ASML Growth Visibility Extends into 2028 -- Market Talk

Dow Jones06-04 17:56

0956 GMT - ASML Holding's conversations with clients give the Dutch supplier of semiconductor-making equipment visibility into 2028 as demand for chips continues to trend higher, Bank of America's Didier Scemama writes in a research note. Scemama reiterates a buy rating on the company, but raises the price objective on its stock to 1,921 euros from 1,710 euros. The company seems more confident that it can increase production capacity for its extreme ultraviolet machines beyond 90 tools by reducing lead times and finding efficiencies in their manufacturing, Scemama says after hosting ASML's head of investor relations at a tech conference. ASML shares trade 2.1% lower at 1,454.40 euros. (mauro.orru@wsj.com)

(END) Dow Jones Newswires

June 04, 2026 05:56 ET (09:56 GMT)

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The company seems more confident that it can increase production capacity for its extreme ultraviolet machines beyond 90 tools by reducing lead times and finding efficiencies in their manufacturing, Scemama says after hosting ASML's head of investor relations at a tech conference. ASML shares trade 2.1% lower at 1,454.40 euros. 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Scemama reiterates a buy rating on the company, but raises the price objective on its stock to 1,921 euros from 1,710 euros. The company seems more confident that it can increase production capacity for its extreme ultraviolet machines beyond 90 tools by reducing lead times and finding efficiencies in their manufacturing, Scemama says after hosting ASML's head of investor relations at a tech conference. ASML shares trade 2.1% lower at 1,454.40 euros. (mauro.orru@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 04, 2026 05:56 ET (09:56 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0097036916.USD","symbol_name":"贝莱德美国增长A2 USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2640156270","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2640156270","pubTimestamp":1780566960,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0956 GMT - ASML Holding's conversations with clients give the Dutch supplier of semiconductor-making equipment visibility into 2028 as demand for chips continues to trend higher, Bank of America's Didier Scemama writes in a research note. 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