Quick Read – ASML’s monopoly on EUV lithography and a July 15 Q2 earnings catalyst could push shares 11% higher to $2,023 from $1,831. – Unlike AMAT and LRCX, ASML sells the only EUV lithography systems on earth, where CEO Fouquet says supply cannot meet demand through 2026. – A…
R 12 billion buyback through 2028 and a 17% dividend hike reinforce confidence in ASML’s $13 billion annual free cash flow. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and ASML didn’t make the cut. Grab the names FREE today
Own ASML Holding (NASDAQ:ASML) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is still underpricing. The thesis rests on the fact that ASML is the only company on earth that sells EUV lithography, at a moment when its own CFO says “2026 is panning out very nicely” and management just widened FY guidance upward. The Setup Into July 15 ASML traded around $1,804.25 last Friday, sitting 8% below its 52-week high of $1,999.96, with the 24/7 Wall St. base case pointing to $2,022.82 and a 0.9 (High) confidence score.
The shares are already up 124.48% over the past year and 65.91% year to date, and the tape shifted violently in the buyer’s favor Thursday, with the stock rallying 3.5% intraday ahead of the earnings report. Three Reasons the Decision Is Easy 1. The Q2 catalyst is loaded: Management already raised FY2026 revenue guidance to EUR 36 billion to EUR 40 billion on the Q1 call, with CFO Roger Dassen calling it “a very strong year”.