$ASML Holding NV(ASML)$ Total Net Sales: €7.7 billion (flat QoQ, within guidance)Gross Margin: 53.7% (above guidance, helped by upgrade business and one-offs)Net Income: €2.3 billionEarnings Per Share (EPS): €5.90Net Bookings: €5.5 billionOf which EUV: €2.3 billionLithography Systems Sold: 67 new, 9 used🔹 Cash Flow & Capital ReturnFree Cash Flow: €319 millionShare Buyback (Q2): ~€1.4 billion (≈2.3 million shares)Interim Dividend: €1.60/share payable August 6, 2025Cash & Short-Term Investments (End Q2): €7.25 billion🔹 Business DevelopmentsShipped first TWINSCAN EXE:5200B system, advancing High-NA EUV adoptionStronger lithography intensity in DRAM, supporting AI infrastructure growthContinued emphasis on 3D front-end integration and scaling
ASML Stock Plunge Amid 2025 Guidance Update, 2026 Growth Uncertainty, and Broader Market Impact
ASML Holding NV, a leading semiconductor equipment manufacturer, experienced a significant stock decline of 5.38% due to narrowed 2025 guidance and concerns about uncertain growth in 2026. CEO Christophe Fouquet withdrew growth expectations for 2026 citing trade disputes and global tensions, leading to an 8.5% stock drop on Wednesday, the largest single-day decline since April. Despite maintaining a 15% revenue growth expectation for the year, market expectations may need to be adjusted downwards by 7% if 2026 sales remain flat compared to 2025. The company's Q3 sales guidance was below forecasts, impacting its stock performance and that of its peers in the tech sector. ASML reported exceeding market expectations with new orders of 5.5 billion euros in the second quarter. European stock markets also experienced a downturn due to disappointing earnings reports from ASML and Renault, with the STOXX Europe 600 Index slipping by 0.2%. The uncertainty in 2026 growth is attributed to increasing tariffs and global trade tensions, particularly those influenced by President Trump's policies.