ASML Holding NV ADR

ASML expects China to contribute about 20% of net sales in 2026, with first-half Chinese revenue at €2.9bn and rising demand driven mainly by Logic and domestic customers. At the same time, US lawmakers are pushing stricter export controls and proposals like the MATCH Act could block sales of even less advanced lithography tools to China, threatening ASML's orderbook. The company is balancing strong global AI-driven demand with geopolitical pressure from Washington while avoiding shipments of its most advanced EUV machines to China. » Mere på cnbc.com

ASML's monopoly in EUV lithography and rising bookings (€5.4bn in Q3 2025) position it to benefit from surging demand for advanced-node chips used in AI workloads. Industry capex on advanced chipmaking is forecast to climb sharply, supporting ASML's backlog and potential earnings growth beyond current analyst estimates. The company's equipment is critical to foundries' moves to smaller process nodes, underpinning continued order momentum into 2026. » Mere på finance.yahoo.com

ASML reports Q3 2025 revenue of €7.52 billion, slightly below market expectations of €7.7 billion. Gross margin fell to 51.6% and profit declined to €2.13 billion. The group nevertheless sticks to its forecast of around 15% revenue growth year-on-year and an annual margin of about 52%. » Mere på finanzen.net

ASML shares rose sharply in early trading after the Q3 figures and were last at €874.50, up about 3.3 percent. Orders significantly exceeded consensus estimates and, according to JPMorgan, confirm the improved market environment. The company did not give an annual forecast but indicated that revenues in 2026 will not be below those of this year, dispelling concerns about a weak business trend. Since early September the stock has gained more than 40 percent and is again approaching the summer 2024 record level. » Mere på de.investing.com

Jefferies has raised its price target for ASML from €660 to €780 but kept the rating at 'Hold'. The research firm expects tepid order development for European semiconductor companies in the third quarter and sees the outlook for 2026 as uncertain to subdued despite AI announcements. Due to recent share price gains, further upside for the sector should be limited; STMicro remains Jefferies' preferred stock. » Mere på finanzen.net