BlockBeats News, July 16th, after ASML announced a strong performance in its latest financial report and raised its guidance, multiple Wall Street institutions maintained an optimistic view, believing that the lithography giant remains one of the key equipment suppliers in the AI semiconductor expansion cycle.

Bernstein maintains an Outperform rating on ASML with a target price of $2,623. The firm believes that ASML's order momentum and customer demand remain strong, especially in advanced processes, AI accelerators, HBM-related logic chips, and high-end fab expansions, continuing to support EUV and advanced lithography equipment demand.

Institutions such as Jefferies, UBS, Citigroup, and Cantor also interpreted ASML's guidance positively. Some analysts believe that the company's current capacity planning is still somewhat conservative. If TSMC, Samsung, Intel, and memory manufacturers continue to secure capacity ahead of schedule for AI demand from 2027 to 2028, ASML's future order and revenue expectations still have room for upward revision. The market's focus has shifted from "Is there AI demand?" to "Can the capacity keep up?"