FY2026 Earnings Forecast for ASML Issued By Erste Group Bank

Posted by Brenda Bartman on Sep 15th, 2026

ASML Holding N.V. (NASDAQ:ASML – Free Report) – Equities researchers at Erste Group Bank lowered their FY2026 earnings per share (EPS) estimates for shares of ASML in a research report issued on Tuesday, September 8th. Erste Group Bank analyst H. Engel now anticipates that the semiconductor company will earn $45.59 per share for the year, down from their prior forecast of $45.71. The consensus estimate for ASML’s current full-year earnings is $44.97 per share. Erste Group Bank also issued estimates for ASML’s FY2027 earnings at $62.74 EPS.

ASML (NASDAQ:ASML – Get Free Report) last announced its earnings results on Sunday, June 28th. The semiconductor company reported $8.65 EPS for the quarter. The business had revenue of $10.62 billion during the quarter. ASML had a net margin of 30.11% and a return on equity of 52.71%.

ASML has been the subject of a number of other research reports. Cantor Fitzgerald reissued an “overweight” rating on shares of ASML in a research report on Monday. Wells Fargo & Company increased their price objective on ASML from $2,200.00 to $2,500.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Wall Street Zen cut ASML from a “buy” rating to a “hold” rating in a research report on Saturday, August 15th. Barclays restated an “overweight” rating on shares of ASML in a research note on Thursday, July 16th. Finally, DZ Bank raised ASML from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $1,970.33.

Get Our Latest Stock Analysis on ASML

ASML Stock Down 7.3%

Shares of ASML stock opened at $1,575.15 on Monday. The company has a quick ratio of 0.80, a current ratio of 1.33 and a debt-to-equity ratio of 0.09. The company has a market cap of $619.48 billion, a P/E ratio of 49.01, a PEG ratio of 0.84 and a beta of 1.79. The firm’s 50 day moving average price is $1,732.82 and its 200-day moving average price is $1,611.84. ASML has a 52-week low of $833.92 and a 52-week high of $1,999.96.

Institutional Investors Weigh In On ASML

A number of large investors have recently made changes to their positions in the stock. Sequoia Financial Advisors LLC grew its stake in ASML by 1.2% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 5,611 shares of the semiconductor company’s stock valued at $11,163,000 after purchasing an additional 65 shares during the last quarter. MCF Advisors LLC raised its stake in shares of ASML by 10.1% in the second quarter. MCF Advisors LLC now owns 175 shares of the semiconductor company’s stock worth $348,000 after purchasing an additional 16 shares during the last quarter. Scholtz & Company LLC raised its stake in shares of ASML by 9.6% in the second quarter. Scholtz & Company LLC now owns 4,116 shares of the semiconductor company’s stock worth $8,189,000 after purchasing an additional 362 shares during the last quarter. Whetstone Capital Advisors LLC acquired a new stake in shares of ASML during the second quarter worth about $808,000. Finally, Gemmer Asset Management LLC acquired a new stake in shares of ASML during the second quarter worth about $215,000. 26.07% of the stock is owned by hedge funds and other institutional investors.

ASML Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Stockholders of record on Tuesday, July 28th were paid a dividend of $2.1507 per share. This represents a $8.60 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Tuesday, July 28th. ASML’s payout ratio is presently 22.59%.

More ASML News

Here are the key news stories impacting ASML this week:

Positive Sentiment: Customer adoption of ASML’s next-generation High-NA extreme-ultraviolet (EUV) technology is reinforcing the company’s dominant position in advanced chip manufacturing. High-NA systems are expected to support smaller, more powerful chips and extend ASML’s technology leadership. ASML extends chipmaking dominance as customers embrace High NA
Positive Sentiment: JPMorgan said AI demand remains very strong and reported that ASML is examining ways to produce more than 110 EUV machines in 2028. Greater production would give the company an opportunity to capture sustained demand from leading-edge chipmakers. ASML Eyes 110+ EUV Machines as JPM Stresses Strong AI Demand
Positive Sentiment: One Wall Street ratings analysis characterized the recent month-long selling period as a potential buying opportunity and projected substantial upside, reflecting confidence in ASML’s monopoly position and long-term semiconductor demand. ASML Fell For a Month Straight
Neutral Sentiment: High-NA adoption strengthens ASML’s product roadmap, but each machine may cost approximately $400 million. Customers therefore must demonstrate that the productivity gains justify significantly higher equipment spending, creating a possible constraint on adoption pace. ASML Drops as Customers Prepare for $400 Million Machines
Negative Sentiment: Anthropic CEO Dario Amodei and other AI leaders called for slowing frontier-model development. Investors interpreted the comments as a potential threat to the pace of AI infrastructure spending, weighing on ASML and other chip-equipment stocks. Why ASML Stock Is Falling Today

ASML Company Profile

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ASML Holding N.V. is a Netherlands-based technology company that develops and manufactures lithography systems used by semiconductor manufacturers to produce integrated circuits. Its equipment uses light to project intricate circuit patterns onto silicon wafers, an essential step in the production of chips for computers, smartphones, automobiles, data centers and other electronic devices.

The company’s product portfolio includes extreme ultraviolet (EUV) lithography systems, deep ultraviolet (DUV) lithography systems and advanced metrology and inspection technologies.