ASML expects to sell more, but says it might not have enough products to meet AI demand.

Oct 14, 2026, 11:14 AM ETResultsRead the original at Benzinga

Good for ASML

ASML raised the low end of its 2026 sales forecast, and customers expect more equipment demand. Planned supply for 2027 and 2028 falls short, and Q3 sales missed some forecasts, but the higher sales floor and growing demand support future growth.

ASML · ASML Holding NV

AI read · Good for ASML

The AI's read

That gives ASML a stronger base of expected sales, and customer interest reaching 2029 and 2030 points to demand beyond the current AI spending cycle. The main limit is production: planned supply for 2027 and 2028 is below expected demand. Q3 sales also missed some analyst forecasts, but the higher sales floor and stronger customer demand carry more weight.

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