ASML Holding N.V. New York Registry Shares (ASML)
ASML Q1 2026 Earnings Update
I find it quite remarkable how quickly ASML was able to expand the capacity despite having a maze-like supply chain. ASML management declined to take advantage of its customers for what could turn out to be a temporary phenomenon. ASML increased the revenue guidance from EUR 34-39 billion to EUR 36-40 billion for 2026.
ASML Falls Post-Earnings, Chip-Making Expansion Anchors Outlook
Semiconductor manufacturing equipment maker ASML Holding NASDAQ: ASML took off in 2025, and hasn't looked back much since. Shares delivered a total return of nearly 56% last year, and 2026 has seen more of the same.
ASML Q1 Earnings Review: Sales Growth Slows, Memory Dominates Compute
ASML Holding N.V. exceeded Q1 expectations with €8.8B net sales and €2.76B net profit while sentiment remains muted amid AI cycle concerns. Growth is slowing: FY2026 net sales may be half of FY2025, with memory chip equipment now dominating net system sales. Geopolitical constraints, notably reduced China sales, and rising grassroots opposition to datacenters in the U.S. pose structural risks to ASML's forward demand.
ASML Holding Q1 Earnings Beat Estimates, Revenues Rise Y/Y
ASML Q1 EPS rises 19% to EUR 7.15, and sales grow 13% to EUR 8.77B as EUV demand holds firm, prompting a higher 2026 revenue outlook.
ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling.
Strong ASML, TSMC forecasts signal AI spending boom is intact
Strong forecasts from ASML and TSMC this week point to another quarter of hefty spending by American cloud-computing giants as they race to secure advanced chips needed for their artificial intelligence build-outs.
ASML Holding N.V. (ASML) Q1 2026 Earnings Call Transcript
ASML Holding N.V. (ASML) Q1 2026 Earnings Call Transcript
Buy the Rumor, Sell the News? ASML Falls Despite the Beat-and-Raise Quarter
The semiconductor equipment business keeps humming along the AI boom, where every new data center and accelerator chip demands ever-more-precise tools to shrink transistors.
ASML presents investors with a mixed bag despite upgrade
UBS's prediction of a muted share price reaction to ASML Holding NV's (NASDAQ:ASML, XETRA:ASME) first-quarter results proved prescient, with the stock trading sideways after the numbers fell broadly in line with buy-side expectations. That said, the Dutch semiconductor equipment maker's upgraded full-year guidance should drive modest upward revisions to consensus forecasts, the Swiss bank noted.
ASML Holding N.V. (ASML) Q1 2026 Earnings Call Transcript
ASML Holding N.V. (ASML) Q1 2026 Earnings Call Transcript
Struggling to keep pace with demand, ASML raises outlook after barnstorming first quarter
“The supply will not meet the demand for the foreseeable future”, was how ASML's chief executive officer, Christophe Fouquet, characterized the prospects for his company in 2026, after announcing a beat and a raise for the first quarter.
ASML lifts 2026 sales forecast as AI demand drives profit growth
ASML Holding NV (NASDAQ:ASML, XETRA:ASME), Europe's largest company by market capitalisation, has raised its full-year sales forecast and reported a sharp rise in first-quarter profits, as surging AI-related investment drives accelerating demand for its semiconductor manufacturing equipment. Shares were little changed on Wednesday, having already gained nearly 7% in the run-up to the results and 31% since the start of the year.
