ASML benefits from strong demand driven by AI and cloud spending, leading to increased EUV capacity and higher 2026 guidance. However, the stock's price has surged beyond fair value estimates, offering little margin of safety. Technical signals and lack of near-term catalysts indicate a possible bull trap, especially with potential selling pressure after the ex-dividend date. Investors are advised to hold and consider buying on a price correction toward $1,150 to $1,250 by March 2026.
ASML reported strong Q2 earnings with EPS of $8.69, surpassing estimates of $7.98, and revenue of $10.67 billion, exceeding forecasts of $10.23 billion. The company attributes this growth to increased demand for AI chips, prompting customers to accel...
ASML Holding N.V. reported strong Q2 results with €9.3 billion in sales and earnings per share of €7.59, surpassing market expectations. The company raised its 2026 revenue guidance to between €43 billion and €45 billion, with a gross margin target o...
The FTSE 100 index fell slightly, dragged down by mining stocks reacting to China's slower GDP growth of 4.3% in Q2, its weakest in three years. Despite this, oil prices remained steady amid US-Iran tensions. PayPal shares jumped over 14% following r...
ASML reported Q2 revenue of €9.33 billion and net income of €2.92 billion, exceeding analyst expectations. The company raised its full-year 2026 revenue outlook to €43-45 billion, driven by strong demand for AI-related advanced logic and memory chips...
The FTSE 100 dropped 23 points to 10,506, pressured by mining stocks reacting to China's slower-than-expected 4.3% GDP growth in Q2, its weakest in three years. European markets also declined, while US futures rose, led by tech. PayPal shares surged ...
