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Shay Boloor reports that Futurum Equities has reiterated its Buy rating on ASML, setting a price target of $2,580.
Boloor adds that the firm's model forecasts approximately $80 billion in ASML revenue for 2028 as EUV system capacity reaches 110 units. The 2028 forecast for wafer-fab equipment spending has been raised to $225 billion.
Boloor previously highlighted SNDK as the highest gainer among the top 15 stock performers for 2026. In a separate report, he noted that Polymarket odds of Anthropic reaching a $2 trillion valuation by year-end rose to 47 percent. These coverage items reflect Boloor's continued tracking of high-growth technology and semiconductor names.