--- title: "ASML's stock price plummets after earnings; Evercore ISI calls for \"buying on dips\"" description: "ASML's stock price fell 8.3% after the release of its second-quarter financial report. Evercore ISI believes this is a buying opportunity, maintaining its \"outperform\" rating with a target price of €8" type: "news" locale: "en" url: "https://longbridge.com/en/news/248878120.md" published_at: "2025-07-17T01:29:04.000Z" --- # ASML's stock price plummets after earnings; Evercore ISI calls for "buying on dips" > ASML's stock price fell 8.3% after the release of its second-quarter financial report. Evercore ISI believes this is a buying opportunity, maintaining its "outperform" rating with a target price of €803. Analyst Mark Lipacis pointed out that the expectations of weak performance have already been reflected in the stock price. Although gross margins may decline in the second half of the year, strong demand for artificial intelligence is still expected to achieve the revenue target for 2025 According to the Zhitong Finance APP, Evercore ISI stated that ASML (ASML.US) saw its stock price drop after announcing its second-quarter earnings, which presents a buying opportunity. Evercore ISI maintains an "outperform" rating on ASML's shares listed on the Amsterdam Stock Exchange, with a target price of €803, approximately 14% higher than the closing price on July 15. Evercore ISI analyst Mark Lipacis said, "Given that ASML's price-to-earnings ratio has compressed by 35% to 40% over the past nine months, we believe that the expectations for weak performance have already been reflected in the stock price, and it is time to buy on the dip." Lipacis noted that ASML's management expects gross margins to trend downward in the second half of the year due to revenue recognition from high numerical aperture technology and a reduction in the upgrade service portfolio. He stated that while ASML is still expected to achieve its revenue target for 2025 (with a median of €32.5 billion), there is more uncertainty regarding the outlook for 2026. However, Lipacis added that ASML's management indicated that demand for artificial intelligence has been strong this year to date, serving as a key growth driver for foundry logic and the DRAM market. Data shows that the Dutch chip equipment manufacturer ASML had a strong performance in the second quarter, with total revenue of €7.7 billion and net profit of €2.3 billion, both at the upper limit of guidance. However, management warned that uncertainties arising from macroeconomic and geopolitical developments are intensifying, and it may not achieve growth in 2026. As a result of this news, ASML's stock price plummeted by 8.3% as of Wednesday's market close ### Related Stocks - [ASML.US - ASML](https://longbridge.com/en/quote/ASML.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 晶圆厂疯建，光刻机却卖不动了 | 2025 年全球晶圆厂扩产加速，但光刻机出货量却下降，预计总出货量约 645 台。ASML、佳能和尼康是主要供应商，ASML 的出货量预计为 327 台，较 2024 年明显下滑。EUV 光刻系统销售额增长 39%，而 DUV 光刻系统销售 | [Link](https://longbridge.com/en/news/276002403.md) | | 欧洲后 2nm 先进制程中试线 NanoIC 正式启用，总投资 25 亿欧元 | 比利时半导体研究机构 imec 宣布其后 2nm 先进制程中试线 NanoIC 正式启用，项目总投资 25 亿欧元，资金来自欧盟、比利时政府及行业合作伙伴。NanoIC 配备 ASML 的 High NA EUV 光刻机，旨在推动人工智能、 | [Link](https://longbridge.com/en/news/275323135.md) | | 云原生经纪服务提供商 Clear Street 正式撤回 3.51 亿美元美股 IPO | 云原生经纪服务提供商 Clear Street 于本周四正式撤回其 3.51 亿美元的美股 IPO 申请。该公司原计划以每股 26 至 28 美元的价格发行 1300 万股，但一周前已将发行规模缩减 65%。Clear Street 成立于 | [Link](https://longbridge.com/en/news/276421580.md) | | 谷歌突然发布 Gemini 3.1 Pro：核心推理性能直接翻倍 | 谷歌发布了最新的大模型 Gemini 3.1 Pro，其推理性能较去年发布的 Gemini 3 Pro 翻倍。在 ARC-AGI-2 评测中，Gemini 3.1 Pro 得分 77.1%，显示出强大的推理能力。新模型支持多源数据综合和复杂 | [Link](https://longbridge.com/en/news/276396515.md) | | Copilot+Azure 巩固领先优势 花旗重申微软 “买入” 评级 | 花旗重申对微软的 “买入” 评级，认为其 Copilot 业务动能增强和 Azure 云业务稳健，巩固了在企业级 AI 软件领域的领先地位。分析师 Radke 指出，管理层对投资者关心的竞争格局和资源分配等问题进行了积极回应，缓解了市场担忧 | [Link](https://longbridge.com/en/news/276455595.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.