ASML Holding NV Message Board

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Technology Stocks : ASML Holding NV

ASML 1,454

+2.9%

3:59 PM EST

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From: BeenRetired	1/27/2026 8:41:05 AM
	of 43208

"Bernstein reiterates $1,642 price target on ASML" TLDR Bernstein reiterates $1,642 price target on ASML ahead of Wednesday’s Q4 earnings, expecting revenue of EUR 9.7 billion versus consensus of EUR 9.5 billion China imports reached record EUR 3.27 billion in Q4, with Chinese customers placing orders for deep ultraviolet technology equipment Q4 bookings expected to exceed EUR 8 billion as logic manufacturers and DRAM producers raised 2026 spending expectations Major chipmakers planning spending increases: TSMC up 37% to $56 billion, Samsung up 24% to $40 billion in 2026 ASML shares doubled since April and up 25% this month as the only maker of EUV tools needed for advanced AI chips PS My WAG? That TSMC 2nm demand exceeds 3 & 5 combined underscores confidence in performance. That's Cymer/ASML long history. 25% tariff slapped on Korea didn't include chips. All tailwinds all the time. Perfect storm? Yup! Sticking with it.

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