Consensus revenue is $10.28 billion (+17.8% YoY) and EPS is expected to reach $7.98 (+75.4% YoY), with shares trading near $1,726.04 against an average analyst target of $1,854.13.
Investors are primarily focused on net bookings and the adoption rate of next-generation High-NA EUV systems as a barometer for the 2027 semiconductor cycle. Strong AI-driven demand from logic and memory customers like TSMC recently prompted management to raise its full-year 2026 revenue guidance to €36–40 billion.
This report is seen as a critical signal for the AI chip boom, though analysts warn that geopolitical export restrictions remain a key risk to long-term growth targets.