ASML ASML Holding NV

$ASML just backs up the AI boom -Q3 EPS: $14.88 vs $12.47 expected -Q3 sales: $13.4B vs $13.18B expected, up 53% year over year -Gross margin: 57.5%, above their own guidance Next quarter’s sales are expected to be 22% to 30% higher than this one. $AMD $NVDA $INTC $SPY

$ASML Q3 Earnings Preview courtesy of the Stocktwits MCP 🔬 Reports TOMORROW (Wed 10/14) before the US open 🎯 Mgmt Q3 guide: • Net sales: €11.0–€12.0B (vs €9.3B in Q2!) • Gross margin: 55–57% 📈 FY26 guide (raised in July): €43–€45B sales, 54–56% GM 📈 Last qtr (Q2): €9.3B sales + 54.0% GM, both ABOVE guide. EUV systems €3.8B incl. 1 High-NA. Logic/memory split ~51/49 🔑 Watch: • Can they hit that big Q3 step-up? • Margin expansion toward 55–57% • 2027 color. This is the big one • High-NA adoption pace • China decline + export controls • Memory (HBM/DRAM) demand. See $MU ⚠️ No quarterly bookings anymore. ASML dropped that metric in 2026, so the outlook carries all the weight 🧠 Setup: ~$1,709, down ~2% today Stocktwits sentiment: Bullish (68) 🐂 ~88% of tagged posts bullish $TSM $SMH

$ASML monsterous earnings. I am buying hand over first at any price during this quarter because there will be few companies like this benefiting so strongly from AI on actual moat profit level.

$ASML earnings were excellent. Everyone is waiting for CPI. Of that is cool this rips a 100.00.

$ASML so they make the fabs for INTC and TSM. Those two companies make everything for NVDA, AAPL, AMD, MU, GOOGL, META, MSFT, AMZN. Every company less INTC listed is a 1T+ market cap company. So $ASML, the company that makes the tools to make the products for every trillion-dollar company is worth 600B? Either all this CapEx spend that’s always talked about going straight into $ASML pockets or they aren’t spending money like they’re saying. Me personally, ASML is a 1T company and I expect a 50% move to get there. Tomorrow we’ll see if these AI companies have been putting their money where their mouth is.

ASML CEO Says China Competition Risk Is ‘Pretty Low,’ Country Still Has A ‘Long, Long Way To Go’ $ASML $SMH $SOXX $SOXL $SOXQ https://stocktwits.com/news/equity/markets/asml-ceo-says-china-competition-risk-is-pretty-low-country-still-has-a-long-long-way-to-go/cZxfwgURBqm

$ASML Q3 EARNINGS • Revenue $13.06B vs Est. $12.95B • EPS $14.50 vs Est. $11.87 • Net Income $5.6B vs. Est. $4.5B • Gross margins 58% vs. Est. 55% FY26 Guidance • Revenue $50B vs Est. $49B • Gross margins 56% vs. Est. 54% Supply plans for 2027 and 2028 still fall short of demand with the company now exploring additional 2028 capacity beyond the 30% increase already announced.

$ASML CEO: "Our customers continue to increase their short- and medium-term equipment demand forecasts with us, driven primarily by their views on the size and duration of AI-related investments."

$ASML Q3 sales came in at 11.66 billion euros, gross margin 57.5 percent. Guidance was 11 to 12 billion on sales and 55 to 57 percent on margin, so margin cleared the top end, helped by Installed Base sales at 3.29 billion euros. Net income was 4.96 billion euros, basic EPS 12.95 euros. Q4 is guided to 14.2 to 15.2 billion, and the full year was narrowed to 44 to 45 billion from 43 to 45 billion. Fouquet said planned supply for 2027 and 2028 still won't fully meet customer demand, and customers are already asking about orders for 2029 and 2030. ASML is now looking at raising 2028 capacity beyond the 30 percent increase it had already planned.

ASML beat, raised guidance, and still fell 0.6%. The PHLX Semiconductor Index is down five straight days. At ~60x earnings and +54% YTD, good is no longer good enough for semis. The bar moved from results to perfection. $ASML $SOXX $NVDA

$ASML just look at those numbers! The AI trade is dead!! They have increasing net income! All the money going to their suppliers and employees is fake!!! Can you people seriously fuck off? When blackrock says they are losing confidence, it means they are not getting enough of the pie and they want your cheap shares. You think these fucks Fink and Griffin got where they are being honest? They can crash entire markets when someone comes along and makes $ without sucking citadel's dick first.

$ASML | ASML HOLDING N.V. Q3 2026 EARNINGS HIGHLIGHTS ◆ EPS: $14.50 vs. $12.16 est. ✅ ◆ Revenue: $13.06B vs. $13.20B est. ❌ ◆ Net Income: €5.0B (+133.4% YoY) ◆ Operating Income: €5.2B (+109.6% YoY) ◆ R&D Expense: €1.2B (+5.9% YoY) ◆ Free Cash Flow: €11.4B (+4548.0% YoY) Segment Performance: ◆ Net System Sales: €8.4B (+73.9% YoY) ◆ Installed Base Mgmt: €3.3B (+19.5% YoY) Key Metrics: ◆ Share repurchases totaled €4.1B in Q3 2026 (approx. 2.8 million shares) under the 2026-2028 buyback program. ◆ Interim dividend of €1.88 per ordinary share paid in Q3 2026; second interim dividend of €1.88 payable November 4, 2026. ◆ Capex (purchases of PP&E and intangibles) was €447M in Q3 2026, up from €315M in Q3 2025. Forward Guidance: ◆ Q4 2026 total net sales between €14.2B and €15.2B. ◆ Q4 2026 Installed Base Management sales around €3.7B. ◆ Q4 2026 gross margin around 57%. ◆ Q4 2026 R&D costs around €1.2B; SG&A costs around €0.4B.

#CPI tomorrow but don't overlook $ASML - any big surprises there and could move things $91.19 or 5.39% implied move Last 4 reports it closed: +2% -2% -2% +2% 4 before that: -8.3% -7.1% +4.3% -6.2%

$ASML $NVDA $BTC.X Page 1 — Trump, Interest Rates and the Economy I wouldn’t rule out one more Fed rate hike, but perhaps that could be the last one. Trump has promised to give Americans $5,000 if Republicans retain control of both chambers of Congress. The plan has not been approved yet. Such a payout could fuel inflation and make it harder for the Fed to bring it under control. But there’s another side to the story: millions of Americans would suddenly have more money to spend. What could that mean for consumer spending, corporate profits and economic growth?

$ASML CFO said demand from $TSLA $SPCX Elie Musk’s planned Terafab chip project is included in its forecasts for 2027 and beyond,,,which means, we can't trust the forcast .

ASML Raises Sales Forecast For A Third Time, But Q3 Revenue Miss Sends Stock Lower: Earnings Selloff Spreads To MU, SNDK, INTC $ASML $MU $SNDK $INTC $SOXX https://stocktwits.com/news/equity/markets/asml-raises-sales-forecast-for-a-third-time-but-q3-sales-miss-sends-stock-lower-earnings-selloff-spreads-to-mu-sndk-intc/cZxfWHbRBp9

$ASML ASML Q3 2026 Results (YoY, EUR): — Revenue: +55.2% to €11.7B — Gross profit: +72.7% to €6.7B — Gross margin: 57.5% (vs. 51.6%) — Net income: +133.4% to €5.0B — EPS: +135.9% to €12.95 — New lithography systems sold: 113 (vs. 66) — Installed base sales: +67.6% to €3.3B Outlook: ASML expects FY2026 revenue of €44B–€45B, with a gross margin of approximately 56%.

$ASML still feel like this pulls back a little this week heading into ER next week ..??? Idk. Got credit call spread going $1860-$1900 still for this week.

$ASML Get ready for another extraordinary great earnings report by one of the most important companies in the world followed by a massive selloff driven by the idiots that control the market.

$ASML seems like they took this down so much in 2 weeks … $160 ish . Usually it red on earnings but with pullback expecting it could be $50-$80 green premarket tomorrow ., but we shall see .