ASML holds a dominant position in semiconductor lithography, especially with a 100% market share in advanced EUV systems and a fully committed order book through 2027. The company reported strong quarterly results with net sales of €9.3 billion and a gross margin of 54%. It raised its revenue guidance to between €43 billion and €45 billion, expecting margins of 54–56%. Despite a high valuation, ASML's growth, profitability, and clear order visibility support a cautious Buy rating, though risks like geopolitical tensions and customer concentration remain.
Applied Materials stock rose 11% ahead of its Q4 FY2026 earnings report, driven by strong demand in wafer fabrication equipment linked to AI growth. The company expects significant revenue and earnings growth for 2026, supported by advances in DRAM a...
ASML Holding N.V. announced recent transactions under its ongoing share buyback program, repurchasing a total of 423,000 shares between November 2 and November 6, 2026. The buyback prices ranged from €1,258.16 to €1,417.24 per share, totaling approxi...
