Calls
1
u/Icy_Abbreviations167
Reddit r/ValueInvesting
Win Rate
0.0%
return
-2.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 15
$1792.50
-2.8%
ASML beat Q2 estimates on revenue, net income, and gross margin, and raised its full-year 2026 revenue guidance midpoint from €38B to €44B. The guidance boost and capacity expansion (30% growth in EUV capacity in 2027–2028, nearly all already booked) indicate strong forward demand from major customers like TSMC, Samsung, and Intel. ASML’s monopoly on EUV lithography and accelerating adoption of High-NA EUV create a durable growth catalyst; the raised outlook supports a bullish position. Export restrictions limiting China sales (20% of 2026 sales), cyclical downturn in semiconductor capex, or geopolitical disruptions affecting customer spending.
ASML beat Q2 estimates on revenue, net income, and gross margin, and raised its full-year 2026 revenue guidance midpoint from €38B to €44B. The guidance boost and capacity expansion (30% growth in EUV capacity in 2027–2028, nearly all already booked) indicate strong forward demand from major customers like TSMC, Samsung, and Intel. ASML’s monopoly on EUV lithography and accelerating adoption of High-NA EUV create a durable growth catalyst; the raised outlook supports a bullish position. Export restrictions limiting China sales (20% of 2026 sales), cyclical downturn in semiconductor capex, or geopolitical disruptions affecting customer spending.
Foundry Equipment
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u/Icy_Abbreviations167 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: ASML.
