ASML Holding N.V. New York Registry Shares (ASML)
ASML: 3 Key Takeaways for Long-Term Investors
ASML generated record total net sales of €11.7 billion in Q3. Management completed price increases for its most critical chipmaking products.
ASML Can't Keep Up With 2027 or 2028 Demand. Is It the Best AI Stock to Buy Now?
ASML plans to increase manufacturing capacity beyond its prior 30% target. Customers are interested in placing orders for 2029 and 2030.
ASML: €50+ Billion In EBIT By 2030? Wall Street Is Still Behind
ASML delivered a robust Q3, with sales of €11.66B, gross margin at 57.5%, and net income of €4.96B. Demand for ASML's equipment is running well ahead of planned capacity through 2027–28, with customers already inquiring about 2029/2030 orders. ASML has secured price increases on critical products, expected to structurally lift margins, with full benefit beginning in 2028.
ASML: An Earnings Monster With More Room To Run
ASML delivered a stellar Q3, with 55% YoY revenue growth and gross margin expanding to 57.5%. Strong customer downpayments signal robust forward demand, with capacity expansion now planned beyond 2028 targets. Management successfully negotiated higher prices for key products, with margin-accretive effects expected from 2027 onward.
ASML Can't Keep Up With AI Demand—Why That's a Good Thing
The company-specific signal is that demand is high—so high, in fact, that planned 30% capacity increases over the next two years won't cover it. According to CEO Christophe Fouquet, demand will exceed supply through 2028, pushing the company to make critical decisions.
ASML Q3 Earnings Call Highlights Capacity Expansion Plans
ASML plans further capacity expansion as AI-driven chip demand outpaces equipment supply, with stronger memory investments and pricing gains shaping its outlook.
Should You Trade ASML Stock With Caution Despite Q3 Earnings Beat?
ASML's Q3 earnings beat and AI-driven demand signal growth, but revenue misses, capacity constraints and rising costs raise concerns about the stock's outlook.
Why Great Earnings Are Being Punished Right Now
ASML and Goldman Sachs just delivered blowout quarters and their stocks got punished anyway. Something in the market has shifted, and it has nothing to do with how these companies are actually performing.
ASML vs. Applied Materials: Which Chip-Equipment Stock Is the Better Buy?
Applied Materials holds a broad portfolio of leading wafer fabrication equipment. ASML dominates the lithography equipment market.
ASML Q3: These Yellow Flags Don't Scare Me, But The Valuation Does
ASML Holding N.V. remains a high-quality company with strong execution and robust demand, but current valuation limits upside potential. Q3 results showed 55% YoY revenue growth and solid margins (57.5%), with guidance exceeding market expectations, yet valuation concerns persist. Demand momentum is strong, especially for EUV and legacy equipment, but capacity constraints and geopolitical risks (notably China and Taiwan) introduce uncertainties.
ASML: Huge Earnings Beat
ASML Holding N.V. delivered strong Q3 results, with 55% revenue growth and a 20% EPS beat, but shares showed muted reaction. Q3 gross margin improved to 57.5% and operating margin exceeded 44%, reflecting robust demand and pricing power amid AI-driven chip investment. Guidance for Q4 points to continued sequential and year-over-year revenue growth, though seasonality is a factor in the outlook.
ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss
ASML's Q3 2026 earnings beat estimates despite a revenue miss, as AI-driven lithography demand, surging upgrade sales and higher margins fueled growth.
