ASML Hits High End of Guidance, Stock Falls on Booking Decline and Growth Warning

Shernice軒嬣 2000
07-16

ASML shares plunged 7% after its Q2 2025 earnings release. Here are the year-over-year figures:

— Total net sales: up 23.2% to €7.7 billion

— Net profit: up 45.1% to €2.3 billion

— Gross margin: 53.7% (an increase of 220 basis points)

— Net bookings: down 0.5% to €5.5 billion

— New lithography system sales: down 24.7% to 67 units

Despite ongoing strong AI investment, both revenue and profit reached the high end of guidance. ASML maintained its full-year 2025 forecast of ~15% sales growth and ~52% gross margin.

However, the company warned that growth may not continue into 2026. Its stock dropped 7% in after-hours trading and has significantly underperformed the SOX index over the past year.

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  • JackQuant
    ·07-17
    TOP
    Nice sharing! Why are the expectations of managers so pessimistic in your opinion?
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    • Shernice軒嬣 2000: 
      Results were conservatively projected and will significantly outperformed expectations. This creates opportunity for employees to acquire shares at a lower valuation and benefit from substantial upside upon next earnings.
      07-17
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  • Merle Ted
    ·07-17
    Asml should learn from TSM how to show Earnings.

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  • Enid Bertha
    ·07-17
    Low 700s is the buy signal

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  • LavDe
    ·07-16
    Great article, would you like to share it?
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