ASML Raises 2026 Revenue Guidance, Projects Order Visibility to 2028
ASML raised its full-year 2026 revenue guidance for the second time in three months during second-quarter earnings results.
Analysts link the revision to order visibility extending through 2028, accelerating deep ultraviolet immersion tool shipments, and pre-emptive capacity expansion. The notes also cite scheduled price increases and sustained growth in the upgrade business as catalysts for a broader semiconductor equipment market upcycle, with expectations set for a subsequent long-term forecast revision.
From the sources (3 posts)
@semianalysis_ASML raised FY26 guidance for the second time in three months at 2Q earnings. (1/3) 🧵
@semianalysis_We believe the following signals a stronger upcycle ahead: order visibility extending into 2028, management turning pre-emptive on capacity expansion, like-for-like price increases on the table, DUV immersion shipments reaccelerating, and s
@semianalysis_We see upside to the Street's revenue forecasts and expect ASML to raise long-term guidance. Subscribe to our WFE model to learn more! (3/3)