ASM, NL0000334118

UBS raises ASM International stock target from EUR 1,275 to EUR 1,325

Published on 10/02/2026 at 13:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2027 growth is forecast at 36.00 percent versus 29.00 percent. ASM International stock costs EUR 941.60 on October 2, 2026, up 4.87 percent.

Schwarzweiß-Reportagefoto von Technikern bei Montage einer Prozesskammer
ASM International N.V. (NL0000334118): dokumentarische Schwarzweiß-Aufnahme von Technikern bei Montage großer Prozesskammer-Module, Illustration mit AI erstellt.

ASM International stock (ISIN NL0000334118) was trading at EUR 941.60 at Lang & Schwarz on October 2, 2026, up 4.87 percent versus the EUR 897.90 prior close. According to TradingView on September 28, 2026, UBS maintained its Buy rating and raised its price target for ASM International from EUR 1,275 to EUR 1,325.

UBS sees faster revenue growth

The analyst case is built on a sharper growth profile. UBS forecasts revenue growth of 36.00 percent for fiscal 2027 against 29.00 percent consensus, followed by 33.00 percent in fiscal 2028 versus 19.00 percent consensus, according to Investing.com on September 29, 2026.

That forecast points to a substantial gap between expected demand and consensus assumptions. UBS also placed ASM International among its preferred European semiconductor equipment stocks ahead of the company's third-quarter results scheduled for October 27, 2026.

Second-quarter revenue sets the baseline

ASM's operating picture already showed acceleration in the second quarter of 2026. Yahoo Finance reported on September 28, 2026, that second-quarter revenue grew 24.00 percent year over year and that management expects second-half revenue to rise more than 20.00 percent.

The company investor-relations page lists EUR 3.2 billion of revenue, a 51.80 percent gross margin, a 29.60 percent operating margin and EUR 434.0 million of free cash flow for fiscal 2025, giving the latest interim growth figures a profitability backdrop. ASM supplies wafer-processing equipment, with atomic layer deposition and silicon epitaxy among its key technologies.

Stock remains below its yearly high

ASM International's market capitalization was EUR 46.2 billion on October 2, 2026. Its 52-week range was EUR 459.70 to EUR 1,092.50, placing the Lang & Schwarz price 13.82 percent below the high.

On Euronext Amsterdam, the primary listing, ASM was last at EUR 944.00 on October 2, 2026 at 1:09 p.m. CEST. The euro reference price from Lang & Schwarz was trading at EUR 941.60 at 1:14 p.m. CEST, plus 4.87 percent against the EUR 897.90 prior close. The further course of trading is shown by the continuously updated real-time quote of ASM International stock.

ASM International key facts

  • Company: ASM International N.V.
  • ISIN: NL0000334118
  • Ticker: ASM
  • Primary exchange: Euronext Amsterdam
  • Price Lang & Schwarz as of October 2, 2026, 1:14 p.m. CEST: EUR 941.60
  • Change versus prior close: plus 4.87 percent
  • Prior close Lang & Schwarz October 1, 2026: EUR 897.90
  • Market capitalization: EUR 46.2 billion as of October 2, 2026
  • 52-week range: EUR 459.70-1,092.50 as of October 2, 2026
  • Sector / Industry: Information Technology / Semiconductor Equipment and Testing
  • Index membership: AEX
  • Next earnings date: October 27, 2026

More news and analyses on ASM International stock

Disclaimer...

en | NL0000334118 | ASM | boerse | 70215119 | bgmi