ASML Surges On AI Orders: 2026 Growth Locked In?
ASML delivered a blowout Q4, reinforcing confidence that 2026 will be another growth year, according to its CEO. Q4 net sales hit a record €9.7B, including revenue from two High-NA EUV systems, while orders surged to €13.2B, nearly double consensus. EUV orders alone reached €7.4B, lifting backlog to €38.8B as AI-driven data center spending accelerates from customers like Microsoft and Meta Platforms. Shares jumped up to 10% in after-hours trading. Is ASML entering a multi-year AI capex supercycle? After the sharp rally, do you chase ASML’s momentum—or wait for a pullback?
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