ASML and Goldman Sachs reported earnings that beat expectations significantly, yet their stocks declined—ASML fell nearly 4% and Goldman dropped over 11% recently. This unusual reaction is attributed to a market-wide valuation reset, where investors are paying less for strong performance amid concerns about how long peak conditions will last. Experts note a rotation from AI hardware stocks to enterprise software, reflecting changing investor preferences. Upcoming updates from ASML and JPMorgan will be closely watched for further market direction.
As of Oct 15, 2026 20:41 WIB, ASML trades at USD 1,613.38 on Pluang, down 2.22% in one day. Goldman Sachs shares are priced at USD 869.74 with a 1-day decline of 1.02%. Meanwhile, JPMorgan is slightly down 0.13% at USD 334.85, showing more stability among financial stocks.
In Q3 2026, the Polen Focus Growth Portfolio achieved a net return of 4.46%, outperforming the index return of 0.92%. Key contributors to this strong performance were holdings in ServiceNow, Shopify, and Microsoft. Conversely, Nvidia, Apple (which wa...
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, pa...
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...
