- Following ASML's strong Q4 earnings report, Wall Street agrees the company has entered a multi-year growth phase fueled by AI and storage technology upgrades.
- The report revealed a record order intake of €13.2 billion, significantly exceeding expectations, with EUV orders contributing €7.4 billion and storage chip clients making up 56% of orders.
- ASML's 2026 revenue guidance indicates a median of €36.5 billion, showing a projected 12% increase, while analysts have raised their target prices, reflecting confidence in the company's growth potential.
