ASML (ASML) News Today

ASML Holding N.V. (NASDAQ:ASML) shares have decreased amid a mix of analyst revisions, strong order flows, and fund manager adjustments.

• Positive Sentiment: ASML quietly booked billions in new orders for its EUV lithography machines, highlighting robust demand for its core technology. ASML Just Quietly Booked Billions for Its EUV Machines. Is It Time to Buy the Stock?
• Positive Sentiment: Strong Q2 results beat both EPS and revenue estimates, driven by surging AI‐related demand and resulting in healthy gross margins and free cash flow recovery. ASML: Fundamentals Are Fully Intact, Strong Buy
• Positive Sentiment: A Seeking Alpha upgrade calls ASML a “solid buying opportunity” ahead of broader market recognition, citing ongoing AI infrastructure build‐outs. ASML: Solid Buying Opportunity Before The Market Realizes It (Upgrade)
• Positive Sentiment: ASML reported further share repurchases under its current buyback program, signaling confidence from management. ASML reports transactions under its current share buyback program
• Neutral Sentiment: Commentary explores whether the recent pullback represents a buying opportunity or a signal to stay cautious. ASML Shares Tumble. Time to Run for the Hills or Buy the Dip?
• Neutral Sentiment: An overview article examines the drivers behind ASML’s stock action and its role in the AI supply chain. What's Going On With ASML Stock?
• Negative Sentiment: Cantor Fitzgerald cut its FY2026 EPS forecast to $30.26 from $31.98, weighing on near‐term profitability expectations. Cantor Fitzgerald Issues Negative Outlook for ASML Earnings
• Negative Sentiment: Chevy Chase Trust CIO Amy Raskin trimmed her ASML position on CNBC’s “Halftime Report,” reflecting a cautious stance among institutional investors. Trade Tracker: Amy Raskin trims ASML