ASML
ASML Raises Outlook, But Market Reaction Stays Muted
Article Summary
HOLD- ASML Holding (NASDAQ: ASML) rose 1.01% after reporting Q1 2026 net sales of 8.8 billion and gross margin of 53.0% at high end of guidance, with EPS of 7.15 within prior guidance.
- ASML Holdings raised full-year 2026 revenue range to between 36 billion and 40 billion from prior guidance of between 34 billion and 39 billion, with gross margin held at between 51% and 53%.
- The lift came from customer behavior, not pricing, with CEO Christophe Fouquet saying customers are accelerating capacity expansion plans for 2026 and beyond, with demand for chips outpacing supply.
- System sales to China fell to 19% from 36% in Q4, and the company bought back about 1.1 billion shares in Q1 under its 2026-2028 buyback program, with shares outstanding down 1.7% year over year.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 21.0% | 25% | 70.0 ptsGood (21.0%) - Healthy growth |
| EPS Growth Next 5Y ? | 21.4% | 25% | 70.0 ptsGood (21.4%) - Solid outlook |
| Target Price Upside ? | 15.8% | 20% | 60.0 ptsModerate Upside (15.8%) - Target: $1724.95 vs Current: $1489.03 |
| Gross Margin % ? | 52.8% | 15% | 80.0 ptsVery Healthy (52.8%) - High-quality margins |
| Drawdown from 52-Wk High ? | -3.8% | 15% | 20.0 ptsBarely a Dip (-3.8%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About ASML
- ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.
- The company offers lithography, metrology, and inspection systems.
- It also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography systems solutions to manufacture various range of semiconductor nodes and technologies.
- In addition, the company offers metrology and inspection systems, including YieldStar optical metrology systems, a diffraction-based wafer metrology platform to assess the quality of patterns on the wafers; and HMI electron beam solutions to locate and analyze individual chip defects.
- Further, it provides computational lithography solutions, and lithography systems and control software solutions; and refurbishes and upgrades lithography systems, as well as offers customer support and related services.
- Additionally, the company offers hardware, software, and services to chipmakers to produce the patterns of integrated circuits.
- It operates in Japan, South Korea, Singapore, Taiwan, China, rest of Asia, the Netherlands, rest of Europe, the Middle East, Africa, and the United States.
- The company was formerly known as ASM Lithography Holding N.V. and changed its name to ASML Holding N.V. in 2001.
- ASML Holding N.V. was founded in 1984 and is headquartered in Veldhoven, the Netherlands.