Skip to contentHome page Seeking Alpha - Power to InvestorsOct 19, 2026, 5:19 AM ETASML Holding N.V. (ASML) Stock, ASML:CA Stock, ASMLF StockTSM, KLAC, LRCXThe Asian Investor33.36K FollowersASML Holding reported robust Q3 earnings, driven by surging AI-related demand and strong order momentum for its EUV lithography systems.Q3 revenue grew 55% year-over-year to €11.7 billion, with gross margin expanding to 57.5% and free cash flow soaring over 4,500% year-over-year.Management raised full-year revenue guidance to €44–45 billion, +€1 billion at the bottom end, citing continued AI and cloud infrastructure investment as catalysts for further growth.I maintain a 'Strong Buy' rating for ASML, given its dominant market position, margin expansion, and compelling long-term AI-driven outlook.Just_Super/iStock via Getty ImagesASML Holding (ASML), the world's leading semiconductor equipment manufacturer in the lithography system market, just reported better-than-expected earnings for its third quarter amid continual AI-driven demand strength.With Anthropic and U.S. hyperscalers going on a spending bingeThis article was written byThe Asian Investor33.36K FollowersI am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ASML, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.