ASML Holding N.V. New York Registry Shares (ASML)
ASML Stock: Strong AI Demand Strengthens Buy Case
ASML Holding N.V. delivered strong Q2 2026 results, raising full-year sales guidance to €43–45 billion and gross margin to 54–56%. Volume growth across advanced logic, DRAM, immersion systems, and installed-base upgrades underpins the upgraded outlook, with capacity expansions planned through 2028. EBITDA and free cash flow estimates for 2026–2028 were lifted by 24% and 28%, respectively, supporting a bullish price target of $2,259 (30% upside).
ASML And TSMC: The AI Buildout Is Getting More Expensive
ASML Holding N.V. and Taiwan Semiconductor Manufacturing Company Limited both raised 2026 revenue and capex outlooks, reflecting surging AI-driven demand for advanced semiconductor capacity. ASML's installed-base management revenue is growing over 30%, with memory-related system sales expected to rise more than 75% this year amid a 'perfect storm' in DRAM. TSMC's advanced node demand is robust, driving its 2026 revenue growth outlook above 40% and capex guidance to $60–64 billion, confirming ASML's expansion plans.
ASML Q2 2026: Sales Growth Flattens, China Risks Intensify
ASML Holding faces valuation pressure despite stable sales and net income growth, as forward risks remain unresolved. Sales to China have sharply declined from nearly half to under 20%, with future performance hinging on evolving US export restrictions. ASML's updated guidance targets €43–45 billion in sales and 54–56% gross margin, driven by EUV and DUV capacity expansions.
U.S.-China AI feud sees ASML walk tightrope between sales and geopolitics
China will contribute around 20% of ASML's revenue across the whole of 2026, the company's CFO said. While that figure is a sizable drop from previous years, political headwinds in the U.S. are pushing for stricter export controls on sales of chipmaking hardware to Beijing.
Should You Buy, Sell or Hold ASML Stock Post Q2 Earnings?
ASML's strong Q2 growth, expanding margins and AI-driven demand support its outlook, but a premium valuation and muted estimates cloud its appeal.
ASML Q2 Earnings Call Lifts Outlook on AI-Driven Demand
ASML Holding raises its 2026 outlook as AI-driven chip demand strengthens, while capacity expansion and pricing flexibility support growth.
ASML Holding's Q2 Earnings Beat Estimates, Revenues Rise Y/Y
ASML tops Q2 earnings and revenue estimates as stronger Installed Base Management sales and lithography shipments drive higher margins and a stronger 2026 outlook.
Price Prediction: ASML Could Hit $2,000+ in 12 Months With AI Demand Fueling Lithography Growth
Ahead of ASML's Q2 2026 earnings report, AI capex is pulling forward lithography demand, and the world's only supplier of EUV systems is raising guidance again.
Why ASML's AI Monopoly Is Still Getting Stronger
ASML NASDAQ: ASML holds a monopoly on foundational AI technology, making it the most structurally sound tech investment you can own. Its Extreme Ultraviolet (EUV) lithography machines are the only ones capable of printing AI-capable circuitry, and they are in high demand.
ASML has room to raise prices, CFO says
ASML has room to raise prices for some of its chipmaking equipment, its chief financial officer said on Wednesday, after an earnings report in which it said its capacity to produce cutting-edge EUV tools is nearly fully booked through the end of 2027.
ASML Q2: The Business Is Better Than Ever, The Stock Isn't
ASML Holding N.V. delivered a strong Q2, with €9.3B in sales and EPS of €7.59, beating expectations. ASML management raised 2026 guidance to €43–45B revenue and up to 56% gross margin, citing robust long-term demand visibility. Customer long-term agreements are reducing cyclicality, enhancing earnings quality, and supporting premium valuation.
ASML Earnings Add Muscle to Global AI Story
Marley Kayden walks us through ASML Holding's (ASML) strong first half of the year. She says the company gained after beating on earnings and is planning a 30% capacity expansion in each of the next two years.
