ASML converted €9.3B in quarterly sales into €2.9B in net profit.
That is what happens when the world’s most advanced chipmakers depend on technology no rival currently supplies at scale.
The quarter showed the moat widening:
- Sales rose 21% YoY
- Net profit climbed 27%
- Gross margin reached 54%
- 2026 revenue guidance increased to €43–45B
AI demand is pushing chipmakers to expand capacity, while ASML is preparing to increase EUV and DUV output by roughly 30% in 2027.
The stock reaction was less straightforward.
Stock price jumped after the report, then surrendered part of the move before rebounding. By yesterday´s close, ASML’s U.S.-listed shares were around 1% above their July 14 close and 69% higher YTD.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
383
Report
Login to post
No comments yet