ASML stock
Bernstein aggressively raised its price target for ASML Holding NV to $2,623 (€2,300) from $1,971 on July 6, 2026, maintaining an "Outperform" rating. Analysts cited accelerating AI--driven demand for advanced logic and DRAM capacity as the catalyst for increasing EUV shipment forecasts to 91 units in 2027 and 113 units in 2028. The firm projects ASML's EUV revenue will grow at a 30% CAGR, reaching €42.7 billion by 2030, significantly exceeding current market expectations for lithography intensity in next--generation chip manufacturing.