ASML is trading at $1465.69 (+3.01%) amid a rally driven by Q4 earnings, which featured record net bookings of €13.2 billion, far exceeding estimates.
- The company's backlog now extends into 2027, largely driven by strong AI-related demand.
- Management raised 2026 revenue guidance to €34-39 billion, significantly above consensus expectations.
- EUV orders reached €7.4 billion, signaling a sustained semiconductor upcycle.