ASML Holding NV is expected to report Q4 2025 consensus revenue of approximately $11.1 billion and earnings per share of $8.86, while its current stock price of roughly $1,408 trades in line with the average analyst target of $1,407. The single most critical metric for this report is quarterly net bookings, with investors seeking at least €8 billion to confirm a recovery into 2026.
This focus comes as the company navigates a transition year marked by a projected decline in China-based revenue due to tighter export controls. Despite these headwinds, massive capital expenditure hikes from leading customers like TSMC and rising demand for High-NA EUV tools to support advanced AI chipmaking provide a bullish backdrop for the 2026-2027 outlook.