𝛼SK or Searchbearish
ASML: Very Large Increase in Bookings, 2026 Guidance Higher than Consensus: Is It a Big Deal?
453 Views28 Jan 2026 23:36
4Q25 results slightly beat expectations, with strong bookings supporting 2026 revenue guidance. The stock is very expensive for low growth
What is covered in the Full Insight:
- ASML 4Q25 Performance Overview
- 2026 Revenue Guidance
- Bookings and Backlog Analysis
- Impact of AI Demand on ASML
- Valuation and Market Perception
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- ASML Q1 2026. Revenue Beat, Guidance Raised. What’s Not To Like?15 Apr 2026
- ASML Pre-Earnings: When the Supplier Becomes the Ultimate Constraint13 Apr 2026
- ASML Q425. Employees Asking For Headcount Reductions? Give Me A Break!29 Jan 2026
- ASML: Very Large Increase in Bookings, 2026 Guidance Higher than Consensus: Is It a Big Deal?28 Jan 2026
- ASML: No Clarification on 2026, China Procurement in Excess of End-Demand, High NA Start in 202816 Oct 2025
- ASML: 3Q25 Small Miss, 4Q Guidance a Beat, Still No Visibility on 2026 “revenue Not Below 2025”15 Oct 2025
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