Goldman Sachs added ASML to its European Conviction List on August 3, 2026. The bank cited improved visibility into the semiconductor equipment maker's capacity expansion plans.
A robust order pipeline from logic and DRAM memory sectors supports this growth outlook. Analysts expect ASML to capitalize on sustained demand within the artificial intelligence industry.
Goldman’s earnings per share estimates for 2027 through 2029 sit 5% to 18% above market consensus. The firm anticipates margin expansion driven by strong pricing power and an optimized product mix.