SemiAnalysis said in a post on X that Wall Street may still be underestimating ASML’s revenue potential and that the company could raise its long-term guidance again. The research firm pointed to ASML’s second-quarter earnings update, where it lifted its fiscal 2026 outlook for the second time in three months. In SemiAnalysis’ view, that move signals that the latest upcycle in the semiconductor equipment sector is gaining strength.
The firm also listed several factors behind its call: order visibility extending to 2028, management preparing capacity expansion ahead of demand, possible price increases for comparable products, a renewed acceleration in shipments of DUV immersion lithography systems, and continued growth in the upgrade and service business. Based on those factors, SemiAnalysis said consensus revenue expectations for ASML still have room to move higher, and it expects the company to keep lifting its longer-term guidance.
SemiAnalysis said in a post on X that Wall Street’s revenue expectations for ASML still have upside and that the company may raise its long-term guidance.
The firm said ASML lifted its fiscal 2026 outlook for the second time in three months in its second-quarter earnings report. SemiAnalysis said that points to a strengthening new upcycle for the semiconductor equipment industry.
It highlighted several positive signals: order visibility extending to 2028, management moving early on capacity expansion, potential price increases for similar products, a renewed acceleration in DUV immersion lithography shipments, and continued growth in the upgrade services business.
Based on those factors, SemiAnalysis said the market may still be underestimating ASML’s revenue outlook and expects the company to raise its long-term guidance further.
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