ASML Holding N.V. New York Registry Shares (ASML)
ASML: Sell-Off Justified, Now A Buy In Tranches On Weakness
ASML's sharp post-earnings drop is justified by increased uncertainty for 2026, but the long-term growth story and market dominance remain intact. Management's refusal to guide for 2026 reflects only short-term macro and geopolitical risks, not a fundamental change in business outlook. Service revenue growth and a robust installed base provide stability, supporting double-digit annual growth potential through 2030 with improving margins.
U.S. chip supply faces tariff risk
CNBC's Deirdre Bosa joins 'The Exchange' to discuss ASML tariff fears impact on its cloud outlook.
The Risk/Reward Of ASML Was Good Already, Now It's Even Better
First system sold and robust financials, though 2026 growth forecast withdrawn, the long-term AI-driven story remains intact. ASML boasts strong revenue, profit growth, balance sheet, margins, and capital returns, while maintaining high R&D investment for innovation. At a TTM P/E of 28, ASML is historically cheap, which could provide a great entry point. Longer-term technicals support this thesis.
ASML: A Solid Quarter, But 2026 Looks Cloudy
ASML Holding posted solid Q2 results, but bookings remain volatile and growth visibility for 2026 is lacking, raising concerns about future momentum. Management's lack of confidence in 2026 growth is a major red flag, especially in the context of ongoing macro and industry headwinds. Despite strong technical moats and compressed valuation, I see no justification to upgrade my rating until High-NA proves itself.
ASML: Why I Am Buying The Dip
ASML Holding N.V.'s Q2 results beat expectations on sales, profits, and net bookings, but a muted 2026 growth outlook triggered a sharp stock selloff. Despite near-term uncertainty, robust AI demand and strong data center trends support my bullish long-term thesis for ASML stock. ASML is trading at a reasonable valuation compared to peers, with rising margins and solid fundamentals in the EUV equipment market.
ASML Holding N.V. (ASML) Q2 2025 Earnings Call Transcript
ASML Holding N.V. (NASDAQ:ASML ) Q2 2025 Earnings Conference Call July 16, 2025 9:00 AM ET Company Participants Christophe D.
Top Stock Movers Now: J&J, ASML, Tesla, and More
Major U.S. equities indexes were little changed at midday Wednesday after a report on wholesale inflation showed a surprising slowdown in June.
ASML's stock price is dropping today after the semiconductor giant issued this critical warning about 2026
One of the most critical companies in the chipmaking industry is seeing its stock price drop precipitously today.
Market Overreacts To ASML Q2 Earnings, Calm Heads Won't
ASML Holding N.V. delivered strong Q2 results, they beat revenue and margin expectations, with net bookings rebounding sharply and full-year 2025 guidance confirmed at midpoint. The stock dropped due to management's refusal to confirm 2026 growth, but I see this as an overreaction and a buying opportunity at a 6% discount. The demand for advanced chips remains robust, and ASML is well positioned to benefit from long-term semiconductor industry growth despite tariff headwinds.
This ASML Dip Could Be Gone Before You Know It—Don't Miss Out
ASML Holdings' NASDAQ: ASML stock price plunged more than 8% in pre-market trading following the release of its Q2 earnings, opening up a buying opportunity that is unlikely to last long.
3 Ridiculously Discounted Growth Stocks to Buy Now
Key Points in This Article: Buying beaten-down stocks allows investors to purchase high-quality companies at bargain prices, capitalizing on market overreactions.
Semiconductor Stock Slides on 2026 Growth Warning
Netherlands-based semiconductor stock ASML Holding NV (NASDAQ:ASML) is weighing on the chip sector today.
