Earnings Alerts

ASML Holding NV (ASML) Earnings: 3Q Net Sales Forecast Misses Estimates despite Strong Second Quarter Results

  • ASML’s third-quarter 2025 net sales forecast is between €7.4 billion and €7.9 billion, below the market estimate of €8.21 billion.
  • Second-quarter net sales were reported at €7.69 billion, surpassing the estimate of €7.51 billion.
  • Second-quarter bookings totaled €5.54 billion, exceeding the expected €4.8 billion.
  • The gross margin for the second quarter was 53.7%, higher than the estimated 51.9%.
  • ASML’s second-quarter net income stood at €2.29 billion, beating the forecast of €2.05 billion.
  • The company’s cash and other assets totaled €7.25 billion, falling short of the €8.97 billion estimate.
  • For the third quarter of 2025, ASML projects a gross margin between 50% and 52%.
  • ASML anticipates a full-year 2025 total net sales increase of approximately 15% compared to 2024, with a gross margin of around 52%.
  • The better-than-expected gross margin in the second quarter was due to higher upgrade business and specific one-time cost reductions.
  • ASML notes increasing uncertainty due to macro-economic and geopolitical developments.
  • Analyst recommendations include 29 buys, 11 holds, and 2 sells.

ASML Holding NV on Smartkarma

Analysts on Smartkarma are bullish on ASML Holding NV, with insights from top independent analysts highlighting the company’s strong performance and future growth prospects. In Good Company with Nicolai Tangen discusses ASML’s crucial role in semiconductor chip production through advanced lithography systems using EUV technology. William Keating points out ASML’s robust financial performance, with Q424 revenues exceeding expectations and a strong outlook for 2025, driven by AI as a key growth driver. The IDEA! reiterates ASML’s positive long-term outlook and record quarterly free cash flow, emphasizing the company’s consistency and potential for growth in the coming years.


A look at ASML Holding NV Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience5
Momentum3
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

ASML Holding N.V., a leading semiconductor manufacturing equipment company, shows promise for long-term growth based on its solid Smartkarma Smart Scores. With a strong focus on growth and resilience, scoring a 4 and 5 respectively, ASML Holding NV is positioned to capitalize on opportunities in the semiconductor industry. Its momentum score of 3 suggests a steady trajectory, while its value and dividend scores of 2 each indicate stability in financial performance. The company’s global reach and innovative technology in lithography machines further strengthen its long-term outlook.

ASML Holding N.V. is well-positioned in the market, according to Smartkarma Smart Scores, with a focus on growth and resilience. The company’s emphasis on developing, producing, and marketing semiconductor manufacturing equipment, specifically lithography machines for chip production, has garnered it favorable scores in these areas. With a strong global presence, ASML Holding N.V. is set to continue serving clients worldwide and benefitting from the increasing demand for advanced semiconductor solutions.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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