ASML Stock Recent News

ASML (ASML -1.40%) stock is down after the company announced growth concerns for 2026 to investors.

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ASML Holding N.V.'s latest results suggest the risk of flat growth in 2026 despite strong AI sector headlines. I think the bullish views may be missing important warning signs. Demand for new machines is falling while used equipment sales rise, hinting at deeper industry trouble just as inventories pile up in semiconductor companies. I expect the unfavorable used vs. new unit mix trends to persist, and this can put further pressure on management's already downgraded gross margin outlook.

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Live Updates Live Coverage Updates appear automatically as they are published. Earnings Conference Call Highlights 11:58 am Market Backdrop: AI as key growth driver for logic (capacity on leading nodes) and memory (HBM/DDR5 transitions). China revenue moderating to backlog proportion (~25%+). Customers adding ~30% EUV capacity YoY. Increasing EUV layers in advanced DRAM for process simplification. Uncertainties: Macro/geopolitical developments (e.g., tariffs) causing customer caution; Direct tariff impact limited (working with suppliers/customers); Indirect via GDP/demand harder to quantify. Some customers facing specific challenges affecting capex timing. Backlog adjustment (€1.4B) due to 2024 China controls. Technology Progress: Low-NA EUV: Strong momentum; NXE:3800E enabling more EUV use in DRAM. High-NA EUV: First EXE:5200B shipped/installed (175+ wafers/hour, ~60% productivity gain over EXE:5000); Maturing for HVM; Enables single-exposure vs. multi-patterning, reducing costs and

ASML Holdings' NASDAQ: ASML stock price plunged more than 8% in pre-market trading following the release of its Q2 earnings, opening up a buying opportunity that is unlikely to last long.

Stock futures were making small moves early Wednesday, with investors watched more big-bank earnings after Bank of America (BAC) reported mixed results; bitcoin (BTCUSD) rose after legislators vowed to move cryptocurrency legislation forward; chipmakers' shares pointed lower after ASML Holding (ASML) warned that growth could stall in 2026; Johnson & Johnson (JNJ) rose after it lifted its full-year guidance and reported better-than-expected quarterly results.

ASML Holding (ASML) is "the machine that makes the machine," says Joe Tigay, referring to its importance in Nvidia's (NVDA) chipmaking process. While the stock closed the gap from April lows, he says outlook will continue to be key for the company.

The tech sector has bounced back from the stock market chaos in April. The Nasdaq Composite is up 7% on the year, and many of the biggest tech companies are at or near all-time highs, including market leader Nvidia, as well as Microsoft and Meta Platforms.

Investors are hoping that ASML's bookings are robust enough to support its 2026 growth ambitions when the world's biggest chip-making equipment supplier reports its second-quarter earnings on Wednesday.