WallStSmart
ASML

ASML Holding NV ADR

NASDAQ: ASML · TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS

$1,565.81
-6.59% today

Updated 2026-06-05

Market cap
$732.09B
P/E ratio
63.70
P/S ratio
21.73x
EPS (TTM)
$29.82
Dividend yield
0.46%
52W range
$680 – $1,904
Volume
1.7M

ASML Holding NV ADR (ASML) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

ASML · ASML Holding NV ADR · Price target summary

Current
$1,565.81
Consensus
$1,504.00
-3.95%
2030 Target
$1,252.65
-20.00%
DCF
32 analysts:
24 Buy6 Hold2 Sell

Management guidance

ASML raised full-year 2026 net sales guidance to €36-40 billion (midpoint €38B or ~$41.8B) in Q1 2026 earnings, representing 21% growth at midpoint vs FY2025 of €32.67B. CEO Christophe Fouquet emphasized sustained demand from AI infrastructure investments and indicated continued strong growth trajectory through 2027-2028 driven by Low-NA and High-NA EUV adoption, though near-term margin pressure expected in Q2 2026.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

ASML · ASML Holding NV ADR · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range
Bear case (2030)
$782.91
$76.8B Rev × 3.6x P/S
Base case (2030)
$1,252.65
$76.8B Rev × 6x P/S
Bull case (2030)
$1,878.97
$76.8B Rev × 9.6x P/S
WallStSmart.com

Financial forecast — research-backed

Metric20252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$32.7B$39.6B$47.8B$57.5B$67.2B$76.8B
Revenue growth15.6%21.1%20.9%20.2%16.8%14.3%
EPS$24.73$31.88$42.20$52.50$61.80$70.50
P/S ratio6.0x6.0x6.0x6.0x6.0x
Implied price$626.32$782.91$939.49$1,096.07$1,252.65

ASML · ASML Holding NV ADR · Catalysts & risks

Growth catalysts
+ AI chip demand acceleration from Meta, Microsoft, Google, Amazon capex cycles (estimated $200B+ combined 2026-2028)
+ Low-NA EUV adoption ramp by TSMC, Samsung, Intel (estimated 40-50% of 2027-2028 revenue)
+ High-NA EUV delayed deployment (2029+) creating extended revenue visibility and margin improvement
+ Geopolitical export control risks (MATCH Act, China restrictions) could reduce TAM by 15-20% if implemented
+ Share buyback program ($5B+ authorized) supporting EPS accretion
Key risks
- US export controls to China could eliminate 15-25% of revenue base ($5-10B impact by 2028)
- TSMC delay of High-NA EUV deployment to 2029+ signals customer cost-sensitivity and potential demand uncertainty
- Taiwan geopolitical risk and supply chain concentration
- Valuation at 52.4x P/E with 30.6x forward P/E leaves limited margin of safety if growth disappoints
- Semiconductor capex cyclicality could trigger slowdown in 2028-2029 after peak cycle

Methodology

ASML Holding NV ADR's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 32 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 17, 2026.