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 billion in new down payments and multi-year orders. The company raised its gross margin guidance to 56% for 2026, anticipating further gains from value-based pricing and next-generation High NA EUV systems. Despite strong fundamentals and AI-driven demand, ASML's stock trades at a fair valuation of 28 times estimated 2027 earnings, with risks including exposure to China and industry cyclicality.
As of Oct 14, 2026, 20:11 WIB, ASML trades at USD 1,684.43 on Pluang, down 1.94% for the day and below its 52-week high of $1.99K but well above the 52-week low of $966.57. Despite strong sales growth and raised margin guidance, the stock's valuation at 28 times estimated 2027 earnings contrasts with a relatively modest dividend yield of 0.53%. Pluang data also shows a higher sell interest with 72% of orders being sell compared to 28% buy, reflecting cautious investor sentiment amid supply constraints and geopolitical risks.
ASML, the sole maker of advanced EUV lithography machines essential for cutting-edge chip production, announced it cannot fulfill customer orders for 2027 and 2028 due to capacity limits. This shortage drives longer wait times and allows ASML to rais...
ASML reported third-quarter profits beating expectations and revealed that some customers are interested in placing orders for its semiconductor lithography machines as far ahead as 2029 and 2030. This signals strong long-term demand driven by AI-rel...
ASML reported record Q3 2026 net sales of €11.7 billion and net income of €5.0 billion, driven by strong demand for lithography systems and productivity upgrades. The company expects Q4 sales between €14.2 billion and €15.2 billion with a gross margi...
ASML continues to dominate the EUV lithography market, essential for advanced semiconductor manufacturing. Despite its strong recent performance and robust fundamentals, ASML's revenue and cash flow are volatile due to its cyclical, high-value indust...
ASML is set to report its Q3 earnings on October 14, 2026, with analysts predicting strong results driven by high demand for AI chips and advanced memory. As the sole maker of EUV lithography equipment, ASML plays a critical role in producing complex...
