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ASMLASML

$1698.30+0.64%Real quote · delayedSemi equipmentSemi equipment & materials · 9 peers →

🏛️ Company factsSEC filings + FINRA official data

short activity below its recent average — bears covering.

Short volume

42.5%

20d avg 49.1% · shorts covering

🎯 Market expectations

Expectation reliability Medium · 48/100

Nasdaq analyst consensus · the pre-news baseline

Next quarter (Sep 2026) consensus$12.59Estimate range $11.98 ~ $13.38 · 3 analystsRevisions (4w):↑1

History: actual vs consensusavg +4%

Jun 2026$8.81 vs $7.98+10.4%
Mar 2026$8.37 vs $7.72+8.42%
Dec 2025$8.55 vs $9.01-5.11%
Sep 2025$6.41 vs $6.27+2.23%

The takeaway

This company habitually beats by +4% — the next report has to clear that bar to count as good news.

Analyst estimates, not our forecast · not investment advice

What's moving this stock lately

5 direct · 17 2nd-order · 0 thematic

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

#1▲1.86%DirectHow TSMC is Advancing its A14 Technology Roadmap for AI Transformation15d ago
A14 hinges on High-NA EUV lithography, and TSMC's ramp directly boosts ASML's high-end tool orders
Impact chain →
Also named: TSM · INTC · 005930.KS · AMAT · LRCX · NVDA
#2▲1.73%2nd-orderApplied Materials Eyes Nearly 40% Growth as AI Fuels Chip Equipment Demand3d ago
The lithography monopolist sees positive read-through to EUV orders from AI-fueled fab capex.
Impact chain →
Also named: AMAT · LRCX · KLAC · TSM · NVDA
#3▲1.49%DirectASML is Revising Expectations Higher as Sales Accelerate. Time to Buy?15d ago
The sales acceleration and guidance raise are largely already priced in, and forward EPS consensus reliability is only moderate with just 3 analysts covering, limiting fresh upside
Impact chain →
Also named: ASMIY · AMAT · LRCX · TSM · 005930.KS
#4▲1.48%2nd-orderNvidia reports another set of blockbuster earnings16d ago
AI chip capacity expansion underpins long-term demand for advanced EUV lithography tools
Impact chain →
Also named: NVDA · AMD · AVGO · TSM · MU · 000660.KS
#5▲1.47%2nd-orderMicron Technology Doubles Capex as AI Memory Shortage Deepens16d ago
Advanced DRAM node expansion supports EUV/DUV litho demand as memory capex recovers.
Impact chain →
Also named: MU · 005930.KS · 000660.KS · AMAT · LRCX · KLAC
#6▲1.39%2nd-orderApplied Materials Says AI Boom Is Driving Semiconductor Equipment Demand Higher4d ago
EUV lithography monopoly, with AI-driven logic and memory node expansion improving long-term order visibility
Impact chain →
Also named: AMAT · LRCX · KLAC · TSM · NVDA
#7▲1.26%2nd-orderApplied Materials CEO Says the AI Boom Is Nowhere Near Over. His Order Book Is the Proof2d ago
The lithography leader, whose EUV order narrative benefits from continued AI capex
Impact chain →
Also named: AMAT · LRCX · KLAC · TSM · NVDA
#8▲1.1%2nd-orderU.S. Stocks Rise After Rosy Nvidia View16d ago
Expansion expectations at foundries like TSMC pass through to upstream lithography equipment orders
Impact chain →
Also named: NVDA · TSM · AMD · MSFT · GOOGL · AMZN
#9▲0.98%2nd-orderTSMC Just Delivered Fantastic News for Nvidia Shareholders1d ago
TSMC's advanced-node expansion directly drives orders for ASML's EUV lithography systems
Impact chain →
Also named: TSM · NVDA · AVGO · AMD · AMAT
#10▲0.89%2nd-orderNvidia's Cracking Outlook Fuels AI Optimism: Market Snapshot16d ago
Demand for advanced-node capacity expansion feeds through to lithography equipment orders, though the transmission chain is longer with visibly dampened sensitivity.
Impact chain →
Also named: NVDA · TSM · AVGO · AMD · MSFT · GOOGL

The rest, archived by time · 12

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