ASML Revenue Forecasts Have Upside, SemiAnalysis Says

SemiAnalysis said on X that it sees upside in Wall Street's revenue expectations for ASML and expects the company to raise its long-term guidance. According to Odaily, the firm said ASML raised its fiscal 2026 guidance for the second time in three months in its second-quarter earnings report, which it views as a sign that a new upcycle in the semiconductor equipment industry is strengthening. The firm cited several positive signals, including order visibility extending to 2028, management's early capacity expansion plans, possible price increases for similar products, a reacceleration in DUV immersion lithography machine shipments, and continued growth in upgraded service business. Based on those factors, SemiAnalysis said the market's current revenue expectations for ASML still have room to rise and that the company is likely to raise its long-term guidance further.