JP Morgan Raises Estimates for ASML After EUV Delivery Capacity Increase

JP Morgan has revised its estimates upward for chip equipment giant ASML after the company announced it can supply significantly more EUV (extreme ultraviolet) lithography machines than previously indicated. The bank stated that ASML's increased production capacity will enable it to meet demand, particularly in advanced semiconductor manufacturing. JP Morgan analysts highlighted that ASML's new guidance points to a higher supply potential for its EUV tools than previously anticipated. This strengthens ASML's market position and positively impacts growth expectations. The bank has raised its revenue and profit margin estimates for ASML following this development. ASML's leadership in EUV technology, combined with rising chip demand especially in areas like artificial intelligence and high-performance computing, supports the company's long-term growth potential. JP Morgan noted that these factors create a positive catalyst for ASML shares. This is not investment advice.

📊 JPM — Piyasa Yorumu

▲ up · 60%

The news indicates that JP Morgan has raised its estimates following ASML's increased EUV delivery capacity. This may reflect JP Morgan's confidence in the technology sector and a potential improvement in its own revenue expectations. On the technical indicators, the RSI is at 48, in neutral territory, while the MACD gives a slight bullish signal above the signal line. The price is just above the 20-day moving average but below the 50-day average, suggesting potential for an upward move in the short term but with possible resistance. Overall, the news and technical indicators support a limited bullish trend.

RSI 14

48.0

MACD

0.18

24h Δ

0.58%

📊 ASML — Piyasa Yorumu

▲ up · 70%

The news indicates that ASML's increased EUV delivery capacity has prompted JP Morgan to raise its forecasts, signaling positive growth potential for the company. Technical indicators support this view: while the RSI at 72 is near overbought territory, the MACD line remains above the signal line and positive, suggesting continued upward momentum. The price is trading above the 20- and 50-day moving averages, with a 7.4% increase in the last 24 hours. The short-term uptrend is expected to persist, though the overbought zone presents some correction risk.

RSI 14

72.2

MACD

28.11

24h Δ

7.44%

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