ASML Holding N.V. will report its Q1 earnings on April 15, with analysts expecting revenue growth of 14-15% and EPS growth of 13%, driven by strong AI chip demand. Despite a slight drop in gross margin guidance to 51-53% due to product mix and servicing challenges, management aims for a 57% margin by 2030. The company’s premium valuation above $1,400 per share is seen as stretched compared to other AI-related stocks like TSM. Investors should watch for potential outperformance given ASML’s history of beating expectations, but a neutral stance is advised due to valuation concerns.
ASML Holdings has raised its 2026 revenue guidance midpoint from €38 billion to €44 billion and increased its gross margin midpoint from 52% to 55%, reflecting strong growth prospects. The analyst maintains a Buy rating and raises the price target fr...
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
REX Shares has filed for the REX AI Chipmaking ETF, targeting the booming $1.3 trillion AI infrastructure sector. The fund tracks the VettaFi AI Chipmaking Index, focusing on companies involved in wafer fabrication equipment, advanced packaging, and ...
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...
