ASML Holding N.V.: Net Bookings in Q3 FY2026 exceed EUR 6.5 billion (earnings release approx. October 14, 2026, confirmed by ASML Investor Relations or Bloomberg by October 15, 2026)
Pending
✦ AI-generated prediction
Published on 23. September 2026
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Predicted for 14. October 2026
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Based on: Historical Cycle
ASML reported Q2 2026 total net sales of €9.3B at 54% gross margin and raised its full-year 2026 guidance a second time to €43–45B. For Q3 2026, it guides total net sales of €11.0–12.0B at 55–57% gross margin. Critically, ASML announced plans to expand its Low-NA EUV capacity by 30% to ~85 units for 2027, and is investigating a further 30% increase for 2028 — a clear signal of very strong order backlog. Net Bookings disappointed at €3.9B in Q4 2024 but have since recovered. With revenue guidance of €11–12B for Q3 2026 and a capacity expansion strategy implying substantial backlog coverage, a reading above €6.5B is plausible. No direct Polymarket market; analyst consensus for Q3 2026 Net Bookings estimated at €6–9B (Bloomberg approximation).
Data basis for this prediction
- ASML Pressemitteilung Q2 2026: Umsatz €9,3 Mrd, Bruttomarge 54 %, Jahresguidance €43–45 Mrd (15. Juli 2026)
- ASML Q3 2026 Umsatzguidance: €11,0–12,0 Mrd, Bruttomarge 55–57 % (ASML IR, 15. Juli 2026)
- ASML Kapazitätserweiterung: +30 % Low-NA-EUV für 2027 auf ca. 85 Systeme, +30 % für 2028 in Prüfung (Pressemitteilung Juli 2026)
- Qz.com: 'ASML raises 2026 guidance second time, beats Q2 earnings' (Stand 15. Juli 2026)
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
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