---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/dolphin/post/44321593.md"
description: "ASML 3Q26 First Take: results were broadly in line, with revenue and GPM meeting prior guidance. Quarterly growth was driven by pull-ins from China customers and TSM, alongside rising demand for upgrade services.Beyond the reported figures, investors focused on guidance: the company raised its 2026 full-year outlook to €44–45bn (vs. €43–45bn last quarter). It only lifted the floor, not the ceiling, offering limited upside surprise.ASML typically provides next-year guidance in Q3, but it did not issue 2027 guidance this time. Watch the later earnings call for management’s view on 2027–2028; Dolphin Research will post updates promptly.Despite the broader AI-led market correction, ASML’s pullback has been relatively modest. Downstream foundry capex is clearly rising; for example, Micron guided FY2027 capex to over $50bn (+70% YoY). Beyond AI demand, High-NA EUV could usher in another product upgrade cycle. This would underpin sustained high growth for ASML.Overall, if management cannot articulate a clear 2027 outlook, the market may be disappointed near term. That said, given core fabs’ capex plans, downstream demand for semi equipment remains strong, and the company can still deliver high growth.$ASML(ASML.US) $ASML 2X Long ETF(ASMG.US) $Direxion Daily ASML Bull 2X ETF(ASMU.US)"
datetime: "2026-10-14T07:11:43.000Z"
locales:
  - [en](https://longbridge.com/en/dolphin/post/44321593.md)
  - [zh-CN](https://longbridge.com/zh-CN/dolphin/post/44321593.md)
  - [zh-HK](https://longbridge.com/zh-HK/dolphin/post/44321593.md)
author: "[Dolphin Research](https://longbridge.com/en/dolphin.md)"
generator: "portal-rs"
---

# ASML 3Q26 First Take: results were broadly in line…


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## Comments (14)

- **samso0 · 2026-10-15T23:25:38.000Z**: Nice
- **NewUser_5JaG2B · 2026-10-15T05:42:21.000Z**: Hope it will be going up and let’s see.
- **NewUser_M4Zgs · 2026-10-15T02:47:07.000Z**: good
- **NewUser_o8x6Qo · 2026-10-15T01:32:05.000Z**: nicely done
- **Bubu San · 2026-10-15T00:54:47.000Z**: 👏🏻
- **Fartreehth · 2026-10-15T00:33:44.000Z**: the direction of the stock still mainly depends on big whale
  - **Dolphin fans** (2026-10-15T01:54:58.000Z): yes ..
- **KaiSiang · 2026-10-14T23:52:20.000Z**: Good job!
- **xiaochu · 2026-10-14T22:45:25.000Z**: Good
- **joericsg · 2026-10-14T22:25:48.000Z**: best
- **Uncle_FaGe · 2026-10-14T18:51:03.000Z**: Good
- **wennn · 2026-10-14T16:38:15.000Z**: Good
- **JJ Yong · 2026-10-14T13:37:17.000Z**: good
- **Jusaman · 2026-10-14T10:31:52.000Z**: niceeeee


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**