Seeking Alpha
16 Jul 2026, 07:05 UTC · 2h ago
ASML: Q2 Pulled The Earnings Story Forward
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
16 Jul 2026, 07:05 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
ASML's 2026 revenue guidance midpoint has been increased from €38 billion to €44 billion. — A significant upward revision in long-term revenue guidance suggests strong demand for semiconductor equipment and drives valuation higher.
+0.80The 2026 gross margin midpoint guidance was raised from 52% to 55%. — Higher margins indicate improved operational efficiency and pricing power, directly boosting bottom-line profitability.
+0.60The price target for ASML Holdings has been raised from $2173 to $2510. — An increased price target from an analyst provides a bullish signal to investors and suggests further upside potential.
+0.40Continue reading
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Projected EPS is estimated at approximately €38 for 2026 and €42.40 for 2027. — Concrete earnings growth projections provide a fundamental basis for a higher stock valuation.
Which stocks this story touches
The analyst maintains a Buy rating, raised the price target, and increased revenue and margin guidance for 2026.
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