February 27, 2026 05:05 AM GMT ASML Holding NV | Europe Why 'Travelled and Arrived' Could Be Wrong We see some upside risks to our 2027-28 estimates that may emerge over the next few months. These largely land around better-than-expected China demand, renewed HBM demand and a new EUV roadmap. We make no changes to estimates and yet ASML remains our Top Pick in European semis. Key Takeaways Our MS TMT event is in San Francisco next week. It gives global tech analysts and investors the chance to review the eq ...