24/7 Wall Street
14 Sept 2026, 11:50 UTC · 51m ago
Verdict
Headline leans bearish. We score ASML +0.80 across five claims.
Score contradicts the headline.
ASML score
+0.80
More positive than 88% of ticker scores this week
Price reaction
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · scored −1 bearish … +1 bullish
ASML's memory-related net system sales are projected to grow by over 75% in 2026.
More positive than 91% of claims this week
ASML is planning to increase 2026 low-NA EUV capacity by 30% for 2027 and investigating an additional 30% for 2028.
So whatCapacity expansion of high-value monopoly tools suggests long-term confidence in the AI capex supercycle.
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5 related stories
Analysis by Kasper Rasmussen · Founder & analyst
Top 3 movers · tap to explore
More positive than 85% of claims this week
U.S. and Dutch export controls are limiting China's contribution to ASML's 2026 revenue to approximately 20%.
More negative than 80% of claims this week
The 2027 EPS consensus for ASML has risen from $41.49 to $51.72 over the last 90 days with 28 upward revisions.
More positive than 66% of claims this week
ASML, Applied Materials, KLA, and Lam Research have all experienced a month-long sell-off despite positive fundamentals.
More negative than 66% of claims this week
Which stocks this story touches
More positive than 88% of ticker scores this week
Strong analyst price targets, positive EPS revisions, and a structural monopoly in EUV machines despite recent price drops.
More negative than 75% of ticker scores this week
Described as the worst peer performer with a 13% drop over the past month.
More negative than 72% of ticker scores this week
The stock has fallen over 16% in the past month, though analysts maintain positive targets.
More negative than 68% of ticker scores this week
The stock slipped 8.55% over the last month as part of a broader sector rotation.
More positive than 48% of ticker scores this week
Mentioned as a key company benefiting from the AI cycle and depending on ASML's technology.
More positive than 48% of ticker scores this week
Mentioned as a key company depending on ASML to build AI accelerators and processors.
More positive than 95% of relationship scores this week
[a_to_b] TSMC depends on ASML's EUV machines to build advanced chips.
More positive than 95% of relationship scores this week
[a_to_b] Intel depends on ASML's EUV machines to build advanced chips.
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Invezz
1h ago
More positive than 33% of relationship scores this week
[mutual] Both are listed as peers in the chip equipment group.
More positive than 33% of relationship scores this week
[mutual] Both are listed as peers in the chip equipment group.
More positive than 33% of relationship scores this week
[mutual] Both are identified as peers within the semiconductor equipment complex.
More positive than 33% of relationship scores this week
[mutual] Both are identified as peers within the semiconductor equipment complex.
More positive than 33% of relationship scores this week
[mutual] Both are identified as peers within the semiconductor equipment complex.
More positive than 33% of relationship scores this week
[mutual] Both are listed as peers in the chip equipment group.
Price reaction
Expected +0.80Actual —
ASML hasn't traded since this ran. Last close $1698.30 (Sep 11); the reaction starts at the next open.
ASML chart →
