ASML Holding NV failed to satisfy investors with record orders in the fourth quarter as analysts continued to question whether the Dutch semiconductor equipment maker can sustain its artificial intelligence-fueled momentum.

Bookings surged in the fourth quarter, indicating strong demand.

ASML Holding N.V. upgraded to Buy as semi capex cycle builds for 2027-28. Click for this updated look at ASML stock following the latest earnings release.

Vietnam is stepping up efforts to develop its semiconductor industry through cooperation with ASML, the world’s leading semiconductor equipment manufacturer from the Netherlands, according to the Ministry of Finance (MoF).

Q4 orders hit record €13.2B, crushing forecasts. Company raises 2026 guidance as AI demand drives chipmaking equipment sales.

Dutch semiconductor equipment maker ASML ( ASML) rose nearly 5% in Amsterdam after it reported record Q4 bookings of €13.2B, above the average analyst estimate of €6.85B. Q4 net sales rose about 5% year-over-year to €9.72B.