ASML warns it may not achieve growth in 2026
NETHERLANDS, JUL 16 – ASML's net bookings reached 5.5 billion euros in Q2 2025, surpassing analyst expectations amid strong demand for advanced semiconductor manufacturing equipment.
- On July 16, 2025, ASML, the Dutch supplier of chip-making equipment, indicated that it might experience stagnant revenue in 2026 due to increasing uncertainty in Veldhoven, Netherlands.
- Ongoing geopolitical tensions and U.S. tariff measures have created uncertainty, leading semiconductor manufacturers in the United States to postpone final decisions on their investments while waiting for more definitive guidance on import costs.
- The company reported second-quarter net bookings of 5.54 billion euros, surpassing analysts' forecast of 4.44 billion euros, supported by robust interest from semiconductor manufacturers focused on AI technologies, which bodes well for its future prospects.
- CEO Christophe Fouquet noted that although the company is getting ready for expansion in 2026, it is unable to guarantee this outcome at the moment, due to rising macroeconomic and geopolitical uncertainties, including tariffs.
- ASML’s announcement suggests 2026 could mark the first flat revenue year since 2012, reflecting cautious investor sentiment despite solid current demand and historic growth.
77 Articles
77 Articles
According to the original report, the pan-European STOXX 600 index recorded a fall of 0.3%, reaching 543.38 points at 0712 GMT. One of the protagonists of this decline was ASML, which suffered a collapse of 6.7% in its actions after warning about possible difficulties in its growth by 2026, despite exceeding expectations in its reserves in the second quarter.Technology and the automotive sector on the looseropeNot only ASML is facing challenges.…
ASML Drops 7% After Earnings
Live Updates Live Coverage Updates appear automatically as they are published. How other semiconductor stocks are looking pre-market 8:12 am Taiwan Semiconductor (TSM): Down .48% Applied Materials (AMAT): Down 2.69% Lam Research (LRCX): Down 3.04% KLA Corporation (KLAC): Down 2.49% Q3 Sales Also troubling 8:02 am by Eric Bleeker ASML’s Q3 sales guidance of €7.4B to €7.9B are significantly below Wall Street’s estimates. We’ll see what comm…
ASML's revenue has grown continuously since 2012, but this year growth may come to a halt.
The Veldhoven-based chip machine maker previously expected growth in 2026, but is now tempering expectations.
ASML Faces 2026 Growth Uncertainty Amid Record Bookings
ASML Faces 2026 Growth Uncertainty Amid Record Bookings ASML, the world's leading supplier of computer chip-making equipment, issued a warning on Wednesday about potential stagnation in growth by 2026, despite surpassing market expectations for its second-quarter bookings. Analysts had previously anticipated that the quarter might bring some reassurances about ASML's 2026 outlook, but geopolitical factors continue to cloud the company's future p…
Coverage Details
Bias Distribution
- 66% of the sources are Center
To view factuality data please Upgrade to Premium