ASML: Samsung Adds Fuel To The Next EUV Growth Cycle (Rating Upgrade) (ASML)

seekingalpha.com · 2026-09-09

ASML now expects about 65 low-NA EUV systems and more than 45% yoy EUV revenue growth in 2026. Find out why ASML stock is upgraded to a buy.

TickrTrends take: ASML's upgrade reflects growing confidence in sustained demand from major chipmakers like Samsung as they expand EUV lithography capacity, which could support the company's revenue growth trajectory. Given the Fairly valued assessment, investors should monitor whether Samsung's investment cycle translates into guidance raises and margin expansion, as these outcomes would test whether current valuation adequately reflects the next growth phase. The Technology sector's capital intensity means that ASML's ability to convert customer investments into durable competitive advantages will be critical to whether this valuation multiple proves sustainable.

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