ASML Holding N.V. New York Registry Shares (ASML)
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.
ASML's Record Orders Smash Estimates as AI Spurs Chip Equipment Demand
ASML Holding ( NASDAQ:ASML ) just delivered the numbers Wall Street has been waiting for.
ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs
Dutch semiconductor chip machine maker ASML recorded a record net profit of 9.6 billion euros ($11.5 billion) in 2025 on sales of 32.7 billion euros fueled by AI-driven demand, the company reported Wednesday as it also announced plans to slash its workforce by about 1,700, about 4% of its workforce.
ASML bookings blow past estimates as SK Hynix plans capital-expenditure boost
Rarely have two earnings reports so neatly aligned, as microchip equipment maker ASML Holding reported surprisingly strong orders growth as memory-chip producer SK Hynix said it would make a “considerable increase” in capital expenditure.
ASML Ends 2025 With Record Orders as AI Spending Remains Healthy
The company logged record quarterly orders of its semiconductor-making equipment and said it expects healthy sales growth this year.
Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues
Analysts expect memory chipmakers to increase capacity to mitigate a shortage in the component which could benefit ASML. Bookings, one of the most closely-watched metrics from investors, came in at 13.2 billion euros ($15.8 billion), ahead of estimates.
