Reuters
14 Oct 2026, 05:07 UTC · 2h ago
ASML forecasts Q4 sales above expectations on AI chip demand
Impact · against what's priced in
ASML's Q4 sales beat is marginally positive but largely expected. While it supports the company's existing 2026 revenue targets, it does not yet provide evidence that the company will breach the 2027 shipment ceilings that the market currently refuses to price in.
- ASML+0.10
Already priced in
- The price assumes
management's newly raised €43–45B revenue target for 2026
Forecasting Q4 sales above expectations supports the 18.8% revenue CAGR and the 2026 target the market already assumes. This is a confirmation of existing guidance rather than a catalyst for the higher unit volumes the market currently declines to pay for.
What ASML's price assumes · Aug 26
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