ASML Holding N.V. (NASDAQ: ASML) reports Q2 2026 net sales above €8.7 billion and confirms raised FY2026 guidance of €36–40 billion (July 15, 2026)
Hit
✦ AI-generated prediction
Published on 14. July 2026
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Predicted for 15. July 2026
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Based on: Historical Cycle
ASML guided Q2 2026 net sales at €8.4–9.0B (midpoint €8.7B); analyst consensus sits near €8.7–8.8B. Q1 2026 actual net sales were €8.8B — setting a realistic benchmark for Q2. Order backlog exceeds €40B; FY2026 guidance was most recently raised to €36–40B. Drivers: AI training demand from NVIDIA and hyperscalers compels TSMC, Samsung, and Intel to accelerate EUV investment. ASML holds a monopoly on High-NA EUV systems. TSMC's own Q2 report (July 16) is expected to show record revenue >$39.5B, implicitly confirming ASML delivery momentum.
Data basis for this prediction
- ASML Q1-2026 Ergebnis: Nettoumsatz 8,8 Mrd. EUR, Guidance Q2 8,4–9,0 Mrd. EUR (ASML Pressemitteilung, April 2026)
- ASML FY2026-Guidance angehoben auf 36–40 Mrd. EUR (ASML SEC Form 6-K, April 2026)
- ASML Q2-2026 Earnings Date: 15. Juli 2026 (Tickeron Q2-2026 Earnings Preview)
- TSMC Q2-2026 Revenue Konsens >39,5 Mrd. USD – impliziert starke ASML-Nachfrage (Reuters, Juli 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
[Vorzeitig entschieden] ASML meldete Q2 2026 Umsatz von €9,33 Mrd. (> €8,7 Mrd.) und hob die FY2026-Prognose auf €43–45 Mrd. an (deutlich über den zuvor erhöhten €36–40 Mrd.). (Quellen: ASML Pressemitteilung, stocktitan.net)
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.
📈 Economy
✦ AI
Gold traded at approximately $4,130 per troy ounce on November 5, 2026 — a one-day gain of +1.68% (+$66) following the Democratic midterm sweep (Democrats won both the Senate and the House, per AP/NBC, November 5, 2026). Polymarket prices a 49% probability of gold exceeding $4,200 in November (as of November 5, 2026). The target is only 1.7% above today's closing level with 25 trading days remaining. Upside drivers: Iran de-escalation by new Democratic Congress, falling oil prices (WTI −1.13% to $87.13). Risk factors: profit-taking, rising real yields.
📈 Economy
✦ AI
Cisco has beaten Non-GAAP EPS consensus in 7 of its last 8 quarters. For Q1 FY2027 (August–October 2026) the company itself guided $1.32–$1.34 per share — the market consensus of $1.32 sits at the bottom of this self-guided range, which historically signals a beat for Cisco (Q4 FY2026: $1.22 vs. consensus $1.17). AI-networking growth, Splunk integration synergies, and record Q4 FY2026 revenue ($17.25B) confirm the structural growth momentum. Q1 FY2027 revenue consensus: $18.11B (within guidance range $18.0–18.2B).