Asml's 2028 Earnings Potential is Way Above Consensus

Dow Jones

Jul 15

0646 GMT - ASML Holding's plans to boost production of its machines show that earnings potential for 2028 is dramatically above consensus, J.P.Morgan analysts write in a research note. The Dutch supplier of semiconductor-making equipment is considering a roughly 30% boost to output for 2027 and another 30% increase for 2028. Analysts note the 2028 capacity guidance is higher than even the highest expectations and that this would result in more than 65 euros in earnings per share that year. They say ASML's 2Q results and 3Q guidance were also better than expected and that 2026 consensus estimates are likely to rise by around 25% after ASML upgraded its guidance. (mauro.orru@wsj.com)

(END) Dow Jones Newswires

July 15, 2026 02:47 ET (06:47 GMT)

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The Dutch supplier of semiconductor-making equipment is considering a roughly 30% boost to output for 2027 and another 30% increase for 2028. Analysts note the 2028 capacity guidance is higher than even the highest expectations and that this would result in more than 65 euros in earnings per share that year. They say ASML's 2Q results and 3Q guidance were also better than expected and that 2026 consensus estimates are likely to rise by around 25% after ASML upgraded its guidance. (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  July 15, 2026 02:47 ET (06:47 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Asml's 2028 Earnings Potential is Way Above Consensus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAsml's 2028 Earnings Potential is Way Above Consensus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-15 14:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0646 GMT - <a href=\"https://laohu8.com/S/ASML\">ASML</a> Holding's plans to boost production of its machines show that earnings potential for 2028 is dramatically above consensus, J.P.Morgan analysts write in a research note. The Dutch supplier of semiconductor-making equipment is considering a roughly 30% boost to output for 2027 and another 30% increase for 2028. Analysts note the 2028 capacity guidance is higher than even the highest expectations and that this would result in more than 65 euros in earnings per share that year. They say ASML's 2Q results and 3Q guidance were also better than expected and that 2026 consensus estimates are likely to rise by around 25% after ASML upgraded its guidance. (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  July 15, 2026 02:47 ET (06:47 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":"DBEU","symbol_name":"Xtrackers MSCI Europe Hedged Equity ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2651437365","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651437365","pubTimestamp":1784098020,"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":"0646 GMT - ASML Holding's plans to boost production of its machines show that earnings potential for 2028 is dramatically above consensus, J.P.Morgan analysts write in a research note. The Dutch supplier of semiconductor-making equipment is considering a roughly 30% boost to output for 2027 and another 30% increase for 2028. Analysts note the 2028 capacity guidance is higher than even the highest expectations and that this would result in more than 65 euros in earnings per share that year. They say ASML's 2Q results and 3Q guidance were also better than expected and that 2026 consensus estimates are likely to rise by around 25% after ASML upgraded its guidance.  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The Dutch supplier of semiconductor-making equipment is considering a roughly 30% boost to output for 2027 and another 30% increase for 2028. Analysts note the 2028 capacity guidance is higher than even the highest expectations and that this would result in more than 65 euros in earnings per share that year. They say ASML's 2Q results and 3Q guidance were also better than expected and that 2026 consensus estimates are likely to rise by around 25% after ASML upgraded its guidance. (mauro.orru@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 15, 2026 02:47 ET (06:47 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}