ASML’s Growth Trajectory Faces Headwinds Despite Strong 2025 Performance

Investors in Dutch chip equipment manufacturer ASML are experiencing conflicting sentiments as the company navigates between present success and future uncertainty. While ASML continues to deliver impressive financial results through 2025, emerging concerns about 2026 are casting shadows over the company’s growth narrative, with market analysts particularly focused on potential challenges in the Chinese market.

ASML’s third-quarter 2025 results demonstrated sustained strength, with the company reporting net revenue of €7.5 billion and net profit reaching €2.1 billion, meeting internal expectations. The company maintained a healthy gross margin of 51.6% during this period.

Looking ahead, management anticipates an even stronger finish to the year, projecting fourth-quarter net revenue between €9.2 billion and €9.8 billion—representing substantial sequential Read more...