|
|
|
|
|
|
|
|
|
16.10.25 - 07:48
|
ASML signals stable 2025 sales outlook as China demand expected to cool (Digitimes)
|
|
|
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors hoping for stronger growth. Analysts, however, said the company typically provides conservative guidance, suggesting potential strength in sales of advanced tools outside China as the artificial intelligence (AI) boom drives new investment....
|
|
|
16.10.25 - 07:48
|
ASML expects China sales to normalize after exceptional growth cycle (Digitimes)
|
|
|
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually strong two-year cycle. The company's executives emphasized that the current year's performance in China has remained robust, but the elevated levels seen in 2024 and 2025 were not sustainable in the long term....
|
|
|
16.10.25 - 07:48
|
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch (Digitimes)
|
|
|
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements, while acknowledging uncertainties in 2026 demand. The company highlighted stronger performance in its low numerical aperture (Low NA) systems, steady momentum in AI-driven demand, and unveiled a new lithography tool—the XT:260—targeted at the fast-growing advanced packaging market....
|
|
|
15.10.25 - 23:48
|
ASML Earnings Signal AI Demand Holding Strong | Bloomberg Tech 10/15/2025 (Bloomberg)
|
|
|
Bloomberg's Caroline Hyde breaks down ASML's earnings as the AI boom continues to fuel demand for its cutting-edge chip-making machines. Plus, deals to develop data centers just keep coming, among them Microsoft and UK startup NScale inking a fourth deal. And, Apple updates its top-of-the-line iPad Pro and other products with its own in-house chip. (Source: Bloomberg)...
|
|
|
|
|
|
|
15.10.25 - 17:15
|
Chipkonzern ASML mit stabilem Gewinn (Handelszeitung)
|
|
|
Der niederländische Technologie-Konzern ASML hat im dritten Quartal in etwa so viel Gewinn gemacht wie im Vorjahreszeitraum. Allerdings geht der Hersteller von Maschinen für die Chip-Produktion von einem Einbruch seines Geschäfts in China im kommenden Jahr aus....
|
|
|
|
|
15.10.25 - 15:42
|
Futures Rise After Strong Earnings Ease Trade War Fears (ZeroHedge)
|
|
|
Futures Rise After Strong Earnings Ease Trade War Fears
US equity futures are again higher due a combination of softening trade rhetoric, a dovish Powell who reassured markets that another rate cut was coming, and solid results from BofA and Morgan Stanley. While cooking oil has become the latest flashpoint between the US and China, there are enough positive themes to offset trade-war worries for now. As of 8:15am ET, S&P 500 futures were 0.8% higher with Nasdaq 100 contacts +1.0%. Pre-mkt, Mag7 and Semis are looking to rebound from yesterday's losses where Equal-weighted indices outperformed Mkt-weighted indices by 90-100bp. Cyclicals are poised to see outperformance with Banks, Industrials (esp. AI plays), and Materials leading the factor higher. In Europe, ASML gave another boost to the AI story after orders for its chip-making machines beat expectations. Bond yields are lower and the USD is weaker. In commodities, crude is up but other Energy products are lower; precious metals are hig...
|
|
|
15.10.25 - 15:30
|
ASML Orders Beat Estimates, LMVH Stock Soars After Sales Turnaround | The Opening Trade 10/15 (Bloomberg)
|
|
|
ASML posted stronger-than-expected orders in the third quarter and said sales next year would be at least on par with 2025, as AI fueled demand for its chip-making machines.
LVMH shares surged after the owner of Louis Vuitton and Christian Dior unexpectedly returned to sales growth in the third quarter, suggesting a slump in luxury demand is easing. Revenue rose 1% on an organic basis, snapping two quarters of declines.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Lizzy Burden. (Source: Bloomberg)...
|
|
|
15.10.25 - 14:01
|
ASML Orders Beat Expectations On AI Boost (ZeroHedge)
|
|
|
ASML Orders Beat Expectations On AI Boost
ASML Holding NV shares climbed +4% in Europe after the world's top supplier of photolithography systems for the semiconductor industry reported 5.4 billion euros in new orders for the third quarter, exceeding the Bloomberg Consensus estimate of 4.89 billion euros. Despite lower-than-expected quarterly revenue at 7.52 billion euros, versus the 7.71 billion euros forecast, analysts were pleased with stronger EUV demand and improved 2026 guidance. Shares are up 30.3% on the year, making ASML Europe's largest company by market cap. This earnings report only suggests that tailwinds from artificial intelligence demand will continue for ASML's chip-making machines.
ASML Q3 Earnings Snapshot: AI Demand Continues (Bloomberg Consensus):
Headline Results:
Bookings: €5.40 billion (-2.6% q/q) vs. €4.89 billion expected - beat Net
Net sales: €7.52 billion (-2.3% q/q) vs. €7.71 billion expected - slight miss
Operating income: €2....
|
|
|
15.10.25 - 12:21
|
ASML-Aktie: Zahlen, Hintergründe, Stimmen! (Der Aktionaer)
|
|
|
ASML hat im dritten Quartal überraschend viele Aufträge ergattert und übertraf damit die Erwartungen der Analysten deutlich. Während der niederländische Chipausrüster die Ziele für das Gesamtjahr bestätigte, soll der Umsatz im kommenden Jahr mindestens auf dem Niveau von 2025 liegen....
|
|
|
|
|
15.10.25 - 11:02
|
AKTIE IM FOKUS: ASML nach Zahlen deutlich im Plus (DPA-AFX)
|
|
|
AMSTERDAM (dpa-AFX) - Aktien von ASML (ASML NV) haben im frühen Handel am Mittwoch mit deutlichen Gewinnen auf die Zahlen zum dritten Quartal reagiert. Zuletzt gewann das Technologie-Schwergewicht 3,3 Prozent auf 874,50 ......
|
|
|
|
|
|
|
15.10.25 - 09:36
|
Aktie vorbörslich im Plus: ASML übertrifft die Erwartungen: Aber das Wachstum schwächelt (Wallstreet-Online)
|
|
|
Europas wertvollster Konzern verbucht mehr Bestellungen als erwartet, geht aber für das kommende Jahr von keinem Wachstum beim Umsatz aus. Das Sorgenkind heißt China.. --- CEO Christophe Fouquet betonte, dass die Nachfrage insbesondere bei hochmodernen EUV-Maschinen für KI-Chips anhält, während das Geschäft in China deutlich rückläufig sein dürfte. ASML hat im dritten Quartal die Analystenerwartungen übertroffen und signalisiert, dass der Umsatz 2026 mindestens auf dem Niveau von 2025 liegen dürfte. Angetrieben wird das Wachstum vor allem durch die starke Nachfrage nach Maschinen für künstliche Intelligenz.. --- Gleichzeitig warnt ASML vor geopolitischen Risiken: US-Beschränkungen und Handelsstreitigkeiten mit China könnten die Verkäufe dort belasten. Im dritten Quartal entfielen 42 Prozent der Umsätze auf China, nach 27 Prozent im Vorquartal.. --- Das Unternehmen plant, seine Jahresumsätze bis 2030 auf bis zu 60 Milliarden Euro zu steigern, verglichen mit 28,3 Milliarden Euro im Vorjahr..
|
|