European equities surged early in 2025, but their momentum looks fragile after Washington and Brussels agreed to a 15 % tariff deal. Chart weakness in tech giants ASML and SAP and a flattening Euro Stoxx 50 ETF suggest investors should tread carefully despite the headlines.
ASML delivered strong Q2 2025 results, beating expectations on revenue and profit, with gross margins above 53%. Stock weakness is driven by management's warning of potential 'no growth' in 2026, due to tariff uncertainty and delayed CAPEX spending. Despite political risks and cyclical volatility, ASML's fundamentals remain robust, with clear long-term growth guidance and a strong AI-driven outlook.
ASML (NASDAQ:ASML), the prominent Dutch semiconductor equipment manufacturer, has experienced a stock drop of nearly 5% over the past week, remaining down by 11% in the last month due to trade tensions that have prompted the company to issue a softer financial forecast. In its Q2 2025 earnings report, ASML cautioned that it could no longer assure that its revenue would increase in 2026, overshadowing an otherwise strong quarter.
![]() ASML In 1 day Announced | Quarterly | $1.58 Per Share |
![]() ASML 3 months ago Paid | Quarterly | $1.92 Per Share |
![]() ASML 5 months ago Paid | Quarterly | $1.57 Per Share |
![]() ASML 8 months ago Paid | Quarterly | $1.64 Per Share |
![]() ASML 11 months ago Paid | Quarterly | $1.64 Per Share |
21 Oct 2025 (In 2 months) Date | | 6.28 Cons. EPS | - EPS |
15 Oct 2025 (In 2 months) Date | | 6.4 Cons. EPS | - EPS |
15 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
16 Jul 2025 Date | | 6.03 Cons. EPS | 5.9 EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
![]() ASML In 1 day Announced | Quarterly | $1.58 Per Share |
![]() ASML 3 months ago Paid | Quarterly | $1.92 Per Share |
![]() ASML 5 months ago Paid | Quarterly | $1.57 Per Share |
![]() ASML 8 months ago Paid | Quarterly | $1.64 Per Share |
![]() ASML 11 months ago Paid | Quarterly | $1.64 Per Share |
21 Oct 2025 (In 2 months) Date | | 6.28 Cons. EPS | - EPS |
15 Oct 2025 (In 2 months) Date | | 6.4 Cons. EPS | - EPS |
15 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
16 Jul 2025 Date | | 6.03 Cons. EPS | 5.9 EPS |
16 Apr 2025 Date | | - Cons. EPS | - EPS |
Semiconductors Industry | Technology Sector | Christophe D. Fouquet CEO | XMIL Exchange | USN070592100 ISIN |
NL Country | 43,129 Employees | 29 Jul 2025 Last Dividend | 1 Oct 2007 Last Split | - IPO Date |
ASML Holding N.V., established in 1984 and headquartered in Veldhoven, the Netherlands, stands at the forefront of the semiconductor equipment industry, offering cutting-edge technology solutions to chipmakers globally. The company has evolved from its initial name, ASM Lithography Holding N.V., to ASML Holding N.V. in 2001, marking its growth and expanded vision. ASML’s reach spans across major technology hubs, including Japan, South Korea, Singapore, Taiwan, China, the Netherlands, Europe, the Middle East, Africa, and the United States, cementing its position as a pivotal player in the semiconductor manufacturing sector.
Advanced Semiconductor Equipment Systems: ASML engineers, markets, and supports a spectrum of semiconductor equipment systems essential for the production of integrated circuits (ICs). This includes pioneering solutions in lithography, metrology, and inspection, tailored to meet the demands of next-generation chip manufacturing.
Extreme Ultraviolet (EUV) Lithography Systems: These systems are at the heart of microchip production, enabling the creation of circuits smaller than ever before. EUV lithography is crucial for manufacturing the most advanced semiconductor nodes, pushing the boundaries of miniaturization and performance.
Deep Ultraviolet (DUV) Lithography Systems: Comprising both immersion and dry lithography solutions, DUV systems are versatile tools for creating a wide array of semiconductor nodes and technologies. They continue to play a crucial role in chip manufacturing, offering flexibility and precision.
Metrology and Inspection Systems: ASML’s metrology and inspection offerings, such as the YieldStar optical metrology systems and HMI electron beam solutions, are designed to ensure the highest quality standards. These systems allow for the detailed assessment of patterns on wafers and are pivotal in locating and analyzing defects at an individual chip level.
Computational Lithography Solutions: To complement its hardware offerings, ASML also provides sophisticated computational lithography tools. These solutions enhance the capabilities of lithography systems through advanced algorithms and software, enabling more precise and efficient patterning.
Lithography Systems Software and Control: The comprehensive software solutions and controls developed by ASML are integral to optimizing the performance and output of its lithography systems. This includes offerings that enhance processing speed, precision, and reliability through the lifecycle of the equipment.
Refurbishment and Upgrades: Beyond its new products, ASML extends the life and performance of existing lithography systems through refurbishment and upgrades. This service ensures that chipmakers can continue to achieve high-quality production without the immediate need for new equipment investments.
Customer Support and Related Services: A cornerstone of ASML’s offering is its extensive customer support and related services. This ensures that clients receive the assistance they need to maintain optimal operations, ranging from technical support to training and maintenance services, across its global operation sites.