ASML says it's getting order interest through 2030 as profit smashes expectations
ASML reported record third-quarter net sales of 11.7 billion euros and net income of 5 billion euros, surpassing profit expectations. The company raised its 2026 sales outlook to between 44 billion and 45 billion euros for the third time. While Q3 revenue missed some targets, ASML indicates that AI-driven demand is stretching long-term, with customers expressing interest in orders for 2029 and 2030. However, the company warns it will be unable to meet AI-driven customer demand in 2027 and 2028 due to supply constraints.
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- ✓ ASML reported record Q3 net sales of 11.7 billion euros and net income of 5 billion euros.
- ✓ The company increased its 2026 sales outlook to 44 billion to 45 billion euros.
- ✓ Customers have expressed interest in placing orders for semiconductor tools for 2029 and 2030.
- ✓ ASML expects to be unable to meet AI-driven customer demand in 2027 and 2028.
What changed
ASML raised its 2026 sales forecast for a third time following record quarterly revenue and profit.
Live updates
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ASML reports record Q3 profit and signals order interest through 2030
ASML reported record third-quarter net sales of 11.7 billion euros and net income of 5 billion euros, surpassing profit expectations. The company raised its 2026 sales outlook to between 44 billion and 45 billion euros for the third time. While Q3 revenue missed some targets, ASML indicates that AI-driven demand is stretching long-term, with customers expressing interest in orders for 2029 and 2030. However, the company warns it will be unable to meet AI-driven customer demand in 2027 and 2028 due to supply constraints.
Why it matters
ASML is the only manufacturer of extreme ultraviolet lithography machines required for the most advanced chips. Because its equipment is essential for semiconductor production, the company serves as a bellwether for the global tech sector. Current growth is heavily tied to the surge in AI infrastructure investment.
What is confirmed
- ASML reported record Q3 net sales of 11.7 billion euros and net income of 5 billion euros.
- The company increased its 2026 sales outlook to 44 billion to 45 billion euros.
- Customers have expressed interest in placing orders for semiconductor tools for 2029 and 2030.
- ASML expects to be unable to meet AI-driven customer demand in 2027 and 2028.
- The company has raised its sales forecast three times.
What to watch next
- Actual order placements for 2029 and 2030
- Updates on supply chain capacity to resolve 2027-2028 shortages
confidence 95%Sources used for this update (25)
- stockanalysis.com — ASML Holding (ASML) Stock Price & Overview
- CNBC — ASML says it's getting order interest through 2030 as profit smashes expectations
- Financial Times — AI demand to exceed supply for 2 more years, says ASML
- Bloomberg.com — ASML Boosts Outlook as Demand for Chip Tools Outpaces Supply
- Yahoo Finance — Ahead of ASML Earnings, Here's What Barchart Data Says Comes Next for ASML Stock
- Reuters — ASML will be unable to meet AI-driven customer demand in 2027, 2028
- Yahoo Finance — ASML Raises Sales Forecast For A Third Time, But Q3 Revenue Miss Sends Stock Lower: Earnings Selloff Spreads To MU, SNDK, INTC
- WSJ — Chip-Machine Supplier ASML Boosts Guidance for Third Time On Surging AI Demand
- help.naver.com — Futures Flat As Oil Rebounds After Trump's "Energy Ceasefire" Unravels, Memory Stocks Slide | ZeroHedge
- siliconangle.com — AI safety worries multiply but everyone's still racing full speed ahead - SiliconANGLE
- finance.yahoo.com — ASML (ENXTAM:ASML) Q3 Results Highlight Record Profit And Premium Valuation
- www.fool.com — ASML Can't Keep Up With 2027 or 2028 Demand. Is It the Best AI Stock to Buy Now?
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