JP Morgan analysts say ASML's plan to raise lithography equipment output by about 30% in 2027 and a further 30% in 2028 implies 2028 EPS potential well above market consensus; JP Morgan estimates 2028 EPS could exceed €65. Analysts note ASML's Q2 results and Q3 outlook beat expectations, and after the company raised full-year guidance consensus 2026 EPS forecasts are likely to be revised up by roughly 25%.

2026-07-15

JP Morgan analysts say ASML's plan to raise lithography equipment output by about 30% in 2027 and a further 30% in 2028 implies 2028 EPS potential well above market consensus; JP Morgan estimates 2028 EPS could exceed €65. Analysts note ASML's Q2 results and Q3 outlook beat expectations, and after the company raised full-year guidance consensus 2026 EPS forecasts are likely to be revised up by roughly 25%.