ASML Holding N.V. — News

The semiconductor market, which has significantly outperformed the broader market in 2026 is seeing a pullback in July. The factors driving this rise include aggressive profit-taking, valuation concerns, and unwinding leveraged trades following a historic AI-fueled rally.

etftrends.com - 2026-07-24 16:07:40

A 35-year-old institutional powerhouse just made its first move into the ETF market, betting that quality stock picking in developed markets abroad can justify a fee 23 times higher than its cheapest rival.

247wallst.com - 2026-07-23 15:41:11

Semiconductor exchange-traded funds have gained more than 25% this year. Intel Corporation's (INTC) second-quarter earnings report after today's close could test whether that rally continues.

etftrends.com - 2026-07-23 15:37:58

ASML Holding N.V. delivered Q2 '26 earnings and revenue last week that came in significantly above expectations, driven by surging AI-related semiconductor demand. ASML raised its 2026 revenue outlook to €43–45 billion, implying up to 38% year-over-year growth and supporting my Strong Buy rating. Q2 saw strong revenue growth, robust gross and operating margin expansion, and a sharp rebound in free cash flow, fueled by higher lithography machine sales and pricing power.

seekingalpha.com - 2026-07-23 13:36:26

ASML's EUV dominance and next-gen High-NA systems position it to benefit as AI demand drives advanced chip production.

zacks.com - 2026-07-23 13:26:06

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

zacks.com - 2026-07-23 10:31:24

Recently, Zacks.com users have been paying close attention to ASML (ASML). This makes it worthwhile to examine what the stock has in store.

zacks.com - 2026-07-23 10:00:23

ASML (ASML +0.14%) controls the manufacturing bottleneck behind the world's most advanced chips. Its monopoly, rising service revenue, and High-NA systems create a powerful AI opportunity, but China restrictions, customer delays, and a premium valuation could determine whether the stock rewards patient investors.

fool.com - 2026-07-23 08:33:16

ASML just raised guidance by a huge amount.

fool.com - 2026-07-22 06:00:00

Acumen Wealth Advisors LLC lessened its stake in ASML Holding N.V. (NASDAQ: ASML) by 77.4% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 703 shares of the semiconductor company's stock after selling 2,410 shares during the quarter. Acumen Wealth

defenseworld.net - 2026-07-22 04:35:15

ASML finally caught a tailwind from the AI boom.

fool.com - 2026-07-21 15:15:00

Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.

schaeffersresearch.com - 2026-07-21 15:09:29

SK Hynix is a leading producer of high-bandwidth memory (HBM), DRAM, and NAND flash for AI chips. The company recently completed a U.S.-listed IPO and plans to use the proceeds from that stock sale to fund its production capacity expansion.

fool.com - 2026-07-21 15:05:00

The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.

zacks.com - 2026-07-21 12:31:07

ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.

fool.com - 2026-07-21 11:49:00

ASML Holding N.V. remains a Strong Buy after a 77% rally, driven by robust Q2 results and a substantial 2026 guidance raise. Q2 revenue rose 21% to €9.3B, net income grew 26% to €2.9B, and gross margin expanded to 54%, with service upgrades fueling margin strength. Management raised 2026 revenue guidance by €6B to €43–45B, citing accelerating AI-driven demand for advanced logic and memory chips.

seekingalpha.com - 2026-07-21 08:39:14

ASML stock dropped despite an earnings beat. AI spending concerns and a high valuation have left investors worried.

fool.com - 2026-07-21 08:32:00

AlTi Global Inc. trimmed its position in shares of ASML Holding N.V. (NASDAQ: ASML) by 49.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,665 shares of the semiconductor company's stock after selling 1,642 shares during the quarter. AlTi Global Inc.'s

defenseworld.net - 2026-07-21 03:14:20

SOXX dips into a bear market

investorplace.com - 2026-07-20 17:00:00

Instead of betting on one AI chip winner, these five semiconductor leaders offer diversified exposure to the industry's biggest growth trend.

fool.com - 2026-07-20 12:30:00

ASML , the largest maker of equipment used to manufacture computer ​chips, intends to offer employees a ‌bonus worth €20,000 ($22,838.00) if they remain with the company between 2027 and 2030.

reuters.com - 2026-07-20 10:08:37

ASML recently noted that Intel is using the high-NA EUV machines to mass-produce Panther Lake client CPUs. Intel was unable to meet the solid demand for its client CPUs in Q1.

fool.com - 2026-07-20 07:23:00

Boston Common Asset Management LLC acquired a new stake in shares of ASML Holding N.V. (NASDAQ: ASML) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 3,297 shares of the semiconductor company's stock, valued at approximately $4,355,000. Several other hedge funds and other

defenseworld.net - 2026-07-20 06:44:45

Broderick Brian C purchased a new position in shares of ASML Holding N.V. (NASDAQ: ASML) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 2,000 shares of the semiconductor company's stock, valued at approximately $2,642,000. Several other institutional investors and hedge funds

defenseworld.net - 2026-07-20 05:39:15

Dimensional Fund Advisors LP increased its holdings in shares of ASML Holding N.V. (NASDAQ: ASML) by 1.8% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,033,583 shares of the semiconductor company's stock after acquiring an additional 18,768 shares during

defenseworld.net - 2026-07-20 04:12:13

The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring ​demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them.

reuters.com - 2026-07-20 01:02:57

Semiconductor stocks have officially entered a bear market after the PHLX Semiconductor Index (SOX) plunged more than 20% from its June 2026 record high, raising concerns that the AI-driven rally may be losing momentum.

finbold.com - 2026-07-19 10:01:38

TSCM has a virtual monopoly on the manufacturing of advanced logic chips and is riding the AI infrastructure boom. ASML has a monopoly on the EUV machines used to make AI chips and HBM.

fool.com - 2026-07-19 09:20:00

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 500 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.

seekingalpha.com - 2026-07-19 08:15:00

ASML raised its 2026 sales outlook for the second time this year, to a range of 43 billion to 45 billion euros. The company plans to expand capacity for its flagship machines by 30% in 2027 and is studying another 30% increase for 2028.

fool.com - 2026-07-19 05:23:00

TSMC and ASML are key players in the AI growth story. They've delivered positive news, but investors have grown more cautious about tech stocks recently.

fool.com - 2026-07-19 03:40:00

ASML delivered another beat-and-raise quarter, with Q2 revenue, EPS and gross margin all coming in above expectations. Advanced logic demand remains strong across 3 nm, 2 nm and early 1.4 nm investments, while memory system sales are set to benefit from major DRAM and HBM capacity additions. Installed Base Management, system mix, pricing and controlled operating expenses create several paths for further margin expansion.

seekingalpha.com - 2026-07-18 19:45:33

Matt Dmytryszyn talks about what ASML's (ASML) earnings beat means for the greater AI chip trade. He says ASML Holding intends to raise prices for chipmaking equipment, which can impact companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC).

youtube.com - 2026-07-18 09:30:24

One of our favorite tech-focused closed-end funds (CEFs) is showing a pattern we love to see. What I'm going to show you below is one of my favorite setups for future gains for us, while we collect strong dividends, too.

forbes.com - 2026-07-18 09:25:07

Chip gear giant ASML resisted last week's AI rout. But investors should also look beyond stocks tied to the artificial intelligence buildout

investors.com - 2026-07-18 08:00:15

ASML Holding N.V. delivered strong Q2 2026 results, raising full-year sales guidance to €43–45 billion and gross margin to 54–56%. Volume growth across advanced logic, DRAM, immersion systems, and installed-base upgrades underpins the upgraded outlook, with capacity expansions planned through 2028. EBITDA and free cash flow estimates for 2026–2028 were lifted by 24% and 28%, respectively, supporting a bullish price target of $2,259 (30% upside).

seekingalpha.com - 2026-07-18 06:12:46

ASML is increasing its production capacity, given the strong demand it is seeing for its EUV lithography machines. The equipment supplier is benefiting from the booms in the AI processor and memory markets.

fool.com - 2026-07-18 05:15:00

Angeles Wealth Management LLC lifted its position in ASML Holding N.V. (NASDAQ: ASML) by 127.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 798 shares of the semiconductor company's stock after buying an additional 447 shares

defenseworld.net - 2026-07-18 04:16:59

ASML (NASDAQ: ASML) raised its 2026 outlook after reporting second-quarter results that exceeded its own guidance, citing stronger-than-expected installed base sales, robust demand from advanced logic and memory customers, and improving output across its supply chain and manufacturing operations. On the July 15 earnings call, CFO Roger Dassen said second-quarter total net sales were €9.3 billion,

defenseworld.net - 2026-07-18 03:37:10

ASML's 20-year head start in the lithography segment underpins their AI enabler status while explaining the premium stock prices/valuations. They may benefit from the intensifying logic foundry competition, the booming memory sector, and the increased upgrading/servicing cadence. These industry tailwinds support ASML's multi-year growth prospects, aided by the improving pricing power and aggressive capacity expansion.

seekingalpha.com - 2026-07-17 09:15:00

ASML Holding N.V. and Taiwan Semiconductor Manufacturing Company Limited both raised 2026 revenue and capex outlooks, reflecting surging AI-driven demand for advanced semiconductor capacity. ASML's installed-base management revenue is growing over 30%, with memory-related system sales expected to rise more than 75% this year amid a 'perfect storm' in DRAM. TSMC's advanced node demand is robust, driving its 2026 revenue growth outlook above 40% and capex guidance to $60–64 billion, confirming ASML's expansion plans.

seekingalpha.com - 2026-07-17 08:53:33

ASML Holding faces valuation pressure despite stable sales and net income growth, as forward risks remain unresolved. Sales to China have sharply declined from nearly half to under 20%, with future performance hinging on evolving US export restrictions. ASML's updated guidance targets €43–45 billion in sales and 54–56% gross margin, driven by EUV and DUV capacity expansions.

seekingalpha.com - 2026-07-17 08:00:11

The chip equipment maker is progressing on its 2030 goals far faster than expected. Strong customer commitments give ASML the green light to increase production capacity.

fool.com - 2026-07-17 08:00:00

China will contribute around 20% of ASML's revenue across the whole of 2026, the company's CFO said. While that figure is a sizable drop from previous years, political headwinds in the U.S. are pushing for stricter export controls on sales of chipmaking hardware to Beijing.

cnbc.com - 2026-07-17 07:08:32

ASML's strong Q2 growth, expanding margins and AI-driven demand support its outlook, but a premium valuation and muted estimates cloud its appeal.

zacks.com - 2026-07-16 14:51:04

ASML Holding raises its 2026 outlook as AI-driven chip demand strengthens, while capacity expansion and pricing flexibility support growth.

zacks.com - 2026-07-16 11:01:17

ASML tops Q2 earnings and revenue estimates as stronger Installed Base Management sales and lithography shipments drive higher margins and a stronger 2026 outlook.

zacks.com - 2026-07-16 10:55:20

Ahead of ASML's Q2 2026 earnings report, AI capex is pulling forward lithography demand, and the world's only supplier of EUV systems is raising guidance again.

247wallst.com - 2026-07-16 10:35:06

I maintain a Buy rating on ASML Holdings and raise my price target from $2173 to $2510. ASML's 2026 outlook lifts the revenue guidance midpoint from €38 billion to €44 billion and the gross margin midpoint from 52% to 55%. I now estimate 2026 EPS of approximately €38 and 2027 EPS of €42.40, supported by EUV, DUV, High NA, and Installed Base Management growth.

seekingalpha.com - 2026-07-16 03:05:39

Shares of ON Semiconductor Corp (NASDAQ:ON) are trading 1% lower at $92.75 this afternoon, extending its stay below the $100 threshold.

schaeffersresearch.com - 2026-07-15 14:52:07