ASML Stock Loses a Fan. What’s Set to Hold Back the Chip-Equipment Company. - Barron's
1. Barclays downgraded ASML's rating from Overweight to Equal Weight. 2. 2026 growth for ASML could be only 1%, with both upside and downside risks. 3. Revenue from EUV machines may be 7% below consensus estimates next year. 4. TSMC is hesitant to order ASML's latest High NA EUV systems. 5. Long-term outlook remains positive, but growth could be volatile.