ASML Holding beats adjusted Q2 2026 EPS consensus of $8.00 on July 15, 2026
Hit
✦ AI-generated prediction
Published on 12. July 2026
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Predicted for 15. July 2026
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Based on: Historical Cycle
ASML Holding (NASDAQ: ASML) reports Q2 2026 before market open on July 15. EPS consensus: $7.98 (Zacks) / $8.02 (TipRanks); revenue consensus $10.28bn (+17.8% YoY). ASML stock rallied 70% YTD to $1,797 (July 10). Q1 2026 beat; FY guidance raised to €36–40bn. Seeking Alpha: 'ASML Likely To Beat Earnings.' Risk: management flagged expected Q2 cloud revenue deceleration.
Data basis for this prediction
- Zacks: ASML Q2 2026 EPS-Konsens 7,98 USD; TipRanks: 8,02 USD; Umsatz 10,28 Mrd. USD (Juli 2026)
- ASML Q1 2026: Nettoumsatz 8,8 Mrd. EUR, Guidance 36–40 Mrd. EUR FY2026 (SEC 6-K, April 2026)
- Seeking Alpha: 'ASML: Likely To Beat Earnings, But That Won't Be Enough' (Juli 2026)
- ASML-Schlusskurs 10. Juli 2026: 1.797,32 USD (+70% YTD, Yahoo Finance/Stockanalysis.com)
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 Q2 2026 EPS (~$8,88 USD) übertrifft auch die $8,00-Schwelle. Nettoeinkommen-Beat von 11,5 % bestätigt den EPS-Beat. (Quellen: ASML Pressemitteilung)
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CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
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ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.