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[EARNINGS REVIEW] ASML (ASML NA) reports stellar results, beating on top- and bottom-line and lifting FY guidance

Newsquawk Staff ·

  • Overall, strong metrics from the Dutch semiconductor maker; it beat on top- and bottom-lines, with Gross Profit Margin and Net Income also topping analyst expectations.
  • Heading into the results, there was broad optimism surrounding the headline results themselves, given the recent AI-driven memory/chip upcycle. As such, there was perhaps more focus on the accompanying FY guidance and commentary.
  • On that note, the Co. lifted FY revenue and gross margin well above expectations, and Q3 guidance also impressed. CEO Fouquet also provided upbeat commentary where he stated that AI-related investments are driving demand, adding that order intake remained "extremely strong" in H1. On the supply front, he suggested that there are plans to add 30% to its 2026 NAV EUV capacity, with aims to boost it further in the coming years.
  • Also driving the optimism is news that Intel has decided to use ASML equipment for its Panther Lake laptop chips. 
  • Shares are indicated to open higher by c. 3.5%.

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