ASML Holding N.V. New York Registry Shares (ASML)
Why Outstanding Results Aren't Enough
ASML has great earnings – and investors sell
ASML: Reality Check After Doubling To All-Time Highs (Downgrade)
ASML doubled in seven months after a prior lack of visibility into 2026. Now, management expects 2026 to be a growth year. Record net bookings and 1+ years of backlog support the reignited growth story.
ASML Finally Breaks Out. But, Valuation Says Don't Chase Now
ASML Holding N.V. dominance in advanced lithography systems has finally conferred it the market's confidence in supplying to the AI chipmakers. Recent Q4 bookings skewed 56% toward memory, indicating new growth optionality and improved market visibility for ASML's order pipeline. Despite high confidence in ASML's EUV monopoly and AI infrastructure buildout, the stock trades at a steep 44x forward earnings versus a 32x sector median.
ASML Holding Q4 Earnings Miss Expectations, Revenues Rise Y/Y
ASML posts Q4 earnings miss despite 4.9% Y/Y revenue growth, with EUV-driven Systems sales offset by weaker Services and higher costs.
Is chip giant ASML about to hit a ceiling, or break through it?
ASML's latest results reignited the rally that has made it Europe's most valuable company, until questions about its capacity to meet record orders sent the stock sliding - highlighting just how stretched expectations have become.
Why Nvidia's AI boom couldn't happen without Dutch chip equipment maker ASML
Dutch semiconductor equipment company ASML is the only company in the world that makes extreme ultraviolet (EUV) lithography machines used to produce the most advanced semiconductors. The most advanced machines can sell for between 320 million and 400 million euros ($383 million - 478 million), analysts told CNBC.
ASML: Not Cheap, But The 2027-28 Setup Looks Real (Upgrade)
ASML Holding N.V. is upgraded to Buy as a robust semiconductor capex cycle materializes for 2027-28, supported by recent earnings and guidance beats. Q4 bookings hit a record €13.2B, nearly double expectations, with FY26 revenue guidance of €36.5B at midpoint, above consensus. Management authorized a €12B buyback through 2028 and raised the 2025 dividend by 17% to €7.50 per share.
ASML: Smashing Records Amid The AI Boom, Raising My Price Target (Downgrade)
ASML Holding N.V. delivered record Q4 bookings of €13.2 billion, far exceeding consensus and driving shares to new highs. I downgrade ASML to Hold, citing valuation after a 50% rally, despite raising my price target and noting strong technical momentum. 2026 guidance calls for €34–39 billion in net sales and 51–53% gross margin, with High-NA EUV ramp and China operations as key drivers.
ASML: Good Results, But Don't Buy
ASML Holding N.V. posted solid Q4 results, with 5% revenue growth and strong order intake, but shares now trade at elevated valuations. Net bookings surged to €13.2 billion, outpacing revenues and signaling robust future demand, especially from memory chip producers. ASML's gross margin improved slightly to above 52%, but higher R&D spending offset operating leverage, keeping earnings growth at a modest 7%.
ASML beats on Q4 orders as AI demand lifts outlook
ASML Holding NV (NASDAQ:ASML, XETRA:ASME), the world's largest supplier of chipmaking equipment, posted stronger-than-expected orders for the fourth quarter and raised its medium-term outlook on Wednesday, citing growing confidence among customers in the sustainability of artificial intelligence-related demand. The Dutch company reported Q4 bookings of 13.16 billion euros, nearly double market expectations, driven by strong demand for its advanced extreme ultraviolet (EUV) lithography systems.
ASML bookings impress but analysts say earnings need to deliver in 2026
Earnings from ASML Holding NV (XETRA:ASME, NASDAQ:ASML) on Wednesday reminded the market why it sits at the centre of the global semiconductor cycle, delivering a surge in orders that dwarfed expectations and underpinned an upgrade to guidance for the 2026 financial year. The chipmaking equipment maker's headline was bookings, as new orders reached €13.2 billion in the fourth quarter, almost double consensus and far ahead of analyst assumptions.
Wall Street Breakfast Podcast: ASML Trims The Ranks
ASML Holding (ASML) will cut 1,700 jobs, mainly in management, to streamline operations and boost engineering efficiency. ASML reported record Q4 bookings of €13.2B and raised 2026 net sales guidance to €34B–€39B, above prior estimates.
