ASML Holding N.V. (NASDAQ:ASML ) Q2 2025 Earnings Conference Call July 16, 2025 9:00 AM ET Company Participants Christophe D.
Major U.S. equities indexes were little changed at midday Wednesday after a report on wholesale inflation showed a surprising slowdown in June.
One of the most critical companies in the chipmaking industry is seeing its stock price drop precipitously today.
ASML Holding N.V. delivered strong Q2 results, they beat revenue and margin expectations, with net bookings rebounding sharply and full-year 2025 guidance confirmed at midpoint. The stock dropped due to management's refusal to confirm 2026 growth, but I see this as an overreaction and a buying opportunity at a 6% discount. The demand for advanced chips remains robust, and ASML is well positioned to benefit from long-term semiconductor industry growth despite tariff headwinds.
ASML Holdings' NASDAQ: ASML stock price plunged more than 8% in pre-market trading following the release of its Q2 earnings, opening up a buying opportunity that is unlikely to last long.
Key Points in This Article: Buying beaten-down stocks allows investors to purchase high-quality companies at bargain prices, capitalizing on market overreactions.
Netherlands-based semiconductor stock ASML Holding NV (NASDAQ:ASML) is weighing on the chip sector today.
ASML Holding N.V. had a great quarter looking backward, but looking forward, it's signaling big trouble, unable to confirm growth for 2026. Tariff uncertainty and U.S.-China trade tensions are the main overhangs, not fundamentals. EUV demand, particularly from AI-driven memory transitions, remains the primary growth catalyst, with ASML uniquely positioned as the sole supplier of EUV.
ASML Holding N.V.'s sequentially inline FQ3 '25 and lowered FY2025 guidance have triggered a notable correction during pre-market action, with it signaling the uncertain H2'25 tariff risks. Despite the expanded manufacturing capacity, Intel and Samsung have opted to pause/ moderate their capex plans, with much of ASML's hopes squarely placed on TSMC's shoulders. Thanks to the multi-year cloud super cycle, TSM has already raised their overall U.S. investment plans to $165B, with it likely benefiting ASML significantly as the undeniable lithography market leader.
ASML Holding N.V. delivered a double beat on Q2 earnings and revenue, continuing its streak of outperforming conservative guidance and analyst expectations. Despite strong results, shares fell due to management's guidance aligning with the midpoint rather than the high end, disappointing some investors. ASML's dominant market position, solid margin expansion, and strong long-term demand from AI and chipmakers underpin its compelling growth outlook.
Stock futures were making small moves early Wednesday, with investors watched more big-bank earnings after Bank of America (BAC) reported mixed results; bitcoin (BTCUSD) rose after legislators vowed to move cryptocurrency legislation forward; chipmakers' shares pointed lower after ASML Holding (ASML) warned that growth could stall in 2026; Johnson & Johnson (JNJ) rose after it lifted its full-year guidance and reported better-than-expected quarterly results.
The chip tool maker said it couldn't guarantee growth in 2026 due to the uncertainty caused by U.S. tariffs.