--- title: "Weekly Recap | ASML -0.97%, next-gen EUV tools advance with key customers" type: "News" locale: "en" url: "https://longbridge.com/en/news/298791491.md" description: "ASML (ASML) fell 0.97% this week to close at $1,698.30, slightly underperforming the S&P 500, which lost 0.8%. The week opened higher but faded, with a 6.11% amplitude. On Tuesday 9 Sep, the stock touched a week high of $1,790 before pulling back. Wednesday and Thursday printed consecutive lower closes, bottoming at $1,681.58 on Thursday 10 Sep. Friday brought a small bounce to $1,698.30, still below the prior Friday close of $1,714.88. Average daily volume this week came in around 1." datetime: "2026-09-12T05:57:44.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/298791491.md) - [en](https://longbridge.com/en/news/298791491.md) - [zh-HK](https://longbridge.com/zh-HK/news/298791491.md) generator: "portal-rs" --- # Weekly Recap | ASML -0.97%, next-gen EUV tools advance with key customers ## The Week ASML (ASML) fell 0.97% this week to close at $1,698.30, slightly underperforming the S&P 500, which lost 0.8%. The week opened higher but faded, with a 6.11% amplitude. On Tuesday 9 Sep, the stock touched a week high of $1,790 before pulling back. Wednesday and Thursday printed consecutive lower closes, bottoming at $1,681.58 on Thursday 10 Sep. Friday brought a small bounce to $1,698.30, still below the prior Friday close of $1,714.88. Average daily volume this week came in around 1.09m shares, roughly 23.88% below the median over the period. ## Key Events ASML’s week centred on its next-generation High NA EUV tools. On Tuesday, ASML and TSMC and Samsung announced a push to standardise large-format photomasks. ASML also won about $400m in new EUV tool orders from TSMC and Samsung, with claims of a 40% throughput boost. Intel Foundry and ASML presented High NA EUV production progress at the SPIE Photomask conference, with Intel saying it had hit a one-million-wafer milestone on ASML’s next-gen technology. Samsung separately said it aims for industry-first High NA EUV DRAM production by 2028. Outside its direct supply chain, ASML joined a roughly €3bn funding round for Samsung-led Mistral AI, giving the stock exposure to the AI infrastructure theme. ASML rose 3.26% on Tuesday but gave back most of that move in the following sessions. On Thursday, TSMC reported record August revenue, up 53% year on year, a supportive demand signal for ASML. On Friday, PitchBook said ASML could reach a $1trn valuation between 2028 and 2031, though that is a long-dated scenario estimate. ## Analyst Ratings Of 46 covering institutions, 32 rate ASML a buy, 7 rate it overweight, 3 hold, 1 sell, and 3 have no opinion. The consensus rating is strong buy, with a consensus target of $2,161.88, about 27.3% above the current price of $1,698.30. Target prices range from $899.27 to $2,866.64, a wide spread. ASML ranks first among 31 companies in the semiconductor materials and equipment industry. ## The Week Ahead A busy run of US macro data lands on Wednesday 16 Sep: retail sales, retail sales ex autos, import prices, and the NAHB housing market index. The New York Fed manufacturing index follows on Tuesday 15 Sep. For ASML itself, the next hard catalyst is the Q3 FY2026 earnings release on Wednesday 14 Oct before the open, with estimates of $12.266 EPS and about $13.5bn in revenue. The near-term question is whether this week’s High NA EUV and AI-infrastructure narrative carries into the second half of September, and how chip stocks react to the consumption data. ## In Short The week split between a steady fundamental story and a soft tape. ASML’s newest EUV tools advanced with TSMC, Samsung, and Intel, and the analyst base remains firmly positive, with consensus target about 27% above spot. Yet the stock faded after Tuesday’s surge and turnover thinned in the final sessions, suggesting the market is in no rush to price that longer-dated story. Valuation sits at roughly 52.9x earnings and 26.2x book, which is not cheap. The path ahead hinges on the US consumer data in mid-September and on October’s earnings as the next nearer-term check on High NA EUV demand. *This article is generated by LongbridgeAI from market data, for information only and not investment advice.* ### Related Stocks - [ASML.US](https://longbridge.com/en/quote/ASML.US.md) - [ASMG.US](https://longbridge.com/en/quote/ASMG.US.md) - [ASMU.US](https://longbridge.com/en/quote/ASMU.US.md) ## Related News & Research - [Intel Foundry, ASML present High NA EUV production progress at SPIE Photomask conference](https://longbridge.com/en/news/298268981.md) - [Key facts: ASML ~13.3× Revenue Guidance; Joins Mistral €3B Round](https://longbridge.com/en/news/298276293.md) - [ASML Holding NV (0QB8) Receives a Buy from Berenberg Bank](https://longbridge.com/en/news/298410615.md) - [Europe returns into AI headlines as Mistral funding, ASML chip giant partnerships close](https://longbridge.com/en/news/298307890.md) - [Intel Hits 1 Million-Wafer Milestone With ASML’s Next-Gen Chip Technology](https://longbridge.com/en/news/298296888.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**