Odaily Planet Daily reports that SemiAnalysis posted on X that it believes there is upside potential in Wall Street’s revenue expectations for ASML and expects ASML to raise its long-term guidance.
SemiAnalysis noted that ASML raised its fiscal year 2026 guidance for the second time in three months in its second-quarter earnings report, signaling a further strengthening of a new upcycle in the semiconductor equipment industry. Positive indicators include extended order visibility through 2028, management’s early planning for capacity expansion, preparations for price increases on similar products, a renewed acceleration in DUV immersion lithography machine shipments, and sustained growth in upgrade and service offerings. Based on these factors, the firm believes current market expectations for ASML’s revenue still have upside potential and anticipates the company will further raise its long-term guidance in the future.