ASML (ASML.US) Q2 pre-earnings JP Morgan bullish to $2200: short-term performance is not a true test, 2027 outlook is the key to revaluation.

According to the Financial and Economic APP, the giant lithography machine company ASML.US will announce its second-quarter performance for 2026 on July 15. Due to recent market concerns about the sustainability of capital expenditure for artificial intelligence (AI), ASML, which is in the upstream of the AI industry chain, has seen relatively lackluster stock performance - its share price has fallen by over 11% since July. In a recent research report, JPMorgan Chase provided an outlook on ASML's second-quarter performance, pointing out that the company needs to release signals of capacity expansion and strong demand for 2027 and beyond in order for the stock price to have a chance of breaking through.