ASML Holding

ASML reports record third-quarter revenue of €11.7 billion and a net profit of nearly €5 billion, driven by higher sales of lithography systems and a strong service business. Gross margin improved to 57.5%, and the full-year 2026 guidance was raised to €44–45 billion in revenue with around a 56% gross margin. Customer order books extend into 2029/2030; ASML plans capacity expansions of about 30% in both 2027 and 2028 and is considering price increases starting in 2028. Remaining risks include export restrictions to China and vulnerability to semiconductor investment cycles; the high valuation already reflects strong growth expectations. » Mere på finanzen.net

ASML increased revenue in the third quarter to €11.66 billion (+25% from the previous quarter) and raised the gross margin to 57.5 percent. For 2026 the company expects annual revenue of €44–45 billion and plans to expand capacity by 30% in 2027; however, CEO Christophe Fouquet warns that the planned supply for 2027/2028 will not fully meet customer demand. The stock was caught up in the chip sell-off and is about 15 percent below its 52-week high; technical support zones are around €1,375 and a break could endanger the long-term uptrend. » Mere på deraktionaer.de

ASML reports record results in the third quarter: revenue rose to €11.66 billion, gross margin climbed to 57.5% and EBIT to €5.17 billion; earnings per share were €12.93. Management raised the full-year outlook, expects Q4 revenue of €14.2–15.2 billion and plans buybacks of €4.1 billion. Due to very strong AI-driven demand, planned capacity expansions for 2028 will be significantly above previous plans; orders for 2029/2030 are already in hand. Valuation remains very high, so future share performance will depend heavily on financing and the sustainability of AI investments. » Mere på finanzen.net