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ASML reports Q1 net sales of €8.8B, above €8.5B est., a €2.8B net profit, above €2.5B est., and raises its 2026 net sales forecast from €34B-€39B to €36B-€40B

CNBC Arjun Kharpal

Discussion

  • r/StockMarket r on reddit
    Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong
  • Christophe Fouquet Christophe Fouquet on linkedin
    Earlier today, we published our Q1 2026 financial results, and the first quarter was a solid one for ASML. …
  • @skundojjala Sravan Kundojjala on x
    - at least 60/80 low-NA EUV output for 2026/2027 - 2nd straight ATH for EUV shipments/revenue; EUV 66% of systems revenue - EUV ASP roughly flat at €259M - DUV revenue down -45% q/q and -15% y/y; slow start [image]
  • @skundojjala Sravan Kundojjala on x
    - China cools off to 19% of systems revenue from 36% in 4Q25 - Current CY26 guidance can accommodate export controls outcomes - Customer capex is increasing; both Memory and Logic customers are trying to accelerate capacity ramps in '26 and beyond [image]
  • @skundojjala Sravan Kundojjala on x
    - Korea (+69% q/q) and Taiwan (+47%) accelerate - US -42% q/q; 4 q/q declines in 5 quarters - For 2027, ASML is ramping non-EUV production to be in line with customer demand - Logic down -41% q/q while memory up 38% [image]
  • Peter Elstrom Peter Elstrom on linkedin
    Well, it's taken about 10 hours for investors to make up their minds about ASML's latest earnings report, but the conclusion is now clear: They're not impressed. …