ASML raised its full-year 2026 net sales forecast from €36B-€40B to €43B-€45B and reported Q2 net sales of €9.3B (beat...
ASML raised its full-year 2026 net sales forecast from €36B-€40B to €43B-€45B and reported Q2 net sales of €9.3B (beat €8.8B est.) and net profit of €2.9B (beat €2.6B est.) CNBC.
confidence score
Strong evidence: 7 independent source classes support this read.
ASML has not made a large direction-matching 30-90 day move yet.
signal brief
ASML raised its full-year 2026 net sales forecast from €36B-€40B to €43B-€45B and reported Q2 net sales of €9.3B (beat €8.8B est.) and net profit of €2.9B (beat €2.6B est.) CNBC. The company also announced that Intel will use its High NA EUV machines for Panther Lake laptop chips Reuters. CEO Christophe Fouquet cited "extremely strong" order intake and capacity expansion plans, targeting a 30% increase in low NA EUV and DUV immersion capacity Bloomberg.
What the sources said:
- CNBC: "ASML on Wednesday raised its guidance for the second time this year and reported stronger-than-expected quarterly results as its customers continue to ramp up production of AI chips."
- Reuters: "Intel has decided to use a high-end machine from ASML to manufacture some of its flagship Panther Lake laptop chips."
- Bloomberg: "ASML raised its full-year sales forecast for the second time this year, as a surge in AI spending drives demand for its chip-making machines."
- Digitimes: "ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates."
The guidance raise and Intel design win signal strong demand for advanced lithography equipment, benefiting ASML and its customers like TSMC, Intel, and memory makers. The stock jumped over 7% following the news.
source data used
“Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell...”
“ASML lifted its annual sales forecast for the second time this year as a surge in artificial intelligence spending drives demand for the company’s chip-making machines. Europe’s most valuable company expects net sales to grow to...”
“Techmeme permalink: https://www.techmeme.com/260715/p10#a260715p10 <a href="https://www.reuters.com/business/intel-turns-next-generation-asml-tool-help-make-its-laptop-chips-2026-07-15/"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260715/i10.jpg" vspace="4" /></a> <p><a hr”
“ASML on Wednesday raised its guidance for the second time this year and reported stronger-than-expected quarterly results as its customers continue to ramp up production of AI chips. The Dutch semiconductor-equipment maker said it now expects...”
“Explore our financial results, share information, and strategy for growth as a leader in the competitive semiconductor industry. [Annual reports](/en/investors/annual-report) ASML files its annual report with the US Securities Exchange Commission each year. Explore the results...”
“Keep me signed in Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the...”
- https://www.ft.com/content/731ec5ef-e9e1-40f5-b0bd-09e71787a938
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Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.