ASML Holding

ASML is the world's only supplier of EUV lithography systems, which enable particularly powerful and energy-efficient chips. The company earns from selling the equipment as well as from maintenance, software and technical upgrades to installed systems. Close collaboration with customers and specialized suppliers creates high barriers to market entry and makes ASML the bottleneck behind the AI boom. » Altro su finanzen.net

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. » Altro su 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. » Altro su deraktionaer.de