FY2026 Earnings Forecast for ASML Issued By Erste Group Bank

Key Points

• Erste Group Bank raised its FY2026 EPS forecast for ASML to $45.71 from $45.23, above the $44.99 consensus estimate. The bank projects FY2027 EPS of $62.89.
• Analyst sentiment remains favorable, with ASML holding a “Moderate Buy” consensus rating and an average price target of $1,970.33; four analysts rate it a Strong Buy and 21 rate it a Buy.
• ASML reported quarterly EPS of $8.65 on $10.62 billion in revenue, while its shares opened at $1,696.16 and the company paid a quarterly dividend of $2.1507 per share.

ASML Holding N.V. (NASDAQ:ASML - Free Report) - Erste Group Bank boosted their FY2026 earnings per share (EPS) estimates for ASML in a report issued on Thursday, August 27th. Erste Group Bank analyst H. Engel now forecasts that the semiconductor company will post earnings of $45.71 per share for the year, up from their prior estimate of $45.23. The consensus estimate for ASML's current full-year earnings is $44.99 per share. Erste Group Bank also issued estimates for ASML's FY2027 earnings at $62.89 EPS.

Other equities research analysts have also recently issued reports about the company. Weiss Ratings raised ASML from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, July 17th. Jefferies Financial Group reaffirmed a "neutral" rating on shares of ASML in a research report on Monday, June 1st. The Goldman Sachs Group reiterated a "buy" rating on shares of ASML in a research note on Thursday, June 11th. Wells Fargo & Company increased their price target on shares of ASML from $2,200.00 to $2,500.00 and gave the company an "overweight" rating in a report on Thursday, July 16th. Finally, Citigroup restated a "buy" rating on shares of ASML in a research report on Friday, July 17th. Four investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $1,970.33.

ASML Stock Performance

Shares of NASDAQ ASML opened at $1,696.16 on Monday. The company has a quick ratio of 0.80, a current ratio of 1.33 and a debt-to-equity ratio of 0.09. The business's 50 day moving average is $1,764.95 and its two-hundred day moving average is $1,592.80. The company has a market cap of $667.07 billion, a P/E ratio of 52.77, a P/E/G ratio of 0.84 and a beta of 1.79. ASML has a 12 month low of $716.20 and a 12 month high of $1,999.96.

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

ASML Cuts Dividend

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

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Arrowstreet Capital Limited Partnership lifted its position in shares of ASML by 195.8% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,544,705 shares of the semiconductor company's stock worth $1,652,618,000 after buying an additional 1,022,532 shares during the period. Van ECK Associates Corp grew its position in ASML by 31.7% in the second quarter. Van ECK Associates Corp now owns 2,459,420 shares of the semiconductor company's stock valued at $4,892,869,000 after acquiring an additional 592,125 shares during the period. Sei Investments Co. grew its position in ASML by 223.7% in the first quarter. Sei Investments Co. now owns 287,225 shares of the semiconductor company's stock valued at $379,368,000 after acquiring an additional 198,505 shares during the period. Price T Rowe Associates Inc. MD raised its stake in ASML by 14.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,526,411 shares of the semiconductor company's stock worth $1,633,046,000 after acquiring an additional 193,068 shares in the last quarter. Finally, Invesco Ltd. raised its stake in ASML by 21.3% during the third quarter. Invesco Ltd. now owns 849,602 shares of the semiconductor company's stock worth $822,492,000 after acquiring an additional 148,948 shares in the last quarter. 26.07% of the stock is currently owned by institutional investors and hedge funds.

About ASML

ASML Holding N.V. NASDAQ: ASML is a Dutch company that develops, manufactures and services advanced photolithography systems used to produce semiconductor chips. Headquartered in Veldhoven, Netherlands, ASML supplies capital equipment and associated software and services that enable semiconductor manufacturers to pattern the intricate circuits on silicon wafers. The company is widely recognized for its leadership in extreme ultraviolet (EUV) lithography as well as its deep ultraviolet (DUV) platforms used across multiple process nodes.

ASML's product portfolio includes EUV and DUV lithography machines, light sources, imaging optics and control software, together with spare parts, upgrades and field services.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source