Seeking Alpha
07 Oct 2026, 06:24 UTC · 1h ago
ASML: Buy Before Earnings As The Growth Runway Extends
Impact · against what's priced in
The article is not a catalyst as it reinforces guidance and targets that are already fully baked into the stock price. The current valuation explicitly requires the €43–€45 billion revenue target and 54%-56% margins, meaning the 'Buy' rating and price target hike are merely echoes of expectations the market has already accepted.
- ASML+0.00
Already priced in
- The price assumes
delivers management's newly raised €43–45B revenue target for 2026
The article's focus on validating the €43–€45 billion sales guidance and 54%-56% margin expansion merely confirms the baseline assumptions the price already requires.
What ASML's price assumes · Aug 26
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