Woofun AI notes that SemiAnalysis anticipates an upward revision to Wall Street’s revenue expectations for ASML, predicting a subsequent increase in the company’s long-term performance guidance. The firm highlights that ASML has raised its fiscal year 2026 outlook for the second time in three months, citing positive indicators such as order visibility extending to 2028, proactive capacity expansion preparations, and potential price hikes for similar products.

Additionally, the re-acceleration of DUV immersion lithography machine shipments and sustained growth in the upgrade service business support the view that current market revenue estimates remain conservative.