ASML Holding N.V. posted a strong Q3 with 55% year-over-year revenue growth and solid margins at 57.5%, exceeding market expectations. Demand remains robust, especially for EUV and legacy equipment, but capacity constraints and geopolitical risks, particularly involving China and Taiwan, create uncertainties. Despite strong execution and growth prospects, the current high valuation means limited upside potential, leading to a Hold rating. The market has largely priced in growth through 2028, reducing chances for significant multiple expansion or outsized returns.
ASML shares are trading at USD 1,637.00 on Pluang as of Oct 15, 2026 06:41 WIB, down 4.70% in one day. This price movement contrasts with the article's focus on strong Q3 revenue growth and solid margins but highlights investor caution possibly linked to the high valuation concerns mentioned. The stock's market cap stands at $647.08 billion, with a balanced order activity of 48% Sell and 52% Buy, reflecting mixed sentiment among Pluang users.
ASML Holding posted a strong Q3 2026 earnings per share of $14.65, beating estimates of $12.17, driven by a 55% year-over-year sales growth and a 57.5% gross margin. Although revenue was slightly below expectations at $13.05 billion, the company bene...
ASML Holding N.V. posted strong Q3 results, showing 55% revenue growth and beating earnings per share estimates by 20%. The company improved its gross margin to 57.5% and operating margin to over 44%, driven by strong demand and pricing power amid AI...
ASML Holding N.V. maintains a Buy rating with a revised price target of $2,500, driven by strong customer demand expected to exceed manufacturing capacity through 2028. The company reported 55% year-over-year revenue growth in Q3 2026, improved gross...
ASML, a leading Dutch semiconductor equipment maker, reported record Q3 sales of €11.7 billion and net income of €5 billion, driven by strong demand for AI-related chips. The company raised concerns that its planned production capacity for 2027 and 2...
ASML Holding N.V. posted a strong quarter with 55% year-over-year sales growth and improved profit margins driven by high-margin upgrades and capacity limits. Customer demand is expected to exceed ASML's supply until at least 2028, supported by €5.7 ...
