Company
ASML
- Episodes
- 20
- Share
- 1.9%
- Shows
- 17
- Net sentiment
- +0.67
Up from 0.6% of episodes in the weeks before; net sentiment was +0.73.
Bullish 12Mixed 1Neutral 5Bearish 2
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on ASML. Longest episodes first.
Bullish 12
- Memory lithography sales grew sharply and demand outstrips the capacity it can build.CoreWeave Bonds Hit 14.5%. ASML Still Can't Build Enough Machines. | Ep 60 · Futurum Equities Podcast · Oct 16
- Record quarter with demand outpacing capacity through 2028 and strong recurring service revenue.ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack · The Canadian Investor · Oct 15
- Raised full-year sales forecast third straight quarter and reported order interest into 2030.Chips, inflation and bank earnings 10/14/26 · Morning Call · Oct 14
- Profit beat expectations and guidance was raised for the third time this year on long-term demand.10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · Squawk on the Street · Oct 14
- Raised guidance a third time and cited order interest through 2030.9am Hour: Exclusive: BlackRock’s Larry Fink, CPI Runs Hot, BofA’s $1.2B Fine 10/14/26 · Squawk on the Street · Oct 14
- Demand for EUV tools exceeds its capacity for years, boosting its monopoly position.How the Latest AI Leap Is Disrupting Business Models · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 15
Show 6 moreShow fewer
- Raised outlook on strong orders visibility through 2030 and capacity expansion plans.ASML raises sales outlook amid surging demand · Squawk Box Europe Express · Oct 14
- Capacity sold out through 2028 as demand for its lithography tools outstrips supply.[AI DAILY NEWS RUNDOWN] Rogue Chinese Agent Fleet Makes 'First Contact', OpenAI's Boardroom Bugged, Anthropic's $16.8B Quarter & 453 Scientists Demand AI Containment (Oct 15, 2026) · DjamgaMind: Executive AI Intelligence & Business Forensics (No Ads) · Oct 15
- Monopoly on EUV machines with sold-out capacity and strong margins, though the stock is cyclical.Can Apple Take Over Your Home? · Motley Fool Hidden Gems Investing · Oct 14
- Demand expected to exceed supply through 2028, with orders reaching 2029-2030.Oct 15: Anthropic's $16.8B Quarter and a Tencent Agent Fleet · Valley Morning Briefing · Oct 15
- Record Q3 sales, 52% Q4 growth guidance, rising margins and sold-out capacity through 2028.ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle · Chip Stock Investor Podcast · Oct 14
- Raised guidance three times and sees strong customer demand and sold-out capacity this year.MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff · Schwab Network · Oct 14
Bearish 2
- Dutch maker of DUV lithography tools; tighter export controls would curb its China sales.From Posting to Policy: Saif Khan on DUV and the AI Balance · ChinaTalk · Oct 15
- Earnings were merely okay and did little to help the struggling chip sector.Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In Focus · Stock Market Today With IBD · Oct 14
Neutral 5
- Monopoly supplier to chipmakers; mentioned as expensive due to its dominant position.We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out · Excess Returns · Oct 17
- Position grew past the limit after a large gain and was pulled back.The S&P Hit a Record. 73% of Stocks Are Below Their 50-Day. What Is Your Index Fund Betting On? · Two Quants and a Financial Planner · Oct 12
- Chip equipment earnings are an early read on semiconductor demand; rated three stars.5 Stocks to Sell for Tax-Loss Harvesting · The Morning Filter · Oct 12
- Earnings report pending and seen as a key chip sector catalyst.Indexes Drift Lower Ahead Of Inflation Report: AMD, CAKE, URBN In Focus · Stock Market Today With IBD · Oct 13
- Mentioned for its CEO's comments opposing lithography export controls on China.Is the AI Chip Boom Built to Last? | TSMC CFO on the Industry's Future · Fox Business Rundown · Oct 16
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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