ASML - ASML Holding N.V.
The semiconductor market, which has significantly outperformed the broader market in 2026 is seeing a pullback in July. The factors driving this rise include aggressive profit-taking, valuation concerns, and unwinding leveraged trades following a historic AI-fueled rally.
A 35-year-old institutional powerhouse just made its first move into the ETF market, betting that quality stock picking in developed markets abroad can justify a fee 23 times higher than its cheapest rival.
Semiconductor exchange-traded funds have gained more than 25% this year. Intel Corporation's (INTC) second-quarter earnings report after today's close could test whether that rally continues.
ASML Holding N.V. delivered Q2 '26 earnings and revenue last week that came in significantly above expectations, driven by surging AI-related semiconductor demand. ASML raised its 2026 revenue outlook to €43–45 billion, implying up to 38% year-over-year growth and supporting my Strong Buy rating. Q2 saw strong revenue growth, robust gross and operating margin expansion, and a sharp rebound in free cash flow, fueled by higher lithography machine sales and pricing power.
ASML's EUV dominance and next-gen High-NA systems position it to benefit as AI demand drives advanced chip production.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Recently, Zacks.com users have been paying close attention to ASML (ASML). This makes it worthwhile to examine what the stock has in store.
ASML (ASML +0.14%) controls the manufacturing bottleneck behind the world's most advanced chips. Its monopoly, rising service revenue, and High-NA systems create a powerful AI opportunity, but China restrictions, customer delays, and a premium valuation could determine whether the stock rewards patient investors.
ASML just raised guidance by a huge amount.
Acumen Wealth Advisors LLC lessened its stake in ASML Holding N.V. (NASDAQ: ASML) by 77.4% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 703 shares of the semiconductor company's stock after selling 2,410 shares during the quarter. Acumen Wealth
ASML finally caught a tailwind from the AI boom.
Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.
SK Hynix is a leading producer of high-bandwidth memory (HBM), DRAM, and NAND flash for AI chips. The company recently completed a U.S.-listed IPO and plans to use the proceeds from that stock sale to fund its production capacity expansion.
The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.
ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.
ASML Holding N.V. remains a Strong Buy after a 77% rally, driven by robust Q2 results and a substantial 2026 guidance raise. Q2 revenue rose 21% to €9.3B, net income grew 26% to €2.9B, and gross margin expanded to 54%, with service upgrades fueling margin strength. Management raised 2026 revenue guidance by €6B to €43–45B, citing accelerating AI-driven demand for advanced logic and memory chips.
ASML stock dropped despite an earnings beat. AI spending concerns and a high valuation have left investors worried.
AlTi Global Inc. trimmed its position in shares of ASML Holding N.V. (NASDAQ: ASML) by 49.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,665 shares of the semiconductor company's stock after selling 1,642 shares during the quarter. AlTi Global Inc.'s
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