ASML shares rise on robust Q4 orders fuelled by AI surge

Melexis NV

28/01/2026 08:39

** Shares of Dutch semiconductor equipment leader ASML ASML.AS climb 7% after reporting 13.2 billion euros ($15.82 billion)in Q4 orders, 94% above consensus projections, driven by strong AI-related demand

** Co's Q4 revenue of 9.72 billion euros exceeded mid-point guidance, while its gross margin of 52.2% slightly surpassed company projections, reflecting sustained demand for advanced lithography systems

** J.P. Morgan calls the quarter's order blowout indicative of a "major upgrade cycle" for co, with FY26 sales guidance between 34 billion and 39 billion euros, 3.5% above consensus midpoints

** The robust demand outlook underlines ASML's pivotal role in AI and semiconductor manufacturing supply chains, with analysts maintaining a positive stance on its long-term trajectory - JPM

** Shares of peers ASM International NV ASMI.AS are also up 2.2%, Melexis NV MLXS.BR up 3% and STmicro STMPA.PA 4%, while German peers also rise with Infineon IFXGn.DE> up +5.9%, and Suss Microtec SMHNn.DE up +1.86%

($1 = 0.8342 euros)

 (Reporting by Jerome Terroy)

 ((jerome.terroy@thomsonreuters.com))