ASML: Generational Buying Opportunity As AI Capex Party Continues - Upgrade Buy

The strong installed base upgrades, expanding memory/logic sector capex, and foundries' growing supply commitments underscore ASML's multi-year, AI-driven growth prospects. The double-digits capacity expansion plans through 2028 have been well supported by the upcoming price hikes from 2027 onwards and the outsized down payments on the growing backlog. ASML's forward guidance implies the accelerating top/bottom-line growth prospects, supported by the rich cash flow generation and healthier balance sheet.

Seeking Alpha • 16 hours ago

ASML Can't Keep Up With 2027 or 2028 Demand. Is It the Best AI Stock to Buy Now?

ASML plans to increase manufacturing capacity beyond its prior 30% target. Customers are interested in placing orders for 2029 and 2030.

The Motley Fool • Oct 16, 2026

With Demand Set to Outstrip Supply Until at Least 2028, ASML Stock Is a Buy

The chip equipment specialist remains in a strong position, given its monopoly in EUV machines. The company is seeing rapid growth as EUV machines are needed to make AI chips, CPUs, and HBM.

The Motley Fool • Oct 16, 2026

ASML: 3 Key Takeaways for Long-Term Investors

ASML generated record total net sales of €11.7 billion in Q3. Management completed price increases for its most critical chipmaking products.

The Motley Fool • Oct 16, 2026

Not Nvidia. Not TSMC. This Equipment Maker Is the Real Bottleneck in AI Chip Production.

The top foundries can't produce their newest chips without ASML's EUV systems. ASML doesn't face any competitors in this market, so it has plenty of room to grow.

The Motley Fool • Oct 16, 2026

Besi shares fall on report ASML is working on rival hybrid bonding product

Besi shares fall on report ASML is working on rival hybrid bonding product

Reuters • Oct 16, 2026

European majors set for Q3 earnings growth despite darkening view on consumer cyclicals

Major European companies are expected to report strong earnings growth in the third quarter, although analysts slashed estimates for ​cyclical consumer products such as cars over the past ‌week, the latest LSEG I/B/E/S data showed late on Thursday.

Reuters • Oct 16, 2026

ASML: An Earnings Monster With More Room To Run

ASML delivered a stellar Q3, with 55% YoY revenue growth and gross margin expanding to 57.5%. Strong customer downpayments signal robust forward demand, with capacity expansion now planned beyond 2028 targets. Management successfully negotiated higher prices for key products, with margin-accretive effects expected from 2027 onward.

Seeking Alpha • Oct 16, 2026

ASML: €50+ Billion In EBIT By 2030? Wall Street Is Still Behind

ASML delivered a robust Q3, with sales of €11.66B, gross margin at 57.5%, and net income of €4.96B. Demand for ASML's equipment is running well ahead of planned capacity through 2027–28, with customers already inquiring about 2029/2030 orders. ASML has secured price increases on critical products, expected to structurally lift margins, with full benefit beginning in 2028.

Seeking Alpha • Oct 16, 2026

ASML's 'sold out' outlook forces investors to look beyond demand

In April, computer chip equipment maker ASML's CEO Christophe Fouquet told shareholders that Europe's most valuable company would avoid becoming the chip industry's bottleneck "by all possible means".

Reuters • Oct 15, 2026