Barclays analyst Simon Coles downgraded ASML to Equal Weight from Overweight, expressing concerns regarding the company's expectation of growth in 2026. This adjustment reflects a more cautious outlook on ASML's near-term future.
The downgrade is based on an assessment that there is risk to ASML's previously stated growth ambitions for 2026. This comes amidst increasing macroeconomic and geopolitical uncertainties, particularly concerning tariffs and customer capital expenditure timing.
This analyst action highlights growing market scrutiny over ASML's ability to maintain its growth trajectory in the face of external pressures, despite its strong technological leadership.
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