ASML Holding NV is expected to report Q1 2026 revenue of $10.21 billion and EPS of $7.72, as the stock trades near $1,500.20, slightly above the average analyst price target of $1,482.50.
The key metric investors are watching is Net Bookings, particularly for next-generation High-NA EUV lithography systems that are critical for advanced 2nm chip production.
Following a transitionary 2025, ASML has entered a projected 'significant growth' year, supported by a massive €38.8 billion backlog and accelerating AI-driven demand.
However, the market remains wary of geopolitical risks, as potential new U.S. export restrictions could impact deep ultraviolet tool sales and servicing in China.