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ASML's Q3 earnings beat expectations, but stock drops amid broader tech sell-off
ASML reported strong Q3 earnings, with net sales of €11.7 billion and net income of €5.0 billion, surpassing analyst expectations. Despite this, the stock declined by 5.5% to €1,443.8, influenced by a broader market sell-off in technology stocks and concerns over AI-related inflation.
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ASML reports record €11.7 billion Q3 sales, shares dip 2.9% overnight.
ASML announced record third-quarter 2026 net sales of €11.7 billion, a 25% increase from the previous quarter, and net income of €5.0 billion. Despite the strong financial performance, shares declined by 2.9% in overnight trading, closing at $1,667.69. The company also guided for fourth-quarter sales between €14.2 billion and €15.2 billion, with a gross margin around 57%.
ASML's stock rises 0.59% to $1,780.34 amid strong AI chip demand.
ASML's stock price increased by 0.59% to $1,780.34, driven by robust demand for AI chips. The company reported €9.3 billion in net sales for Q2 2026 and plans to boost EUV production capacity by 30% in 2027 and 2028. Additionally, ASML is collaborating with major chipmakers to develop advanced tools for larger chips.
ASML's stock drops 1.89% to $1,769.79 amid flat sales and declining Chinese business.
ASML reported flat net sales of €7.5 billion for the second consecutive quarter, with net income at €2.1 billion. The company forecasts growth for 2026 despite a significant decline in its Chinese business.
ASML's Q2 2026 revenue hits €9.3 billion, plans 30% EUV capacity increase
ASML reported €9.3 billion in net sales for Q2 2026, exceeding analyst expectations. The company plans to boost extreme ultraviolet (EUV) production capacity by 30% in both 2027 and 2028 to meet strong demand.
ASML's stock remains stable amid China's DUV tool stockpiling
In the past 24 hours, ASML's stock has shown stability despite reports that Chinese chipmakers have accumulated approximately 343 immersion deep ultraviolet (DUV) lithography tools from ASML between 2012 and early 2026. These tools, including 270 Twinscan NXT:1980i systems, are capable of supporting 7nm-class semiconductor manufacturing, compensating for the lack of access to ASML's advanced extreme ultraviolet (EUV) lithography due to export restrictions. The report raises questions about the enforceability of export controls and the implications for global semiconductor supply chains.
ASML repurchases 60,000 shares for €98.4 million on October 2, 2026.
ASML Holding N.V. has reported share repurchases conducted from September 28 through October 2, 2026, under its current buyback program. On October 2, the company repurchased 60,000 shares at a weighted average price of €1,639.73, totaling €98,384,082. This buyback activity reflects ASML's ongoing commitment to shareholder value.
ASML's stock rises 3.2% to €1,657.80 ahead of Q3 earnings on October 14.
ASML's stock increased by 3.2% to €1,657.80 on October 4, 2026, as investors anticipate the company's Q3 earnings report scheduled for October 14. This uptick aligns with a broader positive sentiment in the semiconductor sector, influenced by favorable U.S. employment data and a 3% rise in the Philadelphia Semiconductor Index.
ASML's stock rises 3.2% amid semiconductor rally; Q3 earnings due October 14
ASML's stock price increased by 3.2% to €1,657.80, driven by a broader semiconductor market rally. The company is set to release its Q3 2026 earnings report on October 14, which is anticipated to provide insights into order intake and delivery dynamics.
ASML's stock rises 0.21% to €1,604.70 after-hours on October 1, 2026.
ASML's stock experienced a modest increase of 0.21% to €1,604.70 after-hours on October 1, 2026. This uptick follows recent company announcements, including the commencement of construction on a new Eindhoven campus and an expanded collaboration with Samsung Electronics. These developments are expected to bolster ASML's manufacturing capacity and strengthen its position in the semiconductor industry.
ASML's stock rises 3.8% amid AI semiconductor demand recovery
ASML's stock surged 3.8% following a rebound in AI-driven semiconductor demand, which has revitalized the lithography equipment market. As the exclusive supplier of EUV lithography systems essential for advanced AI chip fabrication, ASML is poised to benefit from this uptick. However, it's important to note that while orders are increasing, these need to convert into revenue before impacting financials.
ASML reports zero sales in Europe for 2026, urges EU to boost chip demand
ASML announced no sales in Europe for 2026, a significant decline from previous years, attributing the drop to insufficient local investment and a lack of new chip fabrication facilities. The company is calling on EU authorities to stimulate demand for European-made chips to support the semiconductor industry.
ASML reports zero sales in Europe for 2026, urges EU to boost chip demand
ASML announced no sales in Europe for 2026, a significant decline from previous years, attributing this to a lack of local investment and new chip fabrication facilities. The company is calling on EU authorities to stimulate demand for European-made chips to support the semiconductor industry.
ASML's stock drops 6.1% to €1,387.80 amid 2028 EUV production plans
ASML's stock declined by 6.1% to €1,387.80 following reports that the company is exploring ways to produce over 110 EUV chip-printing tools in 2028 to meet AI-driven demand. This news, reported by Reuters on September 14, 2026, led to a significant one-day drop in ASML's share price.
ASML's High-NA EUV tools now in volume production at Intel Foundry
ASML's High-NA EUV lithography systems have commenced volume production at Intel's foundry, marking a significant milestone in semiconductor manufacturing. This advancement is expected to bolster ASML's market position and drive future growth.
ASML's stock drops 1.8% as $400 million High-NA tools reach more fabs
ASML's stock declined by 1.8% following the deployment of its $400 million High-NA tools in additional semiconductor fabs. This expansion indicates increased competition and potential pricing pressures in the advanced chipmaking sector.
ASML's stock rises 4% after Morgan Stanley names it a 'Top Pick' for 2026.
ASML's stock experienced a 4% increase following Morgan Stanley's designation of the company as a 'Top Pick' in European semiconductors for 2026. The investment bank raised its price target to €1,000, citing strong demand across memory and logic sectors, particularly as DRAM producers transition to newer nodes, which is expected to boost EUV intensity into fiscal 2026. Morgan Stanley also highlighted potential upside from DRAM and foundry spending related to AI infrastructure.
ASML's stock rises 2.17% to $1,747.90 amid strong demand for EUV tools.
ASML's stock price increased by 2.17% to $1,747.90, reflecting strong demand for its extreme ultraviolet (EUV) lithography tools. The company is expanding its EUV production capacity to meet this demand.
ASML reaffirms commitment to laser-produced plasma systems, dismisses free-electron laser technology
In the past 24 hours, ASML has maintained its focus on laser-produced plasma (LPP) systems for generating extreme ultraviolet (EUV) light, essential for advanced chip manufacturing. Despite growing interest in free-electron laser (FEL) technology, including support from Elon Musk, ASML remains skeptical due to the complexity and high costs associated with FEL infrastructure. The company continues to enhance its LPP systems, aiming to increase source power to 1,000W and double tin droplet output to 100,000 per second.
ASML's stock rises 2.98% to $1,679.92 amid strategic collaborations and technological advancements.
In the past 24 hours, ASML's stock has experienced a 2.98% increase, closing at $1,679.92. This uptick is attributed to the company's recent strategic collaborations and technological advancements. Notably, ASML has expanded its partnership with Samsung Electronics to advance next-generation semiconductor manufacturing, focusing on High NA EUV lithography. Additionally, ASML has reaffirmed its commitment to laser-produced plasma systems for chipmaking tools, despite the growing interest in free-electron laser technology.
ASML reaffirms commitment to laser-produced plasma EUV technology, dismisses free-electron lasers.
In the past 24 hours, ASML has maintained its focus on laser-produced plasma (LPP) systems for extreme ultraviolet (EUV) lithography, despite growing interest in free-electron laser (FEL) technology. The company continues to invest in enhancing LPP systems, aiming to increase EUV source power to 1,000W. ASML's decision underscores its confidence in the current EUV technology and its skepticism toward the feasibility of FELs in semiconductor manufacturing.
ASML's High-NA EUV tools gain traction as major chipmakers commit to adoption.
In the past 24 hours, ASML has secured significant commitments from leading semiconductor manufacturers to adopt its next-generation High-NA EUV lithography tools. This development underscores the industry's confidence in ASML's technology to meet the growing demand for advanced chip production, particularly in the AI sector.
ASML stock drops 6% amid concerns over 2028 EUV production plans
ASML's stock declined by 6% following reports that the company is considering increasing its production of extreme ultraviolet (EUV) lithography machines to over 110 units in 2028. This potential expansion raised investor concerns about the company's ability to meet such ambitious targets, leading to the stock price drop.
ASML plans 30% increase in EUV capacity for 2028 to meet AI-driven demand.
ASML is responding to surging demand for advanced semiconductor manufacturing by planning a 30% increase in its Extreme Ultraviolet (EUV) lithography tool production capacity for 2028. This expansion aims to meet the growing needs of AI chipmakers and underscores ASML's pivotal role in the semiconductor supply chain.
ASML's stock rises 1.03% to $1,591.48 amid strong AI-driven demand.
ASML's stock price increased by 1.03% to $1,591.48, reflecting strong demand for its advanced chipmaking equipment driven by the AI boom. The company has been expanding its capacity to meet this demand, with plans to increase production by 30% over the next two years. Additionally, ASML is collaborating with major chipmakers to develop tools for larger chips, further solidifying its position in the market.
ASML's stock drops 7.24% amid capacity expansion plans and High-NA EUV adoption.
ASML's stock declined by 7.24% following announcements of increased production capacity and the adoption of High-NA EUV technology by major chipmakers. The company plans to boost EUV production by 30% in 2027 and 2028 to meet AI-driven demand. Additionally, TSMC and Samsung have committed to using High-NA EUV tools starting in 2028 and 2027, respectively.
ASML's stock rises 4.18% to $1,715.07 after strong Q2 results and Fitch A+ rating
ASML's stock surged 4.18% to $1,715.07 following robust Q2 2026 earnings and an A+ rating from Fitch. The company reported a 21.2% year-over-year increase in net sales, reaching €9.326 billion, and improved its annual revenue forecast to €43–45 billion. Analysts view ASML as having the most attractive risk/reward profile in the European semiconductor sector.
Intel processes over 1 million High-NA EUV wafers, leading industry adoption
Intel has achieved a significant milestone by processing over one million 300-mm wafers using ASML's High-NA EUV scanners, positioning itself ahead of the industry in adopting this advanced technology. This rapid adoption underscores Intel's commitment to cutting-edge semiconductor manufacturing and may influence ASML's market dynamics.
ASML's High-NA EUV technology adoption accelerates as major chipmakers commit
In the past 24 hours, ASML has seen significant developments in the semiconductor industry. Major chipmakers, including Samsung, TSMC, Intel, and SK hynix, have committed to integrating ASML's advanced High-NA EUV lithography technology into their production lines by 2028-2030. This adoption is driven by the growing demand for AI and server chips, which require more advanced manufacturing processes.
ASML collaborates with major chipmakers to develop advanced tools for larger chips
ASML has announced plans to collaborate with leading semiconductor manufacturers, including Nvidia, Google, and others, to develop advanced lithography tools capable of producing larger data center chips. This initiative aims to meet the growing demand for high-performance chips by enhancing the capabilities of ASML's extreme ultraviolet (EUV) lithography systems.
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