ASML reports record $13 billion quarter, vows to expand capacity as demand for lithography equipment soars — customers eager to secure orders in 2030 as demand is expected to outstrip 2027 and 2028 supply

ASML reported Q3 2026 earnings of $12.93 per share, beating estimates, but revenue of $11.66 billion missed expectations. Year-over-year revenue grew 55.2%, driven by AI-driven semiconductor demand. Gross margin expanded to 57.5%. ASML expects continued growth in Q4 and full-year 2026, with revenues up 36% and gross margin around 56%. However, long-term growth depends on sustained customer investment and operational challenges.

ASML and Goldman Sachs reported strong Q3 earnings, with ASML beating estimates on EPS and revenue, and Goldman showing 39% earnings growth. Despite this, both stocks have declined, with ASML down 6.8% in a week and Goldman down 11.1% in a month. Analysts attribute the drop to P/E compression and a valuation reset. JPMorgan missed earnings but showed positive net interest income outlook. The S&P 500 is described as two markets: AI-related companies and others.

ASML, a Dutch company that manufactures advanced chipmaking equipment, reported strong Q3 results and guided higher for Q4 and 2026. The company noted that customers are already expressing interest in ordering tools for delivery in 2029 and 2030, indicating long-term demand for AI-related investments. ASML's CEO stated that customers are increasing their equipment demand forecasts. The company is considering expanding capacity beyond its planned 30% increase for 2028 due to high demand.

ASML Holding N.V. received a Buy rating from Berenberg, based on a weighted average of several composite ratings including valuation, EPS revisions, and visibility. The stock is currently trading at 1,452.40 EUR, down 4.96% over 5 days and 11.01% year-to-date, but up 57.48% over a longer period.

ASML reports strong Q3 2026 earnings with €4.96B net profit and €11.7B sales. CEO says demand for chipmaking tools is outpacing capacity despite expansion plans. Prices will rise starting 2027. Shares up 2% on the day, nearly 70% YTD. Customers include Samsung, Intel, TSMC, and others investing heavily in chip production.

ASML's Q3 sales of €11.66 billion missed estimates of €11.72 billion, but net profit of €4.96 billion exceeded expectations. The company raised its 2026 sales forecast to €44-45 billion. Shares fell despite strong earnings and a solid outlook, with investors focusing on margin concerns. ASML expects Q4 sales of €14.2-15.2 billion, beating estimates. The stock has gained 11% in the last 6 months, with a price target of $2314.