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Record Q3 and raised guidance, but AI financing concerns weigh on stock
D1 -3.9% · since -0.5%
›6 waves of this story
2026-10-14 Concerns over Chinese chipmaker competition and AI investment returns weigh; ASML fell over 3% in Amsterdam
2026-10-15 Q3 net sales EUR11.7B, net income EUR5.0B; FY26 sales guided to EUR44-45B; customers inquiring 2029-2030 orders
2026-10-16 CEO says demand exceeds supply through 2028; customers placing orders for 2029-2030; capacity expansion underway
2026-10-16 Record Q3 sales of €11.7B, GM 57.5%, capacity expansion >30% for 2027-28, customers inquiring 2029-30 orders.
2026-10-18 Third hike this year, driven by sustained AI capex
2026-10-19 Record Q3 and raised guidance, but AI financing concerns weigh on stock
Product
ASML Developing Hybrid Bonding Product, Besi Shares Fall
Report says ASML working on rival hybrid bonding product, Besi shares fall, showing expansion into advanced packaging equipment.
D1 -1.0%
28 earlier events›
Earnings
Earnings report
D1 -3.9% · since -0.5%
Analyst
ASML to Report Q3 Earnings Before Open, Focus on AI Demand and Orders
Multiple outlets expect earnings to test AI capex resilience; orders and system sales are key metrics
D1 -1.9% · +5d -6.3%
›5 waves of this story
2026-10-08 Accelerating growth, robust bookings, and margin expansion underpin dominance
2026-10-09 Multiple sources highlight AI-driven demand ahead of earnings; CEO sees major infrastructure buildout
2026-10-12 Multiple sources flag ASML's earnings this week alongside TSM, with focus on guidance
2026-10-12 Multiple outlets and analysts expect fastest revenue growth and potential sector-wide impact
2026-10-14 Multiple outlets expect earnings to test AI capex resilience; orders and system sales are key metrics
Company
ASML to Raise Spare Parts Prices 10% for Samsung, SK Hynix
Price hike for two major customers underscores pricing power in EUV maintenance market
D1 -1.7% · since -6.2%
›2 waves of this story
2026-10-11 Korean media and market sources corroborate; hike covers DUV/EUV replacement parts and likely new equipment
2026-10-12 Price hike for two major customers underscores pricing power in EUV maintenance market
CompanyBear
ASML Shares Fall as AI Chip Design Advances Raise Competition Concerns
Mistral enters chip design, market worries about AI investment landscape
D1 -1.6% · +5d -8.6%
AnalystBull
ASML Gets Multiple Bullish Calls, 2027 Outlook May Beat Expectations
JP Morgan, RBC and others bullish; EUV monopoly advantage persists
D1 -1.6% · +5d -8.6%
CompanyBull
ASML Bullish Across Sources: EUV Monopoly & AI Demand
Multiple outlets reaffirm EUV monopoly; AI & HBM bottlenecks support demand
D1 -1.4% · +5d -6.3%
›2 waves of this story
2026-10-06 Multiple sources cite ASML's unrivaled position and full order book for 2027-2028
2026-10-06 Multiple outlets reaffirm EUV monopoly; AI & HBM bottlenecks support demand
AnalystBull
ASML Highlighted in Multiple Comparisons, Underscoring EUV Monopoly
Multiple financial media on Oct 1, 2026 published comparative analyses, all emphasizing ASML's global monopoly in EUV lithography and mentioning 2027 capacity expansion plans.
D1 -0.2% · +5d -2.1%
AnalystBull
ASML Expected to Beat Earnings on Oct 14, Zacks ESP Positive
Zacks notes strong earnings expectations for ASML, with current quarter EPS up 95.6% YoY and revenue growth of 50%, plus a positive ESP of +5.53% suggesting potential beat.
D1 -1.2% · +5d -0.4%
Company
ASML CEO Warns Overly Broad China Chip Restrictions Could Backfire
CEO says over-restriction may accelerate domestic rivals, citing Huawei's DUV progress
D1 +1.6% · +5d +5.0%
›2 waves of this story
2026-09-28 CEO Fouquet says over-restriction may spur domestic alternatives; supply chain complexity limits capacity expansion
2026-09-29 CEO says over-restriction may accelerate domestic rivals, citing Huawei's DUV progress
Capital
ASML Discloses Share Repurchases for Sept 21-25
Repurchased 165,200 shares under program announced Jan 28, continuing buyback execution
D1 +1.9% · +5d +3.5%
›3 waves of this story
2026-09-21 Repurchases ~€428M during Sep 14-18, showing capital return commitment, though modest relative to market cap
2026-09-28 Company announcement discloses transactions under current buyback program, continuing prior repurchases
2026-09-28 Repurchased 165,200 shares under program announced Jan 28, continuing buyback execution
Analyst
ASML Backed by Multiple X Users as EUV Key to AI
Multiple independent X users reiterate ASML's core role in AI chipmaking, boosting attention
D1 +1.2% · +5d +7.1%
›2 waves of this story
2026-09-25 Multiple users highlight equipment makers' core role in AI capex, noting 200-day MA support
2026-09-26 Multiple independent X users reiterate ASML's core role in AI chipmaking, boosting attention
CompanyBear
ASML Reports Zero Sales in Europe, Warns Region May Lag in Chip Race
EVP cites zero equipment sales in Europe, highlighting the region's chip manufacturing gap and ASML's regional exposure
D1 +2.1% · +5d +4.9%
AnalystBull
ASML Recommended by Multiple X Users as Key Layer of AI Economy
Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
D1 +1.9% · +5d +3.5%
›2 waves of this story
2026-09-21 Multiple independent X users cite ASML as core in AI compute layer, noting valuation and long-term buy opportunity
2026-09-21 Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
AnalystBull
Multiple Analysts See Surging Semi Spending, Bolstering ASML Demand
BofA sees $3.2T semi market by 2030; analysts cite ASML as key AI capex beneficiary
D1 +3.1% · +5d +3.8%
CompanyBull
ASML Installed Base Sales Surge 31.8%; Equip Supply Constraints Highlighted
Installed base revenue jumps; traders flag supply-constrained semi equipment sector
D1 +3.1% · +5d +3.8%
ProductBull
ASML High-NA EUV Systems Accelerate Deployment, Capacity and Customer Progress Update
10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
D1 +2.9% · +5d -9.8%
›6 waves of this story
2026-09-08 Samsung to use High NA in DRAM by 2028; TSMC partnership on 12-inch masks bolsters ASML's advanced lithography position
2026-09-09 Samsung joins High-NA EUV customer base; TSMC collaboration on 12-inch mask strengthens growth outlook
2026-09-10 AI demand drives advanced lithography collaboration, but customer qualification and manufacturing decisions remain key
2026-09-12 Intel is first to process 1M+ 300mm wafers using ASML High-NA EUV, validating demand for ASML's advanced lithography
2026-09-17 10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
Capital
Samsung Leads $230M Round in Euclyd, Chaired by Ex-ASML CEO
Ex-ASML CEO's role in AI chip startup highlights industry ties
D1 +1.0% · +5d +9.8%
OtherBear
AI Executives Call for Slower Model Development, ASML Shares Fall 6.2%
AI executives' call to slow development hits ASML as chip equipment supplier
D1 +1.0% · +5d +9.8%
›2 waves of this story
2026-09-15 Calls by Anthropic CEO et al. to slow advanced AI development raise demand concerns, ASML fell 6.2% on Sept 14.
2026-09-15 AI executives' call to slow development hits ASML as chip equipment supplier
CompanyBull
ASML explores making >110 EUV tools in 2028 to meet AI demand
JPMorgan after meeting CFO says ASML studies boosting 2028 EUV output, nearly sold out, indicating strong AI demand.
D1 -7.3% · +5d +8.6%
CompanyBull
ASML Breaks Ground on New Dutch Plant to Expand Capacity for AI Demand
New campus construction aligns with 65 Low-NA shipments in 2026, expanding capacity for AI chip demand
D1 +2.9% · +5d -9.8%
AnalystBull
ASML Gets Evercore WFE Estimate Raise, AI Demand in Focus
2026-09-04 Price dip contrasts with strong order coverage; AI demand remains key focus
Capital
Alley Investment Buys New Stake; Barlow Wealth Trims ASML Position
Two funds took opposite Q2 positions in ASML, showing institutional divergence
D1 +4.2% · +5d -8.1%
CapitalBull
Multiple Institutions Raised ASML Stakes in Q2; Daniel Loeb Added Position
Ascent Group raised stake 20.1%; Third Point's added list includes ASML, showing institutional inflows
D1 +2.1% · +5d -7.6%
CompanyBear
China's State-Backed DUV Lithography Threatens ASML's China Business
Reports of Chinese state-backed DUV lithography development weigh on ASML shares; China business already declining
D1 -5.8% · +5d -0.8%
›9 waves of this story
2026-07-27 China has started making its own immersion DUV tools per The Information, threatening ASML's mature-node market, though output is small and performance lags.
2026-07-29 Multiple reports on Chinese DUV machines set for delivery weigh on ASML shares amid competition fears
2026-07-29 A Chinese firm is set to ship homegrown DUV machines, intensifying competition concerns in mature nodes and weighing on ASML shares.
2026-07-31 Chinese firm to make just 5 DUV tools this year, 20 in 2027, limited near-term threat
2026-07-31 fool.com reports ASML stock drop due to rising risks from new competitors, corroborating China's lithography progress.
2026-08-02 Chinese Lithography Competition Threatens ASML
2026-08-11 State-backed Chinese firm making DUV tools could accelerate ASML's China revenue decline
2026-08-11 Reports say a Chinese state-backed company is making its own DUV systems, potentially accelerating ASML's China revenue decline
2026-08-11 Reports of Chinese state-backed DUV lithography development weigh on ASML shares; China business already declining
AnalystBull
Bernstein Sets $2,623 Street-High Target on ASML Amid Strong AI Demand
Bernstein's $2,623 target implies ~50% upside; company raised 2026 revenue guidance on robust AI demand
Revenue and EPS topped estimates, while management also raised its fourth-quarter revenue outlook.
D1 +0.5% · since -1.0%
①
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
30 items
CompanyBull🔥Developing
ASML Raises 2026 Revenue Guidance to €44-45B
Record Q3 and raised guidance, but AI financing concerns weigh on stock
D1 -3.9% · since -0.5%
›6 waves of this story
2026-10-14 Concerns over Chinese chipmaker competition and AI investment returns weigh; ASML fell over 3% in Amsterdam
2026-10-15 Q3 net sales EUR11.7B, net income EUR5.0B; FY26 sales guided to EUR44-45B; customers inquiring 2029-2030 orders
2026-10-16 CEO says demand exceeds supply through 2028; customers placing orders for 2029-2030; capacity expansion underway
2026-10-16 Record Q3 sales of €11.7B, GM 57.5%, capacity expansion >30% for 2027-28, customers inquiring 2029-30 orders.
2026-10-18 Third hike this year, driven by sustained AI capex
2026-10-19 Record Q3 and raised guidance, but AI financing concerns weigh on stock
Product
ASML Developing Hybrid Bonding Product, Besi Shares Fall
Report says ASML working on rival hybrid bonding product, Besi shares fall, showing expansion into advanced packaging equipment.
D1 -1.0%
Earnings
Earnings report
D1 -3.9% · since -0.5%
Analyst
ASML to Report Q3 Earnings Before Open, Focus on AI Demand and Orders
Multiple outlets expect earnings to test AI capex resilience; orders and system sales are key metrics
D1 -1.9% · +5d -6.3%
›5 waves of this story
2026-10-08 Accelerating growth, robust bookings, and margin expansion underpin dominance
2026-10-09 Multiple sources highlight AI-driven demand ahead of earnings; CEO sees major infrastructure buildout
2026-10-12 Multiple sources flag ASML's earnings this week alongside TSM, with focus on guidance
2026-10-12 Multiple outlets and analysts expect fastest revenue growth and potential sector-wide impact
2026-10-14 Multiple outlets expect earnings to test AI capex resilience; orders and system sales are key metrics
Company
ASML to Raise Spare Parts Prices 10% for Samsung, SK Hynix
Price hike for two major customers underscores pricing power in EUV maintenance market
D1 -1.7% · since -6.2%
›2 waves of this story
2026-10-11 Korean media and market sources corroborate; hike covers DUV/EUV replacement parts and likely new equipment
2026-10-12 Price hike for two major customers underscores pricing power in EUV maintenance market
25 earlier events›
CompanyBear
ASML Shares Fall as AI Chip Design Advances Raise Competition Concerns
Mistral enters chip design, market worries about AI investment landscape
D1 -1.6% · +5d -8.6%
AnalystBull
ASML Gets Multiple Bullish Calls, 2027 Outlook May Beat Expectations
JP Morgan, RBC and others bullish; EUV monopoly advantage persists
D1 -1.6% · +5d -8.6%
CompanyBull
ASML Bullish Across Sources: EUV Monopoly & AI Demand
Multiple outlets reaffirm EUV monopoly; AI & HBM bottlenecks support demand
D1 -1.4% · +5d -6.3%
›2 waves of this story
2026-10-06 Multiple sources cite ASML's unrivaled position and full order book for 2027-2028
2026-10-06 Multiple outlets reaffirm EUV monopoly; AI & HBM bottlenecks support demand
AnalystBull
ASML Highlighted in Multiple Comparisons, Underscoring EUV Monopoly
Multiple financial media on Oct 1, 2026 published comparative analyses, all emphasizing ASML's global monopoly in EUV lithography and mentioning 2027 capacity expansion plans.
D1 -0.2% · +5d -2.1%
AnalystBull
ASML Expected to Beat Earnings on Oct 14, Zacks ESP Positive
Zacks notes strong earnings expectations for ASML, with current quarter EPS up 95.6% YoY and revenue growth of 50%, plus a positive ESP of +5.53% suggesting potential beat.
D1 -1.2% · +5d -0.4%
Company
ASML CEO Warns Overly Broad China Chip Restrictions Could Backfire
CEO says over-restriction may accelerate domestic rivals, citing Huawei's DUV progress
D1 +1.6% · +5d +5.0%
›2 waves of this story
2026-09-28 CEO Fouquet says over-restriction may spur domestic alternatives; supply chain complexity limits capacity expansion
2026-09-29 CEO says over-restriction may accelerate domestic rivals, citing Huawei's DUV progress
Capital
ASML Discloses Share Repurchases for Sept 21-25
Repurchased 165,200 shares under program announced Jan 28, continuing buyback execution
D1 +1.9% · +5d +3.5%
›3 waves of this story
2026-09-21 Repurchases ~€428M during Sep 14-18, showing capital return commitment, though modest relative to market cap
2026-09-28 Company announcement discloses transactions under current buyback program, continuing prior repurchases
2026-09-28 Repurchased 165,200 shares under program announced Jan 28, continuing buyback execution
Analyst
ASML Backed by Multiple X Users as EUV Key to AI
Multiple independent X users reiterate ASML's core role in AI chipmaking, boosting attention
D1 +1.2% · +5d +7.1%
›2 waves of this story
2026-09-25 Multiple users highlight equipment makers' core role in AI capex, noting 200-day MA support
2026-09-26 Multiple independent X users reiterate ASML's core role in AI chipmaking, boosting attention
CompanyBear
ASML Reports Zero Sales in Europe, Warns Region May Lag in Chip Race
EVP cites zero equipment sales in Europe, highlighting the region's chip manufacturing gap and ASML's regional exposure
D1 +2.1% · +5d +4.9%
AnalystBull
ASML Recommended by Multiple X Users as Key Layer of AI Economy
Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
D1 +1.9% · +5d +3.5%
›2 waves of this story
2026-09-21 Multiple independent X users cite ASML as core in AI compute layer, noting valuation and long-term buy opportunity
2026-09-21 Multiple independent X users cite ASML as core to AI economy, with valuation and drawdown data
AnalystBull
Multiple Analysts See Surging Semi Spending, Bolstering ASML Demand
BofA sees $3.2T semi market by 2030; analysts cite ASML as key AI capex beneficiary
D1 +3.1% · +5d +3.8%
CompanyBull
ASML Installed Base Sales Surge 31.8%; Equip Supply Constraints Highlighted
Installed base revenue jumps; traders flag supply-constrained semi equipment sector
D1 +3.1% · +5d +3.8%
ProductBull
ASML High-NA EUV Systems Accelerate Deployment, Capacity and Customer Progress Update
10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
D1 +2.9% · +5d -9.8%
›6 waves of this story
2026-09-08 Samsung to use High NA in DRAM by 2028; TSMC partnership on 12-inch masks bolsters ASML's advanced lithography position
2026-09-09 Samsung joins High-NA EUV customer base; TSMC collaboration on 12-inch mask strengthens growth outlook
2026-09-10 AI demand drives advanced lithography collaboration, but customer qualification and manufacturing decisions remain key
2026-09-12 Intel is first to process 1M+ 300mm wafers using ASML High-NA EUV, validating demand for ASML's advanced lithography
2026-09-17 10 High-NA systems operating across four customers, 3 more being shipped/installed, cumulative exposure >1.35M wafers, EXE:5200B reaches 135 wafers/hour
Capital
Samsung Leads $230M Round in Euclyd, Chaired by Ex-ASML CEO
Ex-ASML CEO's role in AI chip startup highlights industry ties
D1 +1.0% · +5d +9.8%
OtherBear
AI Executives Call for Slower Model Development, ASML Shares Fall 6.2%
AI executives' call to slow development hits ASML as chip equipment supplier
D1 +1.0% · +5d +9.8%
›2 waves of this story
2026-09-15 Calls by Anthropic CEO et al. to slow advanced AI development raise demand concerns, ASML fell 6.2% on Sept 14.
2026-09-15 AI executives' call to slow development hits ASML as chip equipment supplier
CompanyBull
ASML explores making >110 EUV tools in 2028 to meet AI demand
JPMorgan after meeting CFO says ASML studies boosting 2028 EUV output, nearly sold out, indicating strong AI demand.
D1 -7.3% · +5d +8.6%
CompanyBull
ASML Breaks Ground on New Dutch Plant to Expand Capacity for AI Demand
New campus construction aligns with 65 Low-NA shipments in 2026, expanding capacity for AI chip demand
D1 +2.9% · +5d -9.8%
AnalystBull
ASML Gets Evercore WFE Estimate Raise, AI Demand in Focus
2026-09-04 Price dip contrasts with strong order coverage; AI demand remains key focus
Capital
Alley Investment Buys New Stake; Barlow Wealth Trims ASML Position
Two funds took opposite Q2 positions in ASML, showing institutional divergence
D1 +4.2% · +5d -8.1%
CapitalBull
Multiple Institutions Raised ASML Stakes in Q2; Daniel Loeb Added Position
Ascent Group raised stake 20.1%; Third Point's added list includes ASML, showing institutional inflows
D1 +2.1% · +5d -7.6%
CompanyBear
China's State-Backed DUV Lithography Threatens ASML's China Business
Reports of Chinese state-backed DUV lithography development weigh on ASML shares; China business already declining
D1 -5.8% · +5d -0.8%
›9 waves of this story
2026-07-27 China has started making its own immersion DUV tools per The Information, threatening ASML's mature-node market, though output is small and performance lags.
2026-07-29 Multiple reports on Chinese DUV machines set for delivery weigh on ASML shares amid competition fears
2026-07-29 A Chinese firm is set to ship homegrown DUV machines, intensifying competition concerns in mature nodes and weighing on ASML shares.
2026-07-31 Chinese firm to make just 5 DUV tools this year, 20 in 2027, limited near-term threat
2026-07-31 fool.com reports ASML stock drop due to rising risks from new competitors, corroborating China's lithography progress.
2026-08-02 Chinese Lithography Competition Threatens ASML
2026-08-11 State-backed Chinese firm making DUV tools could accelerate ASML's China revenue decline
2026-08-11 Reports say a Chinese state-backed company is making its own DUV systems, potentially accelerating ASML's China revenue decline
2026-08-11 Reports of Chinese state-backed DUV lithography development weigh on ASML shares; China business already declining
AnalystBull
Bernstein Sets $2,623 Street-High Target on ASML Amid Strong AI Demand
Bernstein's $2,623 target implies ~50% upside; company raised 2026 revenue guidance on robust AI demand
