深潮TechFlow
深潮TechFlow|Oct 08, 2026 05:11
[Bank of America: ASML Earnings Forecast Raised by 13%, 5% Price Increase Boosts Earnings by 8%] According to Deep Tide TechFlow, citing Trend Research, Bank of America stated in a research report dated October 6, 2026, that it has raised ASML's CY28E earnings per share forecast by 13% to €85.2 and revenue forecast by 8.7% to €76.57 billion. The target price has been increased from €2,452 to €2,557, and the ADR target price has been raised from $2,845 to $2,915, maintaining a "Buy" rating and top preference status. Bank of America estimates that for every 5% increase in ASML's average selling price, with input costs rising by 2.5%, earnings per share will increase by 8%. Bank of America believes that the price increase will begin to impact the income statement by the end of 2027, and non-China revenue will be sufficient to offset the gap caused by China's revenue share dropping to 15%. Downside risks include delays in EUV mass production, export restrictions to China, and a slowdown in semiconductor capital expenditures.
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