FY2026 Earnings Estimate for ASML Issued By Erste Group Bank

Key Points

• Erste Group Bank lowered its FY2026 EPS estimate for ASML to $45.10 from $45.59, though the new forecast remains above the $44.10 consensus estimate.
• Analyst sentiment remains broadly positive, with ASML holding a “Moderate Buy” consensus rating and an average price target of $1,970.33.
• ASML shares opened at $1,711.32, while institutional investors—including Van ECK, BlackRock and Fisher Asset Management—recently increased their positions; institutions collectively own 26.07% of the stock.

ASML Holding N.V. (NASDAQ:ASML - Free Report) - Erste Group Bank reduced their FY2026 earnings per share estimates for ASML in a note issued to investors on Friday, September 18th. Erste Group Bank analyst H. Engel now anticipates that the semiconductor company will post earnings per share of $45.10 for the year, down from their prior estimate of $45.59. The consensus estimate for ASML's current full-year earnings is $44.10 per share.

Several other brokerages have also recently weighed in on ASML. Citigroup reissued a "buy" rating on shares of ASML in a research report on Friday, July 17th. Jefferies Financial Group restated a "neutral" rating on shares of ASML in a research report on Monday, June 1st. Cantor Fitzgerald reiterated an "overweight" rating on shares of ASML in a report on Monday, September 14th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of ASML in a research note on Friday, July 10th. Finally, The Goldman Sachs Group restated a "buy" rating on shares of ASML in a report on Thursday, June 11th. Three analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, ASML presently has an average rating of "Moderate Buy" and a consensus target price of $1,970.33.

ASML Price Performance

Shares of ASML stock opened at $1,711.32 on Tuesday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.33 and a quick ratio of 0.80. The business's 50 day simple moving average is $1,720.24 and its two-hundred day simple moving average is $1,618.81. The stock has a market capitalization of $673.03 billion, a P/E ratio of 53.25, a price-to-earnings-growth ratio of 0.85 and a beta of 1.79. ASML has a one year low of $935.41 and a one year high of $1,999.96.

ASML (NASDAQ:ASML - Get Free Report) last released its earnings results on Sunday, June 28th. The semiconductor company reported $8.65 earnings per share for the quarter. The company had revenue of $10.62 billion during the quarter. ASML had a return on equity of 52.71% and a net margin of 30.11%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in ASML. Fisher Asset Management LLC lifted its position in ASML by 3.0% during the fourth quarter. Fisher Asset Management LLC now owns 4,484,949 shares of the semiconductor company's stock valued at $4,798,268,000 after buying an additional 132,353 shares during the period. Van ECK Associates Corp increased its stake in shares of ASML by 31.7% in the 2nd quarter. Van ECK Associates Corp now owns 2,459,420 shares of the semiconductor company's stock worth $4,892,869,000 after acquiring an additional 592,125 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in ASML by 6.3% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,641,565 shares of the semiconductor company's stock valued at $2,168,227,000 after acquiring an additional 96,860 shares during the period. Bank of America Corp DE boosted its stake in ASML by 1.2% during the first quarter. Bank of America Corp DE now owns 1,560,256 shares of the semiconductor company's stock worth $2,060,833,000 after acquiring an additional 19,051 shares in the last quarter. Finally, BlackRock Inc. boosted its stake in ASML by 4.9% during the second quarter. BlackRock Inc. now owns 1,282,190 shares of the semiconductor company's stock worth $2,550,840,000 after acquiring an additional 59,888 shares in the last quarter. Hedge funds and other institutional investors own 26.07% of the company's stock.

ASML Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Tuesday, July 28th were issued a $2.1507 dividend. The ex-dividend date was Tuesday, July 28th. This represents a $8.60 annualized dividend and a yield of 0.5%. ASML's dividend payout ratio (DPR) is 22.62%.

About ASML

ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment uses light to project intricate circuit patterns onto silicon wafers, an essential step in the production of chips for computers, smartphones, automobiles, data centers and other electronic devices.

The company's product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems and advanced metrology and inspection technologies.

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