Morgan Stanley reiterates ASML as Top Pick; price action implies 93 EUV Low NA tools in FY28
BenBajarin · x · 2026-11-06
Analyst Ben Bajarin endorses Morgan Stanley's call that ASML is the best-positioned stock for outperformance amid weaker AI sentiment. The accompanying chart shows latest price action implies 93 EUV Low NA tools shipping in FY28 — below the Visible Alpha consensus of 110 but above MS's own FY28 estimate of 103.
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