[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 72.3K followers Created: 2025-06-26 07:33:11 UTC Jefferies Downgrades $ASML to Hold from Buy, PT €690; says near-term estimate risks offset by limited downside after de-rating Analyst comments: "We forecast ASML's 2026 revenues to be down X% YoY to €32.1bn, and EPS to decline X% YoY. Our 2026 sales forecast is X% below consensus and our EPS forecast is XX% below. We expect semicap-related newsflow to deteriorate in H2, alongside pressure on the company’s estimates. Despite this, downside on the share price is likely to be limited due to the de-rating that has already occurred. We, therefore, downgrade the stock to Hold from Buy, and raise our price target to €690. Despite our near term caution, we believe the stock is attractive for investors with a >1 year investment horizon. We expect litho-intensity to be flat to up over the next five years, and TSMC to adopt high-NA EUV systems at its A14 node in 2028." Analyst: Janardan Menon XXXXX engagements  **Related Topics** [asml](/topic/asml) [eps](/topic/eps) [sales forecast](/topic/sales-forecast) [$asml](/topic/$asml) [Post Link](https://x.com/wallstengine/status/1938138455726551475)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Wall St Engine @wallstengine on x 72.3K followers
Created: 2025-06-26 07:33:11 UTC
Jefferies Downgrades $ASML to Hold from Buy, PT €690; says near-term estimate risks offset by limited downside after de-rating
Analyst comments: "We forecast ASML's 2026 revenues to be down X% YoY to €32.1bn, and EPS to decline X% YoY. Our 2026 sales forecast is X% below consensus and our EPS forecast is XX% below. We expect semicap-related newsflow to deteriorate in H2, alongside pressure on the company’s estimates.
Despite this, downside on the share price is likely to be limited due to the de-rating that has already occurred. We, therefore, downgrade the stock to Hold from Buy, and raise our price target to €690. Despite our near term caution, we believe the stock is attractive for investors with a >1 year investment horizon. We expect litho-intensity to be flat to up over the next five years, and TSMC to adopt high-NA EUV systems at its A14 node in 2028."
Analyst: Janardan Menon
XXXXX engagements
Related Topics asml eps sales forecast $asml