ASML Reports Q3 Profit of €4.96B, Raises 2026 Sales Outlook Amid Strong AI Demand
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ASML reported third-quarter net sales of €11.66 billion, slightly below estimates of €11.72 billion, and a net profit of €4.96 billion, exceeding expectations of €4.1 billion. The company raised its 2026 sales forecast to between €44 billion and €45 billion, driven by increasing demand for its chip-making machines due to artificial intelligence investments.
The Dutch semiconductor supplier noted that customers are expressing interest in placing orders for 2029 and 2030, indicating strong long-term demand. However, ASML also stated that it cannot fully meet the AI-driven demand for its chipmaking tools in 2027 and 2028.
Sources
Every quote below is verbatim from the article it is attributed to.
“ASML said some customers are "expressing an interest" in placing orders with the company in 2029 and 2030, giving investors a view into longer-term demand.”
CNBC — ASML says it's getting order interest through 2030 as profit smashes expectations“ASML upgraded the low end of its 2026 sales forecast as increasing artificial intelligence spending boosts demand for the Dutch company’s chip-making machines.”
Bloomberg — ASML Raises Full-Year Sales Outlook“ASML delivered mixed results for the third quarter but guided higher than views for sales in the current quarter.”
IBD — Chip-Gear Giant ASML Posts Mixed Q3 Results, Guides Up“The Dutch supplier for the semiconductor industry said there is strong interest in placing orders for 2029 and 2030.”
MarketWatch — Chip bellwether ASML says customers are already asking to place orders — for 2030“Reuters: ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing “strong interest” in orders for 2029 and 2030 — ASML (ASML.AS)”
techmeme — ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing "strong interest" in orders for 2029 and 2030 (Reuters)“Arjun Kharpal / CNBC: ASML reports Q3 net sales of €11.66B, vs.”
techmeme — ASML reports Q3 net sales of €11.66B, vs. €11.72B est., a €4.96B net profit, vs. €4.1B est., and raises its 2026 net sales forecast from €43B-€45B to €44B-€45B (Arjun Kharpal/CNBC)
Earlier versions
- Oct 14, 8:45 AM — ASML Sees Strong Order Interest Through 2030 as Profit Exceeds Expectations (4/3)