ASML Holding Looks Well-Placed for Growth -- Market Talk

Dow Jones
09/22

0831 GMT - ASML Holding shows early signs of improvement, Morgan Stanley analysts Lee Simpson and Nigel van Putten write in a note. Since peaking last year, the Dutch supplier of chip-making equipment's earnings forecasts have been sharply revised downward, weighting significantly on the share price, they say. However, the Amsterdam-listed company is now positioned for growth into 2026 and 2027, they add. The U.S. banks sees rising AI-driven demand, improving China trends and stable Intel sales as potential growth drivers for this timeframe. The analysts anticipate order momentum to build before year-end 2025 for delivery in late 2026-2027. Shares are up 2.9% at 816.60 euros. (najat.kantouar@wsj.com)

 

(END) Dow Jones Newswires

September 22, 2025 04:31 ET (08:31 GMT)

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