ASML Holding N.V. (NASDAQ: ASML) beats Q2 2026 adjusted EPS consensus of approx. USD 7.98 per ADS on 15 July 2026
Hit
✦ AI-generated prediction
Published on 13. July 2026
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Predicted for 15. July 2026
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Based on: Statistical Pattern
ASML, the world's largest EUV chipmaking equipment maker, reports 15 July 2026. Zacks consensus is USD 7.98, TipRanks USD 8.02 per ADS. ASML benefits from the ongoing AI capex cycle: EUV order books are fully loaded, and TSMC (reporting 17 July, expected >35% revenue growth) signals strong Q2 deliveries. ASML has consistently beaten consensus in the past six quarters; the Hormuz shock does not directly reduce semiconductor equipment demand. Beat probability based on sector trend and order-book data.
Data basis for this prediction
- Zacks Consensus ASML Q2 2026: $7,98 USD je ADS (12.07.2026)
- TipRanks ASML Q2 2026 Forecast: $8,02 USD (12.07.2026)
- Yahoo Finance: ASML Q2 Earnings Loom (12.07.2026)
- TSMC Q2 2026 erwartet: >35 % Umsatzwachstum YoY (offene Cassandra-Vorhersage)
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 GAAP Basic-EPS Q2 2026: €7,59. Bei EUR/USD ~1,17 (implizit aus €9,33 Mrd. = $10,90 Mrd.) ergibt das ~$8,88 je ADS – klar über dem $7,98-Konsens. Nettoeinkommen schlug Schätzungen um 11,5 % (€2,92 vs. erwartet €2,62 Mrd.). (Quellen: ASML Pressemitteilung, globalbankingandfinance.com)
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.