ASML market-structure snapshot
Latest close on July 27, 2026: $1,654.16 (-5.9% on the latest daily bar). HMA21 / HMA55: $1,760.95 / $1,814.83. 200DMA: $1,379.45. Relative volume: 1.34x the 20-day average.
Latest close on July 27, 2026: $1,654.16 (-5.9% on the latest daily bar). HMA21 / HMA55: $1,760.95 / $1,814.83. 200DMA: $1,379.45. Relative volume: 1.34x the 20-day average.
ASML latest SEC/Yahoo fundamental and valuation snapshot
Latest comparable filing period: latest period. Valuation snapshot: trailing P/E 57.1x; forward P/E 28.6x; EV/EBITDA 2779.3x; P/S 18.0x.
Latest comparable filing period: latest period.
Valuation snapshot: trailing P/E 57.1x; forward P/E 28.6x; EV/EBITDA 2779.3x; P/S 18.0x.
forward P/E is materially below trailing P/E, implying higher expected earnings
Intel's capital expenditure increases, ASML and ASMI usher in deterministic benefits (Morgan Stanley)
Intel has raised its 2026 capital expenditure outlook to over US$20 billion due to strong demand, and is focusing on investment in advanced process equipment. It expects equipment expenditure to increase by 40% year-on-year that year, and will rise significantly the following year. ASML and ASMI, as core equipment suppliers accounting for more than 10% of Intel's history, will benefit significantly.
Intel has raised its 2026 capital expenditure outlook to over US$20 billion due to strong demand, and is focusing on investment in advanced process equipment. It expects equipment expenditure to increase by 40% year-on-year that year, and will rise significantly the following year. ASML and ASMI, as core equipment suppliers accounting for more than 10% of Intel's history, will benefit significantly.
The average price of DRAM in Q3 will rise more than expected, and the upward cycle of the storage industry is confirmed. Pay attention to the guidance of… (BofA)
The Bank of America report predicts that Q3 DRAM average selling price (ASP) will increase by 21% month-on-month, higher than TrendForce's forecast of 13-18%, with server DRAM increasing by 20-30%. DRAM spot prices have risen for eight consecutive weeks, and NAND prices have also recovered well. Q3 NAND ASP is expected to increase by more than 10%.
The Bank of America report predicts that Q3 DRAM average selling price (ASP) will increase by 21% month-on-month, higher than TrendForce's forecast of 13-18%, with server DRAM increasing by 20-30%. DRAM spot prices have risen for eight consecutive weeks, and NAND prices have also recovered well. Q3 NAND ASP is expected to increase by more than 10%.
