Leverage Shares 2X Long ASML Daily ETF

ASML

ASMG

ASML First Take: The print was middling. Revenue and GPM were in line with guidance, but there was no clear beat.Growth this quarter was driven by stronger EUV demand from Korean memory makers and higher service revenue. Versus the reported numbers, the Street is more focused on orders and forward guidance: ① Orders: The co. did not disclose order intake this quarter.Last quarter, net bookings were €13bn, largely from memory customers, with most shipments slated for 2027. Bookings are a leading indicator, so watch the earnings call for any color on order details (cf. Dolphin Research's Trans). ② Outlook: Mgmt guides next-quarter revenue at €8.4–9.0bn, below the Street's €9.1bn.As mgmt has already issued FY26 guidance, the next-quarter guide carries less weight. The co. raised its FY26 revenue guide to €36–40bn (from €34–39bn), implying +10–22% YoY and signaling confidence in the business.Major sell-side houses had already lifted their FY growth range to ~10–25%, so this aligns with market expectations. Based on guidance, ASML's growth is back-half weighted, with H2 revenue likely €18–22bn, well above H1 (per quarter under €9bn), implying wafer-fab capex will also skew to H2. Overall, near-term results are subdued, but with clear full-year guidance, Q1–Q2 prints matter less. With TSMC and memory vendors expanding capex, ASML still offers relative visibility. Beyond the FY guide, orders better indicate the durability of growth. The co. did not disclose this in the release, so we need to wait for mgmt commentary. For more, follow Dolphin Research's subsequent takeaways and transcripts. $ASML(ASML.US) $Leverage Shares 2X Long ASML Daily ETF(ASMG.US)

Taiwan Semiconductor

ASML Holding NV

ASML and Tata Electronics Sign Deal to Build $11B 300mm Semiconductor Fab in India

ASML CEO Responds to Huang Runchun: Denies Providing Top-tier Chip Access to China

ASML Increases EUV Lithography Machine Production to Meet Demand

ASML Holding Approves €2.70 Dividend Per Share and Authorizes Up to 10% Share Repurchase

ASML CEO States Intent to Avoid Industry Bottleneck

Multiple firms raise ASML's target price

RBC Raises ASML Target Price to $1700

ASML CEO Forecasts Significant Increase in Demand for Photolithography Equipment

ASML raises 2026 revenue forecast to 36-40 billion euros

ASML Reports Qtrly Earnings, Warns of US Export Curbs Impact

Jefferies analyst maintains hold rating on ASML with a target price of 1,260 euros

Morgan Stanley Analyst Maintains ASML Buy Rating with Price Target

ASML Employees Strike Over Layoff Plan

TD Cowen Reiterates Buy Rating for ASML with $1500 Price Target

ASML Sets Agenda for 2026 AGM, Includes Board Changes and New CTO Appointment Plans

ASML Reveals Breakthrough, Chip Output Could Rise 50% by 2030

ASML boosts EUV light source power to 1000 watts

ING Raises ASML Target Price to 1500 Euros

Bernstein Analyst Raises ASML's Target Price

Argus Research and TipRanks – Anthropic Reiterate Buy Rating on ASML Holding

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Generation Income Properties

MetaVia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Virax Biolabs

Rubico

ASML Holding has partnered with Tata Electronics to enhance India's semiconductor manufacturing capabilities, focusing on a $11 billion 300 mm foundry in Gujarat. This collaboration aims to bolster India's position in the global chip market by 2032, while ASML seeks growth opportunities beyond its current markets. The partnership includes talent training and supply-chain development, signaling a shift towards serious manufacturing efforts in India's chip strategy.

GuruFocus

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

ASML Partners With Tata on India's $11 Billion Chip Manufacturing Push

SOXX

J.P. Morgan analyst Sandeep Deshpande has maintained a Buy rating on ASML Holding NV, with shares closing at €1,306.60. The analyst consensus is Strong Buy, with a price target of €1,545.53, indicating an 18.29% upside. Goldman Sachs also reiterated a Buy rating with a €1,600.00 target.

Tip Ranks

iShares Semiconductor ETF

VanEck Semiconductor ETF

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Infineon Technologies AG

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Nokia Oyj

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JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

GS Hldg R

ASML Holding NV (0QB8) Receives a Buy from J.P. Morgan

ASML anticipates the first products from its new High-NA machines to be ready in a few months, according to CEO Christophe Fouquet. He stated that these machines will reduce costs for chip circuitry patterning in both logic and memory applications.

ASML says first chips from new High-NA machines to arrive in months

300750

ASMH

BOEG

BOEU

Financial markets are focused on the Trump-Xi summit in Beijing, which could reshape international trade and supply chains. Key discussions will revolve around tariffs, AI, Taiwan, and rare earth materials, impacting companies like Boeing, ASML, and CATL. Boeing may secure a historic 500 aircraft order from China, while ASML's revenue could be affected by export controls on semiconductor technology. CATL's position in EV exports and battery supply chains is also critical, with potential changes in trade rules influencing its global expansion.

Invezz

Boeing

CATL

Invesco Aero & Defense ETF

ISHRS Aero & Def

ASML Holding NV ADRhedged

Leverage Shares 2X Long BA Daily ETF

Direxion Daily BA Bull 2X Shares

SPDR S&P Aerospace & Def

Boeing Company

CATL HK SDR 30to1

These stocks are in focus amid the high-stakes Trump-Xi meeting

ASML reported buyback trades under its ongoing Jan 28, 2026 share repurchase program and filed the required MAR notice; the filing omitted specific trade details like share counts, timing or totals.1ASML partners with Tata Electronics to support India’s planned 300mm semiconductor fab in Gujarat, providing lithography tech, talent training, supply‑chain support and R&D collaboration through 20322

TradingView

Key facts: ASML files MAR buyback notice; Tata to back Gujarat fab

TSMU

TSMX

TSMG

ASML and TSMC are key players in the AI semiconductor market, with TSMC currently seen as the better buy due to its direct ties to AI demand. Analysts highlight TSMC's struggles to meet demand and its valuable capacity in the AI supply chain. ASML, while critical for chipmaking, relies on future equipment orders and memory investments. Price targets suggest ASML has more upside potential than TSMC, with ASML's target at $1,791.40 indicating a 21% upside compared to TSM's 17.4%.

- ASML and TSMC are pivotal AI semiconductor stocks, with TSMC currently viewed as the better buy due to its direct ties to immediate AI demand.  
- ASML, while holding a monopoly in EUV lithography, relies on future fab spending and memory investments, projected to be significant in 2026 and 2027.  
- Analysts predict greater upside for ASML at a price target of $1,791.40 per share compared to TSM's 17.4% potential increase, reflecting differing growth trajectories influenced by AI demand.

GraniteShares 2x Long TSM Daily ETF

Direxion Daily TSM Bull 2X Shares

SPDR S&P Semicon

Leverage Shares 2X Long TSM Daily ETF

NVIDIA

Apple

Broadcom

Micron Tech

NVIDIA Corporation

ASML vs. TSM: The Better AI Chip Stock to Buy Now

In a report released today, Alexander Duval from Goldman Sachs reiterated a Buy rating on ASML Holding NV, with a price target of €1,600.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks According to TipRanks, Duval is ranked #815 out of 12188 analysts. ASML Holding NV has an analyst consensus of Strong Buy, with a price target consensus of €1,543.63.

Goldman Sachs Sticks to Its Buy Rating for ASML Holding NV (0QB8)

STLD

Jim Cramer advised against chasing ASML after its $75 jump, suggesting investors wait for a dip to buy. He recommended Steel Dynamics and Bloom Energy, both of which reported strong earnings. Cramer expressed caution about Digi Power X, which recently upsized its offering, and noted Amphenol's positive earnings but recent price drop. ASML's shares rose 5% following its earnings report, while Steel Dynamics and Bloom Energy also saw slight gains. Digi Power X shares increased by 7.1%, while Amphenol shares fell by 6.3%.

benzinga_article

Bloom Energy

Steel Dynamics

Digi Power X

Amphenol

Cramer Says Don't Chase ASML After $75 Jump—Wait For A Dip To Buy This 'Great' Semi Play

Tata Electronics and ASML have partnered to establish a semiconductor manufacturing facility in Dholera, Gujarat, during Prime Minister Modi's visit to the Netherlands. This collaboration, involving a Rs 91,000 crore investment, aims to deploy ASML's advanced lithography tools for India's first 300 mm semiconductor Fab. The partnership will enhance local talent training and supply chain resilience, focusing on various applications including automotive and AI. Both companies emphasize the strategic importance of this venture in strengthening India-Netherlands technological ties.

Business Standard

Invesco Semiconductors ETF

Tata Electronics, ASML join hands for semiconductor manufacturing in India

CIEN

LITE

Investors are increasingly turning to a new ETF focused on photonics and photolithography, with $93 million in assets. The Corgi Lithography & Semiconductor Photonics ETF EUV includes major companies like Taiwan Semiconductor Manufacturing and ASML. Analysts highlight Lumentum and Ciena as top picks due to their exposure to hyperscaler spending, despite potential slowdowns. The ETF's portfolio trades at a high forward P/E of 40.6, indicating strong growth expectations in the optical technology sector.

- Investors are rapidly investing in the newly launched Corgi Lithography & Semiconductor Photonics ETF (EUV), which focuses on companies in photonics and photolithography.  
- The ETF currently has $93 million in assets, with major holdings including Taiwan Semiconductor Manufacturing and ASML Holding, and a weighted forward price-to-earnings multiple of 40.6.  
- Analysts highlight strong growth potential in optical-related stocks, driven by increasing demand for optical connections in data centers and advancements in semiconductor technologies.

Dow Jones

Ciena

Lumentum

Corgi Lithography & Smcndctr Phtncs ETF

Corning

S&P 500

Cisco

Tower Semicon

Marvell Tech

Optical stocks are booming. Here's how to invest in one of the most explosive areas of tech.