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ASML posts strong Q4 and record bookings driven by AI demand; Adyen's revenue grows 19% in December quarter.

Company Fundamentals
14 Apr 2026
Seeking Alpha
View Source
Neutral
pluang ai news

ASML reported solid fourth-quarter results and record bookings fueled by strong AI demand for DRAM and advanced logic chips. The company’s guidance for fiscal year 2026 is above market consensus, indicating confidence in continued growth. Meanwhile, Adyen reported December quarter results slightly below expectations but still achieved 19% year-over-year net revenue growth. Additionally, Baird's International and Global Growth Funds saw a majority of their portfolio companies meet or exceed earnings estimates during the quarter, reflecting overall positive earnings momentum.

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