Why Outstanding Results Aren't Enough

05:00pm, Thursday, 29'th Jan 2026
ASML has great earnings – and investors sell
ASML doubled in seven months after a prior lack of visibility into 2026. Now, management expects 2026 to be a growth year. Record net bookings and 1+ years of backlog support the reignited growth stor
ASML sees demand picking up after a surge in bookings. AI semiconductor revenue for both compute and memory is expected to be multiples higher in five years.

3 Reasons ASML Stock Could Soar in 2026

02:05pm, Thursday, 29'th Jan 2026
ASML's growth accelerated in 2025 as its orders soared. The growing AI and memory chip markets are fueling that expansion.
ASML Holding N.V. dominance in advanced lithography systems has finally conferred it the market's confidence in supplying to the AI chipmakers. Recent Q4 bookings skewed 56% toward memory, indicating
ASML posts Q4 earnings miss despite 4.9% Y/Y revenue growth, with EUV-driven Systems sales offset by weaker Services and higher costs.
ASML's latest results reignited the rally that has made it Europe's most valuable company, until questions about its capacity to meet record orders sent the stock sliding - highlighting just how stret
Belpointe Asset Management LLC raised its stake in shares of ASML Holding N.V. (NASDAQ: ASML) by 62.8% during the undefined quarter, according to the company in its most recent Form 13F filing with th
Dutch semiconductor equipment company ASML is the only company in the world that makes extreme ultraviolet (EUV) lithography machines used to produce the most advanced semiconductors. The most advance
Guru Stock PicksMurray Stahl has made the following transactions:Reduce in CVEO by 8.96%Add in SJT by 11.03%Eaton Vance Worldwide Health Sciences Fund has made
Bloomberg's Caroline Hyde and Ed Ludlow discuss Amazon's plans to cut nearly 5% of its corporate workforce. Plus, ASML posts record fourth-quarter orders as AI drives demand for its most sophisticated
Major equities indexes were little changed Wednesday after the Federal Reserve kept interest rates steady, as expected. Earlier in the session, the S&P 500 hit the 7000 level for the first time.
ASML Holding N.V. is upgraded to Buy as a robust semiconductor capex cycle materializes for 2027-28, supported by recent earnings and guidance beats. Q4 bookings hit a record €13.2B, nearly double e
ASML Holding N.V. (ASML) Q4 2025 Earnings Call Transcript
ASML sees revenue growth accelerating in 2026. Bookings more than doubled in the fourth quarter.
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