ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
CNBC Arjun Kharpal
Related Coverage
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Discussion
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@byron_wan
Byron Wan
on x
ASML will lay off 1,700 jobs, or 3.8% of the total — mostly in the Netherlands and US and largely at the leadership level. Will any of those 1,700 end up working for Chinese chip equipment makers? https://www.reuters.com/... [image]
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@jerrycap
@jerrycap
on x
New ATH for $ASML you need this machine to make AI guys
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@jimcramer
Jim Cramer
on x
This ASML order backlog is insane; very hard to get your head around what is happening and i am a huge bull on ai/data center/hyperscalers...
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@skundojjala
Sravan Kundojjala
on x
ASML 4Q25 - Revenue up 29% q/q & up 5% y/y to €9.7B (towards high-end); 52.2% GM; CY25 revenue up 15.6% to €32.7B -CY26 revenue guidance: €34-€39B; €38.8B backlog exiting 4Q25; >100% coverage for CY26 - Net bookings up 144% q/q & 86% y/y to €13.16B; EUV booking up 106% [image]
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@jerrycap
@jerrycap
on x
cutting 1700 jobs during a bubble 🇳🇱
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@zephyr_z9
@zephyr_z9
on x
Interesting 2/3rd of the managers will be eliminated They have nearly 43k employees, and they plan to cut 1400 [image]
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@teortaxestex
@teortaxestex
on x
ASML is purging or reeducating the majority of its eng management personnel. «ASML plans to eliminate approximately 3,000 of its 4,500 management positions in engineering. The expectation is that approximately 1,400 people will be able to move into new engineering roles» [image]
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@dariocpx
@dariocpx
on x
If $ASML has such a great quarter and its order book is exploding, then why will the company cut 1,700 jobs between the Netherlands and the US? - Just highlighting the contradiction here
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@averagedipbuyer
@averagedipbuyer
on x
If I'd be a short-seller, $ASML would be my biggest position by far. Trading at a 57 forward P/E, while struggling to grow revenue in the midst of an “AI revolution”. They're laying off large amounts of people because there is no use for them. They don't know what to do with [ima…
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@effmkthype
@effmkthype
on x
ASML 4Q bookings double estimates then they announce cutting 1700 jobs. awesome.
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@thejefflutz
Jeff Lutz
on x
It wasn't more than 60 days ago there were people breathlessly hanging onto every word from ‘Cassandra Unchained’ gasping for air thinking AI wasn't real, the capex fake, balance sheets rigged, 7 CEOs fudging... First Micron and now this massive beat and raise from $ASML👇
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@benitoz
Ben Pouladian
on x
The DeepSeek bounceback is real ASML customers now “notably more positive” on AI demand sustainability exactly what the October panic got wrong. EUV remains the bottleneck. The Memory Wars thesis holds [image]
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@asmlcompany
@asmlcompany
on x
Fouquet: “Therefore, we expect 2026 to be another growth year for ASML's business, largely driven by a significant increase in EUV sales and growth in our installed base business sales.”
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@samsolid57
Sam Badawi
on x
ASML - Q4 2025 Earnings $ASML 1579.73 [+8.61% ON] ✅ Revenue: €9.72B (Est: €9.57B) ✅ Bookings: €13.16B (Est: €6.85B) FY2026 Guidance: ✅ Revenue: €34B-39B (Est: €35.15B) Updates: - Announced new share buyback program of up to €12B through end of 2028 [image]
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@thejefflutz
Jeff Lutz
on x
While many are shrieking ‘AI bubble’ ‼️, the company w/the longest lead time in the whole chain & w/superior visibility to long term demand is beating & raising 2026... Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues https://www.cnbc.com/...
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@rwang07
Ray Wang
on x
Q: What market outlook supports the guidance $ASML: Outlook has improved, driven by AI capacity build-up; Logic customers are accelerating 3nm/2nm plans; DRAM is seeing strong HBM/DDR demand, leading to more EUV layer adoption
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@asmlcompany
@asmlcompany
on x
CEO Christophe Fouquet: “In the last months, many of our customers have shared a notably more positive assessment of the medium-term market situation, primarily based on more robust expectations of the sustainability of AI-related demand.”
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@ericjackson
Eric Jackson
on x
ASML just told you where the AI cycle really is. • Orders: €13.2B vs €6.9B expected (almost 2×) • Buyback: €12B authorized • Revenue outlook already beating 2026 models • Semis still under-owned by hedge funds This isn't the end of the AI trade. It's the part where
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@thetranscript_
@thetranscript_
on x
$ASML CEO: “In the last months, many of our customers have shared a notably more positive assessment of the medium-term market situation, primarily based on more robust expectations of the sustainability of AI-related demand. This is reflected in a marked step-up in their [image]
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r/StockMarket
r
on reddit
Chip giant ASML surges 7% as AI boom fuels record orders and upbeat 2026 guidance
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NewsMax.com
NewsMax.com
on x
ASML Lifts 2026 Outlook on Record AI Chip Orders