Overview
- The company reported €7.5 billion in third‑quarter net sales and €2.1 billion in net income.
- Order intake reached €5.4 billion with EUV bookings up 57% quarter over quarter and memory orders up 186%, pushing backlog above €35.2 billion.
- ASML sold nine EUV systems in the quarter, including one High‑NA, with €3.6 billion in EUV sales implying roughly €400 million per unit.
- Guidance calls for €9.2–€9.8 billion in fourth‑quarter sales, a full‑year gross margin a bit above 52%, and reaffirmed 2030 targets of €44–€60 billion revenue and 56%–60% gross margin.
- High‑NA tools are in early installations at Intel and SK hynix, with ASML expecting increased orders from the second half of 2026 and initial shipments from 2028, while Evercore ISI lifted its price target to €1,000 and shares are up about 45.7% year to date.