| Date | Quarter | Session | EPS (est → actual) | Revenue (est → actual) |
|---|---|---|---|---|
| Oct 14, 2026Next | Q3 2026 | Before market open | 10.38 | 11.3 B |
Aug 22, 2026
The AI boom has crowned two near-unassailable monopolies in semiconductors, but when hyperscaler budgets tighten and rivals scramble to break their grip, only one of these giants may prove truly unconquerable.
Aug 20, 2026
A larger foundry budget strengthens demand visibility for the machines required to manufacture advanced AI processors.
ASML Holding (NASDAQ:ASML) has outperformed the market over the past 15 years by 14.47% on an annualized basis producing an average annual return of 27.76%. Currently, ASML Holding has a market capitalization of $678.63
TSMC and ASML are two of the more important companies in the chip realm.
ASML (ASML) maintains a dominant, irreplaceable position in semiconductor lithography, with 100% share in advanced EUV systems and a fully committed order...
Aug 19, 2026
ASML stock is pulling back in a base after a two-week rally. The chip equipment maker sees strong demand.
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]
Aug 18, 2026
ASML Holding (ENXTAM:ASML) is drawing fresh attention as memory makers move to next generation DRAM nodes for HBM4, DDR5, GDDR7 and 3D DRAM production. Leading DRAM suppliers are aligning new manufacturing roadmaps with wider use of extreme ultraviolet lithography and related tools supplied by ASML. The shift is closely tied to demand for advanced memory used in AI workloads and hyperscale data centers, where faster and denser DRAM is a key bottleneck. This positions ASML's technology as a...
Aug 17, 2026
Three out of the five top stocks should more than double annual earnings. Nvidia is seen nearly doubling earnings this year.
ASML's AI-fueled EUV growth and strong outlook remain compelling, but a premium valuation, debt and rising competition argue for patience.
The global DRAM market is forecast to approach $400 billion by 2027 as AI and data centre growth accelerate HBM demand. This 2026–2036 report analyses HBM4, DDR6, 3D DRAM, advanced packaging, investment opportunities and competition among Samsung, SK hynix, Micron and emerging Chinese suppliers.Dublin, Aug. 17, 2026 (GLOBE NEWSWIRE) -- The "The Global DRAM Market 2026-2036" has been added to ResearchAndMarkets.com's offering.The global DRAM market stands at one of the most consequential inflecti
Aug 14, 2026
Semiconductor equipment stocks split: mega-cap leaders consolidate ahead of earnings while high-growth names surge. Will the rally broaden?
Aug 13, 2026
Key Contributors include Palo Alto Networks, ASML Holding, and Taiwan Semiconductor. Read more here.