ASML stock is in a cup base that has a buy point at 1547.22 after first-quarter results beat Wall Street's estimates.
The semiconductor lithography specialist beat earnings estimates and updated its guidance. Demand for logic and memory chips gives ASML a multi-year runway for accelerated growth.
Deepwater's Gene Munster said AI-driven momentum is overpowering geopolitical and macro concerns, keeping markets resilient and shaping sector performance.
ASML rides AI-driven chip demand to strong Q1 growth, with rising EUV adoption, premium margins and upbeat 2026 sales outlook.
The Dutch giant ASML (NASDAQ: ASML), a company whose machines are critical for global semiconductor manufacturing, is due to pay its second dividend of 2026 on May 5, following a dynamic April.
ASML reported Q1 2026 results in line with guidance, with sales of €8.8B and gross margins at 53%. Raised full-year revenue guidance to €36–€40B, but margin improvement is deferred due to ramp-up costs and production scaling. Free cash flow burn widened, yet future EBITDA and cash flow estimates for 2027–2028 have increased, supporting a positive long-term outlook.
ASML Holding's EUV dominance, rising chip demand and strong 2026 outlook position it ahead of Applied Optoelectronics despite booming AI data center growth.
I find it quite remarkable how quickly ASML was able to expand the capacity despite having a maze-like supply chain. ASML management declined to take advantage of its customers for what could turn out to be a temporary phenomenon. ASML increased the revenue guidance from EUR 34-39 billion to EUR 36-40 billion for 2026.
Semiconductor manufacturing equipment maker ASML Holding NASDAQ: ASML took off in 2025, and hasn't looked back much since. Shares delivered a total return of nearly 56% last year, and 2026 has seen more of the same.
ASML Holding N.V. exceeded Q1 expectations with €8.8B net sales and €2.76B net profit while sentiment remains muted amid AI cycle concerns. Growth is slowing: FY2026 net sales may be half of FY2025, with memory chip equipment now dominating net system sales. Geopolitical constraints, notably reduced China sales, and rising grassroots opposition to datacenters in the U.S. pose structural risks to ASML's forward demand.
ASML Q1 EPS rises 19% to EUR 7.15, and sales grow 13% to EUR 8.77B as EUV demand holds firm, prompting a higher 2026 revenue outlook.
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling.