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ASML Earnings Are Coming. The Stock Is Back in Favor Amid AI Boom.

1. ASML expects to report €5.45 per share, €7.74 billion revenue. 2. Stock prices surged over 30% since September, anticipating positive earnings. 3. Challenges arise from slower advanced lithography tool spending by Samsung and Intel. 4. Dependence on TSMC for orders creates uncertainty in sales forecasts. 5. Analysts predict long-term demand growth due to AI chip production.

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FAQ

Why Bullish?

Despite current challenges, ASML's long-term prospects in AI and lithography remain strong. Previous earnings have led to similar bullish trends even amid short-term challenges.

How important is it?

The earnings report directly concerns ASML's financial metrics and market expectations, shaping investor sentiment.

Why Long Term?

ASML's innovation cycles, particularly with High NA EUV, could unlock demand in the coming years.

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