ASML · ASML Holding N.V.
AI read · Good for ASML
The AI's read
ASML has room to raise prices because key customers agreed to pay more when machines deliver more productivity. Cantor expects 59% of sales to remain after production costs in 2028, but that is an analyst estimate, not a result already achieved. ASML gave no new shipment count for 2027 or 2028, and China made up 23% of third-quarter sales. Still, its sales and profit beat estimates, and its December-quarter sales forecast topped estimates.