In this article ASML Follow your favorite stocks CREATE FREE ACCOUNT ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued demand for chips related to AI. Here's how ASML did versus LSEG consensus estimates for the first quarter: Net sales: 8.8 billion euros ($10.4 billion) versus 8.5 billion euros expected Net profit: 2.8 billion ...
In this article ASML Follow your favorite stocks CREATE FREE ACCOUNT ASML raised its sales forecast for 2026 after it beat first-quarter revenue and profit expectations, driven by continued demand for chips related to AI. Here's how ASML did versus LSEG consensus estimates for the first quarter: Net sales: 8.8 billion euros ($10.4 billion) versus 8.5 billion euros expected Net profit: 2.8 billion euros versus 2.5 billion euros expected ASML previously forecast that its first-quarter sales would be between 8.2 billion euros and 8.9 billion euros. The Dutch firm said it now sees 2026 net sales to be between 36 billion euros and 40 billion euros, compared to a previous forecast of 34 billion euros to 39 billion euros. "The semiconductor industry's growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments," ASML CEO Christophe Fouque said in a press release. "Demand for chips is outpacing supply. In response, our customers are accelerating their capacity expansion plans for 2026 and beyond, supported by long-term agreements with their customers." The Dutch firm is often seen as a bellwether for chip demand as it makes the tools required to manufacture the most advanced semiconductors. One of its top customers, Taiwan Semiconductor Manufacturing Co . (TSMC), last week reported record first-quarter revenue as demand for AI chips continues to remain strong. However, ASML is facing its own challenges, including headwinds in China, where it is not able to ship its most advanced machines because of export restrictions. Earlier this month, a group of bipartisan U.S. lawmakers introduced a law that would even ban ASML's less-advanced machines for export to China. That law still needs to work its way through the U.S. legislative process. This is a breaking news story. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
The US and Iran are looking to arrange a second round of peace talks in the coming days as a standoff in the Strait of Hormuz worsens a global energy crisis. Bloomberg's Joumanna Bercetche joins Patrick Sykes and Weilun Soon for a breakdown of the latest developments. (Source: Bloomberg)
The US and Iran are looking to arrange a second round of peace talks in the coming days as a standoff in the Strait of Hormuz worsens a global energy crisis. Bloomberg's Joumanna Bercetche joins Patrick Sykes and Weilun Soon for a breakdown of the latest developments. (Source: Bloomberg)
helloabc/iStock Editorial via Getty Images Thesis Bilibili's ( BILI ) release of earnings for Q3 and Q4 reflects some stagnation of the business, particularly for gaming and VAS. Progress on gaming was a major catalyst that fueled the stock's outperformance in 2024 and 2025, being a powerful driver for sales growth and margin expansion. That driver has now been called into question. This puts Bili...
helloabc/iStock Editorial via Getty Images Thesis Bilibili's ( BILI ) release of earnings for Q3 and Q4 reflects some stagnation of the business, particularly for gaming and VAS. Progress on gaming was a major catalyst that fueled the stock's outperformance in 2024 and 2025, being a powerful driver for sales growth and margin expansion. That driver has now been called into question. This puts Bilibili in a vulnerable position after its exceptional run in the past two years. Gaming, like content, is vulnerable to AI, as we have seen the market aggressively discounting SaaS and gaming sectors. Bilibili is also at risk here. All in all, I am maintaining the stock at "hold". Performance Seeking Alpha Update: Q4 2025 Earnings The recent earnings release by Bilibili was overall on par with expectations. The growth of advertisement revenue was especially robust, up by 27% in 4q25. However, the story was different for gaming and VAS. As mentioned in the previous thesis , BILI will likely not grow its user base significantly. To attract user growth, it may push for higher-quality content, which may compress margins due to the amount paid to content creators. Part of this has already been shown in 2025. Revenue-sharing costs vs. VAS revenue has been over 100% for all of FY25, higher than the previous two years. Ever since 2H24, the drivers of margin have clearly been advertisement and gaming. Ad revenue per MAU in the recent quarter was CNY8.3, still having room to grow considering the level of peers and having efficiency tailwinds like AI. As for gaming, growth has remained a challenge ever since the release of San Mou in 3q24. There are some mentions of its pipeline, but that doesn't necessarily provide a significantly positive outlook on top of 10+% segment revenue growth expectation until FY27. Recent Performance The stock had performed sluggishly after the earnings release, coinciding with a broader sell-off for HK equities, especially for the tech sector. This seems rea...
Suntory Holdings Ltd. ( STBFY ) is set to buy Daiichi Sankyo Healthcare, the over-the-counter pharmaceuticals subsidiary of Daiichi Sankyo ( DSKYF ), the Nikkei reported on Wednesday. The acquisition price is expected to be around ¥200B ($1.3B), the Japanese newspaper said, without citing where it got the information. A Suntory Holdings spokesperson said no deal has been announced and there was no...
Suntory Holdings Ltd. ( STBFY ) is set to buy Daiichi Sankyo Healthcare, the over-the-counter pharmaceuticals subsidiary of Daiichi Sankyo ( DSKYF ), the Nikkei reported on Wednesday. The acquisition price is expected to be around ¥200B ($1.3B), the Japanese newspaper said, without citing where it got the information. A Suntory Holdings spokesperson said no deal has been announced and there was nothing further to say at this time. More on Suntory Beverage & Food Limited, Daiichi Sankyo Company Daiichi Sankyo: Hit On Multiple Fronts, But Shares Look Undervalued Daiichi Sankyo Company, Limited (DSNKY) Q3 FY2025 Earnings Call Transcript Nuvation Bio gains global rights to brain cancer therapy from Daiichi Sankyo Highest and lowest quant-rated healthcare stocks above $10B cap after earnings season Historical earnings data for Suntory Beverage & Food Limited
ASML Holding NV raised its full-year sales forecast as a surge in global artificial intelligence spending fuels greater demand for its advanced chipmaking machines. Net sales will be between €36 billion ($42.4 billion) to €40 billion this year, the Dutch company said in a statement Wednesday. That compares to a previous range of €34 billion to €39 billion. ASML, Europe’s most valuable company, is ...
ASML Holding NV raised its full-year sales forecast as a surge in global artificial intelligence spending fuels greater demand for its advanced chipmaking machines. Net sales will be between €36 billion ($42.4 billion) to €40 billion this year, the Dutch company said in a statement Wednesday. That compares to a previous range of €34 billion to €39 billion. ASML, Europe’s most valuable company, is the only maker of advanced lithography machines that can print intricate patterns of transistors on silicon wafers in order to make cutting-edge semiconductors. Its machinery is crucial for producing the Nvidia Corp. chips that are the backbone for training and running AI models in data centers. “The semiconductor industry’s growth outlook continues to solidify, driven by ongoing AI-related infrastructure investments,” Chief Executive Officer Christophe Fouquet said in the statement. “Our customers are accelerating their capacity expansion plans for 2026 and beyond, supported by long-term agreements with their customers.” ASML’s shares have risen 39% this year as some of the world’s biggest companies, including Microsoft Corp. and Alphabet Inc. , and startups like OpenAI and Anthropic PBC plan to spend trillions of dollars on infrastructure to support AI software. To accommodate the boom, ASML customers like chipmakers Taiwan Semiconductor Manufacturing Co. and Samsung Electronics. Co. are investing in production. TSMC in January announced capital spending of as much as $56 billion for this year. South Korean chipmaker SK Hynix Inc. outlined plans to spend about $8 billion on ASML’s cutting-edge tools in a deal that runs through 2027. ASML faces geopolitical headwinds in China, its largest market last year. US lawmakers this month proposed legislation that would curb sales of all of ASML’s deep ultraviolet immersion lithography, or immersion DUV, tools to China and includes banning engineers from servicing tools at certain facilities there. Read More: US Lawmakers Propose C...
ASML raised its 2026 revenue outlook on Wednesday as demand for artificial intelligence chipmaking tools continues to rise. The Dutch computer chip equipment maker said 2026 sales should land between 36 billion and 40 billion euros ($42 billion and $47 billion), against the previously guided 34 billion to 39 billion euros. Analysts were expecting the figure to trend toward the upper end of t...
ASML raised its 2026 revenue outlook on Wednesday as demand for artificial intelligence chipmaking tools continues to rise. The Dutch computer chip equipment maker said 2026 sales should land between 36 billion and 40 billion euros ($42 billion and $47 billion), against the previously guided 34 billion to 39 billion euros. Analysts were expecting the figure to trend toward the upper end of the previous range, at 37.7 billion euros, according to LSEG data.
ASML, the world’s largest supplier of chipmaking equipment, on Wednesday reported stronger-than-expected first‑quarter earnings and lifted its 2026 revenue outlook, as artificial intelligence boosts demand for its tools. ASML is the only maker of these EUV, or extreme ultraviolet lithography tools, which can cost $300 million each and are needed to create the tiny circuitry of advanced chips...
ASML, the world’s largest supplier of chipmaking equipment, on Wednesday reported stronger-than-expected first‑quarter earnings and lifted its 2026 revenue outlook, as artificial intelligence boosts demand for its tools. ASML is the only maker of these EUV, or extreme ultraviolet lithography tools, which can cost $300 million each and are needed to create the tiny circuitry of advanced chips.