ASML: Supply Constraints Through 2028 Still Support My Buy Rating

What happened: An analyst maintained a Buy rating on ASML Holding N.V. with a revised price target of $2,500, citing demand visibility and updated guidance. Key numbers: Price target $2,500. Q3 2026 revenue growth 55% y/y. 2027 EPS estimate raised to 43.74 euros. Demand expected to exceed planned capacity through 2028. Why it matters: The analyst says demand exceeding planned manufacturing capacity through 2028 supports a longer semiconductor investment cycle and stronger growth visibility, with premium valuation justified by EUV leadership and the multi-year order outlook.

ASML buy rating supported by supply constraints through 2028.

ASML buy rating supported by supply constraints through 2028. — impact context not separately stored; see What changed.