ASML Rebounds from 4% Gap Down as $350M High-NA EUV Shipments Launch Angstrom Era

ASML shares gapped down to $1,339.13 on February 5, 2026. The stock fell 4.07% in mid-day trading to an intraday low of $1,316.06 before recovering to $1,350.32, a net gain of 0.84%. This volatility tracked a broader technology sell-off driven by AI capital expenditure concerns and cautious semiconductor outlooks from AMD and Qualcomm.

The recovery follows the start of high-volume shipments for ASML’s $350 million High-NA EUV Twinscan EXE:5200 machines. These units were delivered to Intel and Samsung, marking the transition to the Angstrom Era of advanced chip manufacturing.

Analysts currently maintain a Zacks #2 Buy rating for ASML amid upward earnings revisions. The company continues to outperform its industry peers despite persistent market volatility and short-term macroeconomic pressures.