Bloomberg Markets and Finance
14 Oct 2026, 10:47 UTC · 2h ago
Aramco Headquarters Attacked, ASML Struggles to Keep Up with Demand
Impact · against what's priced in
ASML's search for increased production capacity provides a concrete catalyst for the unit-volume upside the market currently discounts. The attack on Aramco's headquarters introduces a geopolitical risk premium not previously modeled for the stock.
- ASML+0.40
Challenges what's priced in
- The price assumes
Low-NA EUV shipments breaching the guided 85-tool ceiling in 2027
The market is currently not paying for EUV shipments that breach the 85-tool ceiling in 2027; the company's active search for ways to produce more machines due to AI spending suggests this capacity expansion is becoming a reality.
What ASML's price assumes · Aug 26
