Reuters
14 Oct 2026, 08:28 UTC · 2h ago
ASML CFO says US Match Act limiting DUV sales to China would be counterproductive
Impact · against what's priced in
ASML faces potential downside as the threat of new US restrictions on DUV sales to China threatens the revenue growth rates the market currently assumes. This adds geopolitical risk to the 2026-2027 revenue targets that the current price already requires to be met.
- ASML−0.30
Challenges what's priced in
- The price assumes
An 18.8% annual revenue growth rate over the next decade, which delivers management's newly raised €43–45B revenue target for 2026.
The CFO's warning that DUV restrictions under the US Match Act would be counterproductive creates a direct risk to the revenue growth and 2026 targets the market already assumes.
What ASML's price assumes · Aug 26
