ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est.
UpdateBenzinga:ASML Q4 Net Bookings Surge To €13.2B, Includi...Associated Press:ASML: Q4 Earnings Snapshot
Reuters
Related Coverage
- ASML's Record Orders Smash Estimates as AI Spurs Demand Bloomberg · Sarah Jacob
- ASML's Q4 bookings beat expectations as chipmakers order more to satisfy AI demand RTÉ
- ASML posts record 2025 results on surging orders DigiTimes
- ASML's record orders smash forecasts as AI drives chipmaker demand, to lay off 1,700 The Straits Times
- ASML Stock Soars on Record Orders and AI-Driven 2026 Guidance Watcher Guru · Loredana Harsana
- ASML Ends 2025 With Record Orders as AI Spending Remains Healthy — Update Dow Jones Newswires · Mauro Orru
- ASML Q4 Net Bookings Surge To €13.2B, Includi... Benzinga
- ASML: Q4 Earnings Snapshot Associated Press
- ASML orders beat expectations as company plans 1,700 layoffs DigiTimes
- ASML bookings blow past estimates as SK Hynix plans capital-expenditure boost MarketWatch · Steve Goldstein
- ASML executives bet on chip demand strength past 2025 DigiTimes
- Tech giant ASML announces record orders in boost for AI boom Al Jazeera · John Power
- ASML shares hit record high as AI demand fuels orders Financial Times · Tim Bradshaw
- ASML Shares Rise on Record Orders as AI Spending Remains Strong Dow Jones Newswires · Mauro Orru
- ASML Stock: Record Orders Push Shares to New Highs on AI Boom Blockonomi · Trader Edge
- ASML beats on Q4 orders as AI demand lifts outlook Proactive · Angela Harmantas
- Chip-Machine Giant ASML Logs Record Orders as AI Spending Booms Yahoo Finance · Mauro Orru
- ASML made record $11.5 billion profit in 2025 thanks to AI-driven demand, plans to cut 1,700 jobs Associated Press
Discussion
-
@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]
-
@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👇
-
@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]
-
@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.”
-
@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]
-
@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/...
-
@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
-
@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.”