ASML's NASDAQ: ASML stock price could hit new highs because it is well-positioned for the AI boom, and the chart action is bullish. Up 40% since early September, the market for this semiconductor equipment maker is rallying strongly amid the AI news cycle and analysts' sentiment trends, which are driving it toward a new all-time high.
ASML Holding N.V. (NASDAQ:ASML ) Q3 2025 Earnings Call October 15, 2025 9:00 AM EDT Company Participants Jim Kavanagh - Vice President of Investor Relations Christophe Fouquet - President, CEO and Chair of the Board of Management R.J.M.
ASML's latest quarter looked strong, but one subtle shift in its bookings mix hints at where the chip cycle really stands. Beneath solid numbers lies a quiet transformation — from 2D scaling to 3D integration — that could define ASML's next chapter. After a 60% gain, investors face a tougher challenge: knowing when strength becomes stagnation and deciding how to manage their stake.
Chipmaking equipment supplier ASML says it's upbeat on AI demand, even in the face trade policy headwinds.
Dutch tech giant ASML warned Wednesday of a steep fall in its China business next year, as it booked flat net profits in the third quarter of 2025 compared to the same period last year.
ASML Holding N.V. (NASDAQ:ASML ) Q3 2025 Earnings Call October 15, 2025 1:00 AM EDT Company Participants Jim Kavanagh - Vice President of Investor Relations R.J.M.
The Dutch group reported a rise in orders of its chip-making equipment for the third quarter, as well as net profit, and the company confirmed its guidance for 2025.
The firm said it does not expect 2026 total net sales to be below 2025 and warned that it expects customer demand and sales in China to decline significantly next year compared to 2024 and 2025. Dado Ruvic | Reuters Dutch semiconductor equipment ASML on Wednesday looked to allay concerns over 2026 growth as it warned that it expects a "significant" sales decline in China.
ASML , the world's biggest supplier of computer chip-making equipment, on Wednesday reported third quarter bookings which were above market expectations.
ASML is an indispensable supplier to giants like TSMC, Intel, and Samsung, who cannot produce cutting-edge chips without them. There's a historically strong correlation (+0.85) showing that TSMC's capital spending predicts ASML's revenue six quarters later. Recent and planned increases in spending by TSMC and other fabs signal a significant future revenue boom for ASML.
Multi-billion dollar deals between AI firms and computer chipmakers are expected to strengthen top semiconductor equipment maker ASML's outlook when it reports third-quarter earnings on Wednesday.
ASML's Q3 performance is likely to reflect benefits from robust AI-driven demand for EUV systems, partially offset by China's trade pressures.