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28.07.25 - 19:12
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ASML Just Plummeted After Earnings: Is This a Buying Opportunity (24/7 Wall St.)
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In a recent episode of the AI Investor Podcast, analysts Austin Smith and Eric Bleeker delved into the current state of ASML (Nasdaq: ASML), a leading semiconductor equipment manufacturer, which saw a large decline in its share price after last reporting earnings. The conversation highlighted ASML's absence from the $500,000 AI Portfolio Eric Bleeker has […]
The post ASML Just Plummeted After Earnings: Is This a Buying Opportunity appeared first on 24/7 Wall St.....
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25.07.25 - 05:48
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Tariffs blur ASML′s outlook, but China anchors the bottom line (Digitimes)
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ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026, we cannot confirm it at this stage," he said on the earnings call, prompting renewed scrutiny of end-market demand and chipmakers' appetite for capital equipment....
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22.07.25 - 09:24
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NXP Semiconductors-Bilanz: Aktie knickt ein und zieht Infineon und ASML mit - Jahresvergleichszahlen im Fokus (Finanzen.net)
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Obwohl NXP Semiconductors für das zweite Quartal 2025 einen Umsatz über der eigenen Prognose meldete und sequenzielles Wachstum zeigte, reagiert der Markt mit Skepsis... --- Im zweiten Quartal 2025 erzielte NXP Semiconductors einen Umsatz von 2,93 Milliarden US-Dollar. Während dies einen Anstieg von 3 Prozent gegenüber dem Vorquartal (Q1 2025: 2,835 Milliarden US-Dollar) darstellt, entspricht es einem Rückgang von 6 Prozent im Jahresvergleich. Dieser Jahresvergleichsrückgang könnte ein Faktor für die verhaltene Marktreaktion sein. Der Non-GAAP-verwässerte Nettogewinn je Aktie erreichte 2,72 US-Dollar, während der GAAP-Wert bei 1,75 US-Dollar lag. Auch hier zeigt sich im Jahresvergleich ein Rückgang..
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17.07.25 - 03:06
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ASML flags rising uncertainty in 2026 outlook amid tariff concerns (Digitimes)
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ASML executives warned of growing uncertainty in their 2026 outlook, citing escalating trade tensions and shifting customer sentiment. During the company's second-quarter 2025 earnings call, CEO Christophe Fouquet and CFO Roger Dassen said the past 90 days have seen a marked deterioration in visibility as tariff discussions remain unresolved....
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16.07.25 - 16:33
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ASML Shares Plunge As Uncertainty Casts Shadow Over 2026 Outlook (ZeroHedge)
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ASML Shares Plunge As Uncertainty Casts Shadow Over 2026 Outlook
Shares of ASML Holding NV plunged in Europe on Wednesday after CEO Christophe Fouquet warned he could no longer guarantee the company's 2026 sales forecast due to an increasingly complex macroeconomic backdrop.
What's critical to understand is that ASML's largest customers—Taiwan Semiconductor Manufacturing Co. and Samsung Electronics—are widely seen as bellwethers for both the semiconductor sector and the broader global tech cycle. Signs of caution from ASML about next year may be an early warning light flashing for the AI-driven tech bubble...
"Looking at 2026, we see that our AI customers' fundamentals remain strong. At the same time, we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore, while we still prepare for growth in 2026, we cannot confirm it at this stage," Fouquet stated in an earnings release.
ASML shares in Amsterdam tumbled 8% to 649 eur...
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16.07.25 - 14:42
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Futures Drop As Tariffs, Earnings And Rising Yields Dent Sentiment (ZeroHedge)
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Futures Drop As Tariffs, Earnings And Rising Yields Dent Sentiment
US equity futures and global stocks dropped, but were well off session lows, as a stream of negative tariff headlines and dialed-back expectations for interest-rate cuts prompted doubts about the market's ability to sustain recent highs and sent 30Y yields above 5%, a level seen as a redline for further stock appreciation. As of 7:00am, the S&P 500 was on track for a second straight decline, with futures down 0.1% after , while Nasdaq futures were 0.3% lower after closing at a record; the small-caps Russell 2000 is seeing an early outperformance bid. Pre-mkt, Mag7/semis are mixed as are Cyclicals with Banks seeing an offer into the next batch of earnings. In Europe, the Stoxx 600 slipped 0.2%, weighed down by technology shares as ASML Holding NV trimmed its growth outlook for next year, citing trade tensions; French car giant Renault slumped 16% after slashing its profit guidance. Treasury yields are flat as is the US...
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16.07.25 - 13:18
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Live Updates: ASML Drops 7% After Earnings (24/7 Wall St.)
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Live Updates Live Coverage Updates appear automatically as they are published. Why is ASML Down? 7:04 am by Eric Bleeker So, if ASML beat on the revenue and earnings last quarter, why is the company down 7% in premarket trading? There are two primary reasons I'm seeing. The compny narrowed their revenue guidance to 15% […]
The post Live Updates: ASML Drops 7% After Earnings appeared first on 24/7 Wall St.....
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16.07.25 - 11:18
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ASML Q2 Profit Climbs, But Shares Hit As Bookings Down, Warns On Growth In FY26 (RTTNews)
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Shares of ASML Holding N.V. were losing around 8 percent in the morning trading in Amsterdam as well as in the pre-market activity on the Nasdaq Stock Exchange, after the Dutch semiconductor equipment maker on Wednesday warned that it can't confirm growth in fiscal 2026. This was after reporting weak unit volume and bookings in its second quarter, even as profit and net sales were higher....
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16.07.25 - 10:21
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ASML-Aktie verliert deutlich: Ausblick für 2025 gesenkt - Zurückhaltung auf bezüglich 2026 (Finanzen.net)
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ASML hat die Prognose für das laufende Jahr angesichts des zunehmend unsicheren Handelsumfelds gesenkt. Zudem warnte der Zulieferer für die Halbleiterindustrie, er könne nicht garantieren, dass 2026 ein Wachstumsjahr wird. ASML erwartet nun, dass der Umsatz in diesem Jahr um rund 15 Prozent auf etwa 32,5 Milliarden Euro steigen wird. Zuvor hatte ASML 30 bis 35 Milliarden Euro Umsatz für 2025 in Aussicht gestellt..
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