Svmuu News: SemiAnalysis posted on X, stating that it believes Wall Street’s revenue expectations for ASML have room to rise and that ASML is expected to raise its long-term guidance.
SemiAnalysis noted that ASML raised its fiscal year 2026 guidance for the second time in three months during its second-quarter earnings report, viewing this as a signal that the new upswing cycle in the semiconductor equipment industry is gaining further momentum. 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 for current market revenue expectations for ASML and anticipates that the company will further raise its long-term earnings guidance in the future.