In a report released today, Mehdi Hosseini from Susquehanna reiterated a Buy rating on ASML Holding NV, with a price target of €1,000.00.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Mehdi Hosseini’s rating is based on several positive indicators from ASML Holding NV’s recent performance and future outlook. The company’s third-quarter results for 2025 showed mixed outcomes, with revenue slightly below expectations but earnings per share surpassing forecasts due to improved margins. The gross and operating margins exceeded consensus estimates, and the Installed Base Management revenue was slightly ahead of guidance, driven by strong Logic system sales and significant contributions from EUV technology.
Furthermore, ASML’s future prospects appear promising, with an optimistic revenue guidance for the upcoming quarters and years. The company anticipates increased spending from its customers in the latter half of 2026 and into 2027, supported by a growing backlog. Additionally, ASML is poised to benefit from expanding AI-related demand, particularly in advanced Logic and DRAM sectors, with expectations of realizing gains from AI investments starting in 2026. The maturation of High NA technology and continued shipments for advanced packaging further bolster the positive outlook, despite some anticipated revenue decline from China in 2026.
In another report released today, Citi also reiterated a Buy rating on the stock with a €1,050.00 price target.