Industry Newseuvsemiconductor manufacturingasmlbookings
ASML Reports Massive Bookings, Reaffirms 2030 Targets
8.1
ASML Holding reported massive fourth-quarter 2025 net bookings of €13.2 billion and a backlog of €38.8 billion, while Bernstein's David Dai raised his price target to $1,911 and maintained an Outperform on January 29. Management guided 2026 revenue of €34–39 billion, reaffirmed 2030 targets of €44–60 billion, and said EUV-led growth and clean-room availability will shape stronger second-half 2026 results.
Key Points
- 1Reports €13.2B Q4 2025 net bookings, backlog rises to €38.8B
- 2Highlights memory-driven demand (56%) and EUV-led growth, signaling strong exposure to advanced nodes
- 3Suggests supply-chain and clean-room constraints will shape 2026 revenue timing and customer ramps
Scoring Rationale
Robust, company-confirmed bookings and guidance drive high impact for hardware planners; limited AI-specific analysis slightly constrains relevance.
Sources
Public references used for this report.
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