ASML Holding N.V. Stock News

In every major technological shift, there's a company quietly powering it from behind the scenes. For the artificial intelligence boom, that company is ASML Holding (ASML 1.57%).

ASML delivered strong Q3 earnings, with robust system bookings, but missed on revenue. ASML's lithography machine demand reflects ongoing CapEx momentum driven by AI and hyperscaler investments in Data Centers.

ASML Holding N.V. plays a vital role as an AI infrastructure enabler, dominating the advanced lithography market with strong lithography system sales and order growth. Despite geopolitical headwinds and China exposure, ASML management projects resilient EUV net orders, underpinned by robust AI and memory chip demand across global foundries. Short-term upside may be limited due to lumpy sales ca...

ASML (ASML) shares have surged ~33% since July, driven by strong AI-led EUV demand and robust near-term execution. Q3 results were solid with €7.5B sales, 51.6% gross margin, and bookings of €5.4B, but 2026 order visibility remains limited. ASML trades at a premium near historical multiples, with upside dependent on stronger-than-expected EPS or new leading-edge buyers like Intel.

ASML's NASDAQ: ASML stock price could hit new highs because it is well-positioned for the AI boom, and the chart action is bullish. Up 40% since early September, the market for this semiconductor equipment maker is rallying strongly amid the AI news cycle and analysts' sentiment trends, which are driving it toward a new all-time high.

ASML Holding N.V. (NASDAQ:ASML ) Q3 2025 Earnings Call October 15, 2025 9:00 AM EDT Company Participants Jim Kavanagh - Vice President of Investor Relations Christophe Fouquet - President, CEO and Chair of the Board of Management R.J.M.

ASML Holding N.V. is downgraded to 'Hold' after a significant share price rally and only modest Q3 results. Q3 revenue was flat year-over-year, with new machine sales down but recurring maintenance revenues rising, supporting margin expansion. Order intake was below revenue, suggesting limited near-term growth; analysts forecast just 4% revenue growth for next year.

ASML's latest quarter looked strong, but one subtle shift in its bookings mix hints at where the chip cycle really stands. Beneath solid numbers lies a quiet transformation — from 2D scaling to 3D integration — that could define ASML's next chapter. After a 60% gain, investors face a tougher challenge: knowing when strength becomes stagnation and deciding how to manage their stake.