ASML is scheduled to release its third-quarter results on Wednesday. According to Visible Alpha, the Dutch semiconductor equipment manufacturer expects third-quarter sales to reach €11.71 billion (approximately $13.12 billion), significantly higher than the €7.52 billion in the same period last year, and within the company's previously given guidance range of €11 billion to €12 billion. The third-quarter gross margin is expected to rise slightly from 51.6% to nearly 56%, within the company's previously given guidance range of 55% to 57%. Third-quarter net profit is expected to reach €4.17 billion.
ASML has raised its full-year sales forecast twice this year, and now expects sales of €43 billion to €45 billion in 2026, with a gross margin of 54% to 56%. JPMorgan analyst Sandeep Deshpande stated that ASML may slightly raise its 2026 guidance due to the potential for further increases in shipments of its deep ultraviolet (DUV) lithography equipment. Furthermore, ASML's CFO has hinted at a possible price increase. UBS believes that negotiations between ASML and its customers will drive further price increases across its entire range of deep ultraviolet and extreme ultraviolet lithography equipment.
