Why Is ASML Stock Jumping Over 5% Premarket Today?

• ASML builds the world’s most advanced chipmaking machines used by leading semiconductor manufacturers.
• Stock rose over 5% in Wednesday’s premarket session.
• Stocktwits sentiment for AMSL rose to ‘extremely bullish’ from ‘bullish.’

U.S-listed shares of ASML Holding NV rose 5.2% in early premarket trading on Wednesday, after the Dutch chip-making equipment maker raised its annual sales forecast for a second time this year following a strong quarter.

The company said that the continued progress in AI technologies was driving demand for advanced logic and memory chips, further strengthening the semiconductor industry's growth outlook.

“Our customers, in turn, continue to accelerate their capacity expansion plans. This is translating into customer commitments across our product portfolio, providing ASML with increased visibility into longer-term demand. Our order intake remained extremely strong in the first half of the year,” the company said in a statement.

ASML builds the world’s most advanced chipmaking machines, particularly extreme ultraviolet (EUV) lithography systems, used by leading semiconductor manufacturers such as TSMC, Samsung and Intel to produce cutting-edge chips.

ASML Raises 2026 Outlook

AMSL said it now expects full-year 2026 net revenue of 43 billion euros to 45 billion euros ($49 billion to $51 billion), up from ​its earlier forecast range of 36 billion euros to 40 billion euros.

AMSL said it would increase manufacturing capacity for its EUV machines to meet a large number of orders queued up for 2028.

In the three months ended June, ASML’s revenue increased over 6% to 9.33 billion euros, topping analysts' estimates ​of 8.80 billion euros from LSEG/Reuters. Net income came in at 2.92 billion euros, also above expectations of 2.62 billion euros.

AMSL Stock Move, Retail View 

ASML’s shares have surged about 66% this year on anticipation that the rapid AI data center buildout and the surge in chip demand would filter down to ASML’s machines. Taiwan Semiconductor Manufacturing Co., the world’s biggest contract chip manufacturer and a key ASML customer, reported a 36% increase in quarter sales this week.

ASML ticker was trending in the top five on Stocktwits early Wednesday, with the retail sentiment for the stock rising to ‘extremely bullish’ from ‘bullish’ the previous day. “$AMSL To sum up, the sharp upward revision confirms full-year growth above 30%, stabilizing market sentiment,” a trader wrote. 

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