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CRWD's NNARR of $333m grew 50.5% YoY. NOW's subscription revenue of $3.9b increased 24.5% YoY. In South Korean equity markets, AI-related stocks were down significantly.
ASML Holding N.V. posted strong Q3 2026 results, with sales and net income growth outpacing prior trends. Servicing revenues, a higher-margin segment, now lead machine sales and are expected to drive 20% sales and 48% net income growth for 2026. Despite robust demand, ASML delayed capacity expansion plans until after FY 2027, signaling caution amid AI-driven hype.
ASML is the sole commercial supplier of EUV lithography machines, underpinning all leading-edge semiconductor manufacturing and AI infrastructure growth. ASML's technological complexity, supplier ecosystem, and high switching costs create a durable, nearly unassailable competitive advantage. Revenue is projected to reach $51.6B in 2026, already meeting the low end of ASML's prior 2030 guidance, with three scenarios modeled through 2030.
ASML Holding N.V. delivered a robust Q4 guide of €14.2–€15.2B, well above my €13B threshold, supporting my Strong Buy rating. Margins are benefiting from upgrade kit sales amid chip shortages, and ASML's buyback accelerated to €4.1B in Q3, signaling management's confidence. ASML has secured higher prices on its critical EUV machines starting in 2027, with full effect in 2028, potentially boosting EPS and margins.
ASML Holding reported robust Q3 earnings, driven by surging AI-related demand and strong order momentum for its EUV lithography systems. Q3 revenue grew 55% year-over-year to €11.7 billion, with gross margin expanding to 57.5% and free cash flow soaring over 4,500% year-over-year. Management raised full-year revenue guidance to €44–45 billion, +€1 billion at the bottom end, citing continued AI and cloud infrastructure investment as catalysts for further growth.
ASML delivered a robust Q3, with sales of €11.66B, gross margin at 57.5%, and net income of €4.96B. Demand for ASML's equipment is running well ahead of planned capacity through 2027–28, with customers already inquiring about 2029/2030 orders. ASML has secured price increases on critical products, expected to structurally lift margins, with full benefit beginning in 2028.
ASML delivered a stellar Q3, with 55% YoY revenue growth and gross margin expanding to 57.5%. Strong customer downpayments signal robust forward demand, with capacity expansion now planned beyond 2028 targets. Management successfully negotiated higher prices for key products, with margin-accretive effects expected from 2027 onward.
ASML Holding N.V. is the predominant semiconductor bellwether on wafer fab equipment. It delivered robust Q3 results while projecting strong low-NA EUV system sales well above prior years. ASML's memory segment is a key driver on 2026 growth, with China sales resilient at 20% of net sales and no credible competitive threats emerging. Despite market-wide tech selloff and surging bond yields, ASML's fundamentals and dominant EUV position remain intact, with valuation now below 28x earnings.