ASML (ASML NA) - Q4 2025 (EUR): Sales 9.72bln (exp. 9.26bln, guided 9.2-9.8bln), Orders 13.2bln (exp. 6.95bln), guides Q1 2026 Revenue 8.2-8.9bln (exp. 8.11bln), guides FY26 sales 34-39bln (exp. 36.5bln); Announces up to EUR 12bln share buyback

• Gross profit EUR 5.07bln (exp. 4.98bln).
• ASML intends to declare a total dividend for the year 2025 of EUR 7.50 per ordinary share, which is a 17% increase compared to 2024.

• Expect 2026 to be another growth year for the Co., largely driven by a significant increase in EUV sales and growth in our installed-based business sales.
• Expect Q1'26 total net sales between EUR 8.2 -8.9bln (exp. 8.11bln), with a gross margin between 51% and 53%.
• For the FY26, expects total net sales to be between EUR 34-39bln (exp. 36.5bln), with a gross margin between 51% and 53% (exp. 52.9%).
• "In the last months, many of our customers have shared a notably more positive assessment of the medium-term market situation, primarily based on more robust expectations of the sustainability of AI-related demand. This is reflected in a marked step-up in their medium-term capacity plans and in our record order intake.

ASML's Q4 2025 results exceeded expectations, with notable beats in both sales and gross profit, signaling solid demand, particularly in EUV and AI-related sectors. Their guidance for 2026 suggests continued growth, backed by strong order inflow and a significant share buyback, reflecting confidence in sustained demand. This release is likely to bolster sentiment in the semiconductor space and could attract positive attention from equities investors.