ASML Holding raises its 2026 outlook as AI-driven chip demand strengthens, while capacity expansion and pricing flexibility support growth.
ASML tops Q2 earnings and revenue estimates as stronger Installed Base Management sales and lithography shipments drive higher margins and a stronger 2026 outlook.
Ahead of ASML's Q2 2026 earnings report, AI capex is pulling forward lithography demand, and the world's only supplier of EUV systems is raising guidance again.
ASML NASDAQ: ASML holds a monopoly on foundational AI technology, making it the most structurally sound tech investment you can own. Its Extreme Ultraviolet (EUV) lithography machines are the only ones capable of printing AI-capable circuitry, and they are in high demand.
ASML has room to raise prices for some of its chipmaking equipment, its chief financial officer said on Wednesday, after an earnings report in which it said its capacity to produce cutting-edge EUV tools is nearly fully booked through the end of 2027.
ASML Holding N.V. delivered a strong Q2, with €9.3B in sales and EPS of €7.59, beating expectations. ASML management raised 2026 guidance to €43–45B revenue and up to 56% gross margin, citing robust long-term demand visibility. Customer long-term agreements are reducing cyclicality, enhancing earnings quality, and supporting premium valuation.
Marley Kayden walks us through ASML Holding's (ASML) strong first half of the year. She says the company gained after beating on earnings and is planning a 30% capacity expansion in each of the next two years.
ASML Holding NV (NASDAQ:ASML, XETRA:ASME) shares rose about 3% at the open on Wednesday after the semiconductor equipment maker reported second quarter results that topped expectations and raised its full-year 2026 revenue forecast. The company posted second-quarter revenue of €9.33 billion (US$10.66 billion), above analyst estimates of €8.8 billion.
Stock futures are pointing to a higher open as investors digest a flurry of earnings reports from major companies; oil prices are higher as the U.S. and Iran continue to trade strikes; PayPal shares are surging following a report that Stripe and Advent International have made a joint offer to buy the payments giant; ASML shares are gaining after the maker of chip manufacturing equipment reported strong results and lifted its sales forecast; and Morgan Stanley, Johnson & Johnson, Conagra and United are among the other big names reporting earnings today. Here's what you need to know today.
The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm.
Stocks look set to build on their recent gains as investors try to make sense of another batch of quarterly earnings reports.
Top computer chip equipment maker ASML said its capacity expansion plans in 2027 and 2028 unveiled on Wednesday along with second-quarter earnings take into account demand for its tools from Elon Musk's planned Terafab chip production facility in Texas.