ASML Offers Attractive Risk/Reward in European Semiconductors, UBS Says

MT Newswires Live05-20

ASML (ASML) offers an attractive risk/reward profile in European semiconductors amid a tightening industry environment that UBS Securities expects will drive a more prolonged investment cycle into 2028.

The investment firm said in a Tuesday note that its analysis suggests the company's 2027 capacity can support more than 50% year-over-year growth in leading-edge wafer output, versus demand growth of 25% to 30%. It added that about 20% of the increase is expected to come from underappreciated throughput gains from Low NA systems.

UBS said investors constructive on the memory chip cycle over the next one to two years should be even more positive on ASML. The brokerage described the company as the most memory-exposed semiconductor equipment name in the sector.

The brokerage lifted its 2027 and 2028 earnings-per-share estimates by 9% and 20%, respectively, to reflect a more sustained memory upcycle and ongoing strength in advanced logic.

UBS maintained its buy rating on ASML, reinstated the stock as its top sector pick and raised its price target to 1,900 euros ($2,210) from 1,600 euros.

Shares of the company were up 6.1% in Wednesday trading.

Price: 1549.06, Change: +89.62, Percent Change: +6.14

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