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ASML Stock Drops After Earnings. Sales Guidance Hit by Trump Tariffs. - Barron's

1. ASML's stock fell 6.21% after weak sales guidance. 2. Tariffs have increased market uncertainty impacting ASML's forecasts. 3. Net profit rose to €2.36 billion but missed sales expectations. 4. Future growth projected for 2025 and 2026 despite current challenges. 5. Net bookings dropped significantly compared to the previous quarter.

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FAQ

Why Bearish?

Weak sales guidance and tariff uncertainties suggest potential revenue volatility; historically, ASML has faced challenges during uncertain macroeconomic periods.

How important is it?

The tariffs and sales guidance directly affect ASML's revenue and growth outlook, driving immediate market reactions.

Why Short Term?

Immediate impact expected due to current weakening demand, although future growth is anticipated post-tariff stabilization.

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