ASML Poised to Lift Sales Outlook Amid AI Infrastructure Boom

Visible Alpha consensus estimates peg ASML’s quarterly sales at 8.83 billion euros, a significant climb from the 7.69 billion euros recorded in the same period last year. Gross profit is projected to hit 4.59 billion euros, with net profit reaching 2.63 billion euros. These figures arrive as the firm cements its status as Europe’s most valuable listed company, with stock prices surging more than 68% since the start of the year.

Investors are zeroing in on annual sales projections, which ASML may lift for the second time this year. While the company currently targets between 36 billion euros and 40 billion euros, analysts at UBS and J.P. Morgan suggest shipments of deep ultraviolet machines could push results toward the upper end of that range or beyond. Chief Executive Christophe Fouquet has previously signaled that AI investments are creating persistent supply bottlenecks, a sentiment echoed by industry players like Micron Technology, who expect tight market conditions to endure through 2027.