On July 27, ASML Holding NV rose 4.72% overnight, trading at 1780.01 USD/share, with turnover of 42.68万美元. The gain came as the broader semiconductor equipment sector staged a collective rebound, recovering from prior profit-taking pressure.
On the news front, UBS noted that ASML's demand visibility is exceptionally long-term, with the company planning to increase both Low-NA EUV and ArFi manufacturing capacity by 30% each during 2027-2028. The sector rally was broad-based, with Teradyne up 6.6%, KLA-Tencor up 5.61%, and Applied Materials up 3.86%. The rebound follows a period of selling pressure that saw the stock fall 3.01% on July 25 in a classic buy-the-news selloff despite strong Q2 results and an upward revision of full-year sales guidance to EUR 43-45 billion. Multiple institutions recently raised their price targets, with Bank of America lifting its target to $2,845 and Bernstein to EUR 2,500, reflecting confidence in AI-driven equipment demand.
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