ASML shares declined 0.59% to $1,421.10, underperforming the broader tech sector despite a recent 10.9% four-week rally and a Zacks Rank #2 (Buy) rating. The company's long-term outlook remains robust, supported by AI-driven demand and a record €38.8 billion backlog.
- Growth Guidance: Management forecasts 2026 revenue of €34–39 billion (representing 12% growth at the midpoint) with Q1 revenue expected between €8.2–8.9 billion.
- Dividend Increase: The quarterly dividend was raised to $3.1771 per share, reflecting strong cash generation and confidence in future revenue visibility through 2026.
- Analyst Consensus: Wall Street maintains a "Moderate Buy" rating with an average price target of $1,475.00, supported by six upward earnings estimate revisions in the past two months.