, noting that this signals a further strengthening of the new upward cycle in the semiconductor equipment industry.
SemiAnalysis pointed out that positive signals include order visibility extending into 2028, management proactively planning for capacity expansion, preparations for price increases on comparable products, a renewed acceleration in shipments of DUV immersion lithography systems, and continued growth in the upgrade services business. Based on these factors, the firm believes there is still upside potential in current market expectations for ASML’s revenue and anticipates that the company will further raise its long-term earnings guidance in the future.