Analysts expect ASML to report sales of 11.71 billion euros, a significant leap from the 7.52 billion euros recorded during the same period last year. Gross profit is projected to reach 6.56 billion euros, with margins climbing toward 56%. These figures reflect the intense pressure on chipmakers to expand capacity for artificial intelligence infrastructure, keeping ASML’s order books full.

Financial institutions are closely monitoring potential adjustments to long-term outlooks. JPMorgan suggests that stronger shipments of deep ultraviolet lithography tools could prompt a nudge upward in 2026 guidance. Similarly, Jefferies analysts point to robust demand from logic customers in China and lucrative software upgrades as catalysts for fourth-quarter performance that may push annual targets toward the high end of current ranges. Beyond volume, CFO Roger Dassen has signaled that a tight market grants the company leverage for price increases, a strategy UBS expects to bolster margins across both deep and extreme ultraviolet product lines as the company moves to ramp up production capacity by 30% annually through 2028.