Added to YB: 2026-04-17
Pitch date: 2026-04-16
ASML [neutral]
ASML Holding N.V.
Author Info
Company Info
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems.
Market Cap
EUR 473.4B
Pitch Price
N/A
Price Target
N/A
Dividend
0.61%
EV/EBITDA
35.80
P/E
47.57
EV/Sales
13.88
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ASML Holding NV (ASML) — Q1 2026 Results Deep Dive
ASML (earnings): Q1 rev €8.77B (+13% YoY), IBM €2.5B (+24% YoY), GM 53% (high end guide), EPS +19%. FY26 raised to €36-40B from €30-35B (+€5.5B midpoint). 2027 EUV capacity raised to 'at least 80' units, ASP improvement confirmed, DRAM 'perfect storm' driving demand. Stock -5.4% on Q2 GM guide 51-52% (vs Q1's 53%), market pricing Q1 as mix anomaly from high-margin software IBM upgrades. Immersion supply resolved. CMD FY30 corridor likely revised upward.
Read full article (17 min)