ASMLF(ASMLF)

$1684.43—Stale · unknown old

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ASMLF(ASMLF)

OTC • Last print unknown ago

$1684.43—Stale · unknown old

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ASMLF(ASMLF)

ASMLF

9/18/26

ASML (ASMLF)

Friday

8:03 PM

ThesisThe strong order backlog and increasing demand from major customers signal robust growth potential, enhancing investor sentiment towards ASML.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$32.7B	$43.9B	$56.1B
Rev. Growth	+15.5%	+34.3%	+27.9%
EPS	$24.73	$38.54	$53.24
EPS Growth	+28.5%	+55.9%	+38.1%
P/E (fwd)	68.1×	43.7×	31.6×

★ Analysts see FY2026 revenue reaching $43.9B — +34.3% growth in a single year.

Why Revenue Could Explode

01ASML's order backlog for EUV systems has increased by 40% YoY, indicating strong future revenue visibility.
02New contracts signed with TSMC for next-generation chips could drive a 25% increase in EUV machine sales in the next fiscal year.
03Potential supply chain disruptions in Asia could lead to increased demand for ASML's equipment as manufacturers seek to localize production.
04Advancements in EUV technology could reduce production costs by 15%, enhancing margins and competitive positioning.
05AI infrastructure buildout
065G technology expansion
07Demand for EUV machines from major semiconductor manufacturers like TSMC and Samsung
08Technological advancements in semiconductor manufacturing processes

FY2025 Snapshot

Revenue: $32.7B
Rev. Growth: +15.5%
Gross Margin: 52.8%
Op. Margin: 34.6%
Net Margin: 29.4%
Net Income: $9.6B
NI Growth: +26.9%
EPS: $24.73
1Y Return: +95.9%

ASMLF Chart

My Notes

"Our order book reflects the industry's confidence in our technology and the future of semiconductor manufacturing."
Moat: ASML's technological leadership in EUV lithography creates a significant barrier to entry for competitors.
growth - ASML's strong revenue growth and market leadership in a high-demand sector attract growth-focused investors.
Rising interest rates can increase financing costs for customers investing in new equipment…
Watch on earnings: EUV machine sales volume, Order backlog, Gross margin percentage.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $43.9B to $56.1B as asml's order backlog for euv systems has increased by 40% yoy, indicating strong future revenue visibility.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

68.1×

43.7×

31.6×

Why Revenue Could Explode

01ASML's order backlog for EUV systems has increased by 40% YoY, indicating strong future revenue visibility.

02New contracts signed with TSMC for next-generation chips could drive a 25% increase in EUV machine sales in the next fiscal year.

03Potential supply chain disruptions in Asia could lead to increased demand for ASML's equipment as manufacturers seek to localize production.

04Advancements in EUV technology could reduce production costs by 15%, enhancing margins and competitive positioning.

05AI infrastructure buildout

065G technology expansion

07Demand for EUV machines from major semiconductor manufacturers like TSMC and Samsung

08Technological advancements in semiconductor manufacturing processes

My Notes

"Our order book reflects the industry's confidence in our technology and the future of semiconductor manufacturing."

Moat: ASML's technological leadership in EUV lithography creates a significant barrier to entry for competitors.

growth - ASML's strong revenue growth and market leadership in a high-demand sector attract growth-focused investors.

Rising interest rates can increase financing costs for customers investing in new equipment…

Watch on earnings: EUV machine sales volume, Order backlog, Gross margin percentage.