Bernstein Picks ASML as Top Q3 2026 Idea, Citing Strong Growth Visibility and Margin Upside
Bernstein has designated ASML as its leading investment idea for the third quarter of 2026, assigning an Outperform rating and a €2,500 target. The firm highlights expanding demand for both EUV and DUV tools driven by AI-related wafer fab spending, a rising share of EUV layers in DRAM and logic chips, and potential margin expansion tied to price in…