Barclays keeps Buy rating for ASML Holding stock. Price falls 3.25 percent

Published on 10/22/2026 at 09:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Barclays set a EUR 2,500.00 target on October 21, 2026. ASML Holding stock costs EUR 1,445.40 on October 22, 2026 versus the EUR 1,494.00 Xetra close.

Analyst targets shape the picture

On October 21, 2026, Barclays kept its Buy rating and set a EUR 2,500.00 target.
ASML reported EUR 11.70 billion in third-quarter sales and a 57.50 percent gross margin on October 14, 2026.
ASML Holding stock was trading at EUR 1,445.40 at 9:46 a.m. CEST at Lang & Schwarz on October 22, 2026, 3.25 percent below the Xetra close of October 21, 2026.
The next quarterly results are scheduled for January 27, 2027, while the interim dividend is payable on November 4, 2026.

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ASML Holding stock (ISIN NL0010273215) was trading at Lang & Schwarz at EUR 1,445.40 on October 22, 2026 at 9:46 a.m. CEST, down 3.25 percent versus the Xetra close of October 21, 2026 (EUR 1,494.00). Barclays maintained its Buy rating and set a EUR 2,500.00 price target on October 21, 2026, as reported by Markets Insider.

Quarterly results reset expectations

The latest operating evidence came on October 14, 2026, when ASML reported third-quarter total net sales of EUR 11.662 billion, up from EUR 9.326 billion in the second quarter. Net income reached EUR 4.960 billion and the gross margin was 57.50 percent.

The release also gave fourth-quarter sales guidance of EUR 14.2 billion to EUR 15.2 billion and full-year 2026 sales guidance of EUR 44 billion to EUR 45 billion. The company said customer interest now includes potential orders for 2029 and 2030, while planned 2027 and 2028 supply may not meet demand.

What do the targets imply?

Barclays' EUR 2,500.00 target is EUR 1,054.60 above the Lang & Schwarz price, an upside comparison of 72.97 percent. Its rating followed the third-quarter release, which showed net income of EUR 4.960 billion against EUR 2.918 billion in the second quarter.

Three dates frame the next steps

The recent chronology is clear: BofA raised its target from EUR 2,452.00 to EUR 2,557.00 on October 6, 2026, according to Investing.com. ASML reported EUR 11.662 billion of third-quarter sales on October 14, 2026. Barclays set its EUR 2,500.00 target on October 21, 2026.

ASML's investor page lists the interim dividend payment for November 4, 2026 and fourth-quarter and full-year 2026 results for January 27, 2027.

Price stays below the analyst targets

The share price is EUR 48.60 below the October 21, 2026 Xetra close, while the earnings outlook points to a sales range of EUR 44 billion to EUR 45 billion for full-year 2026. The gap between the market quotation and the analyst targets leaves execution, demand visibility and the next results as the central measures.

The further course of trading is shown by the continuously updated real-time quote of ASML Holding stock.