ASML Raises Full-Year 2026 Guidance Second Time in Q2; SemiAnalysis Predicts Further Upward Revisions

ASML0.14%
According to SemiAnalysis, ASML raised its full-year 2026 guidance for the second time in Q2, signaling strengthened momentum in the semiconductor equipment cycle. The institution highlighted positive indicators including order visibility extending to 2028, accelerated capacity expansion, planned price increases, stronger DUV immersion lithography shipments, and growing service business revenue, suggesting that Wall Street's revenue expectations for ASML still have upside potential and that the company will likely raise long-term guidance further.
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