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European Movers: ASML (ASML NA) +7.3%, Lonza (LONN SW) +4.6%, Fresnillo (FRES LN) +1.8%, Volvo (VOLVB SS) +1.4%, BBVA (BBVA SM) -1.4%, Logitech (LOGN SW) -4.5%, LVMH (MC FP) -6.2%

ASML's strong performance figures, including a significant earnings beat and a robust orders outlook, are driving its share price higher, reflecting investor confidence.

Newsquawk StaffPublished On the live feed at — 5 more headlines followed before this page went public
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EUROPEAN OPEN: ASML NA orders surge, raises guidance; LOGN SW profit beat, guidance in line; TXN shares rise on strong outlook; MC FP lower after earnings update; VOLVB SS tops expectations; FOMC and key earnings ahead

Volvo (VOLVB SS) Exec. says they observed signs of stabilisation and slight recovery in late-Q4 and start of Jan'26, marking a shift from the previously cautious stance seen for the truck markets in the Americas

European Movers: ASML (ASML NA) +7.3%, Lonza (LONN SW) +4.6%, Fresnillo (FRES LN) +1.8%, Volvo (VOLVB SS) +1.4%, BBVA (BBVA SM) -1.4%, Logitech (LOGN SW) -4.5%, LVMH (MC FP) -6.2%

SK Hynix (000660 KS) expects a considerable increase in capex during 2026. Sees server set growth in the high-teen percentages. Expect short-term shipment adjustments due to deteriorated consumer sentiment.

Nikkei to launch the Nikkei Bank Stock Top 10 Index”, will be composed of major bank stocks listed on the Tokyo Stock Exchange (TSE) Prime Market.

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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), Raises FY26 sales 34-39bln (exp. 36.5bln); Announces up to EUR 12bln share buyback. Gross profit EUR 5.07bln (exp. 4.98bln).

BBVA (BBVA SM) downgraded to Sector Perform from Outperform at RBC.

Fresnillo (FRES LN) - Q4 Production: CEO notes of a solid operational performance, with gold production exceeding the upper end of our full-year guidance range and silver production delivered in line with guidance. Guidance 2026: Attributable silver production 42-46.5moz (prev. guided 45-51moz). Attributable gold production 500-550koz (prev. guided 515-565koz). 

Logitech (LOGN SW) - Q3 (USD): Adj. EPS 1.93 (exp. 1.81), Revenue USD 1.42bln (exp. 1.41bln), sees Q4 revenue between 1.07-1.09bln (exp. 1.08bln), operating income between 155-165mln. 

Lonza (LONN SW) - FY (CHF): Sales 6.5bln (exp. 7.65bln), Adj. EBITDA 2.1bln (exp. 2.22bln).

LVMH (MC FP) - Q4 2025 (EUR): Revenue 22.7bln (exp. 22.6bln), Organic growth +1% (exp. -0.3%); FY revenue 80.81bln (exp. 80.65bln), Profit from recurring operations 17.76bln (exp. 17.15bln), Net profit 10.88bln (exp. 10.55bln) Q4 fashion & leather organic sales -3% (exp. -2.94%). Q4 wines & spirits revenue -9% (exp. -1.1%). Q4 sales -2% in Europe, +1% in US, and +1% in Asia . Will propose dividend/shr of EUR 13 (exp. EUR 12.04).

Volvo (VOLVB SS) - Q4 (SEK): EPS 4.73 (exp. 4.34), Sales 123.8bln (exp. 121.7bln), Op. Income 12.8bln (exp. 11.7bln); raises FY26 NA truck orders 265k (prev. guided 250k).

Context

In contrast, BBVA's downgrade and sluggish results from Logitech and LVMH suggest mixed sentiment within the sector, potentially weighing on their respective stock performances. This divergence highlights the ongoing volatility and varying growth narratives across industries in the current market environment.

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