Global semiconductor equipment giant ASML will release its second-quarter 2026 financial results before the US market opens on July 15, 2026. ASML's US-listed stock has fallen by a cumulative total of over 11% since July. J.P. Morgan has given ASML an "Overweight" rating with a price target of $2,200 ahead of the earnings release, believing that although capacity cannot be fully unleashed in 2026 due to supply chain constraints, ASML's growth in 2027 is expected to significantly outperform the industry average. According to analyst expectations compiled by Yahoo Finance, ASML's second-quarter revenue guidance is 8.4 billion to 9 billion euros, with a gross margin of 51% to 52%. If the company's third-quarter revenue guidance meets or exceeds the market expectation of 10.34 billion euros, while confirming that downstream capacity expansion demand continues, it will serve as a direct catalyst for the stock price to rise.