Wall Street expects ASML to report Q3 2026 revenue of $13.18 billion and earnings per share of $12.47, with the stock currently trading at $1,780.34 against an average analyst target of $2,314.36.
Investors are primarily focused on Net Bookings, specifically for Extreme Ultraviolet (EUV) lithography systems, as a leading indicator of demand visibility through 2027.
Following a "transition year" in 2025, the company has entered a high-growth phase supported by massive AI-driven infrastructure spending and the ramp-up of High-NA EUV systems. Market participants will also closely monitor whether gross margins reach the upper end of the guided 55%-57% range amid a sharp recovery in the logic and memory chip segments.