Bernstein Lifts ASML Target as Capacity, Pricing and Margins Surprise to the Upside
Bernstein increased its ASML price target to €2,500 from €2,300 after the company's Q2 2026 results delivered what the firm called "triple happiness" - stronger revenue, capacity and margins. Analyst David Dai kept an Outperform rating and pointed to steep capacity ramps for Low NA EUV and ArFi, EUV pricing upside and higher-than-consensus margin g…