Seeking Alpha
17 Oct 2026, 13:20 UTC · 1h ago
ASML: Generational Buying Opportunity As AI Capex Party Continues - Upgrade Buy
Impact · against what's priced in
The article provides no actionable catalyst for ASML as its claims regarding capacity expansion and price hikes are already reflected in the current valuation. The growth prospects described align with the management guidance the market has already accepted.
- ASML+0.00
Already priced in
- The price assumes
management's newly raised €43–45B revenue target for 2026
The article's mention of accelerating growth and double-digit capacity expansion through 2028 confirms the revenue trajectory the market already assumes in its 18.8% CAGR projection.
What ASML's price assumes · Aug 26
