---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39921276.md"
description: "$ASML(ASML.US)'s earnings report showed that revenue, profit, and gross margin all exceeded expectations... but the guidance provided was lower than expected, with the night market dropping nearly 4%...It seems "Mr. Market" values guidance more than revenue...ASML is a heavy asset company, currently with a PE of 50+, high valuation implies high growth. Scoring 98 before and 90 now is considered failing. This is short-term emotional capital voting with their feet... Another factor is geopolitics - the U.S. MATCH Act, with lingering export control concerns...My advice is don't bet on earnings... Even if you had a 90% win rate before, losing once can send you back to square one!Finally, AI demand remains strong. Whether it's Samsung/SK Hynix or others who will buy EUV machines like crazy, there might be an opportunity after the sentiment subsides."
datetime: "2026-04-15T05:43:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39921276.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39921276.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39921276.md)
author: "[AngerBird](https://longbridge.com/en/profiles/13017810.md)"
---

# $ASML(ASML.US)'s earnings report showed that reven…


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## Comments (5)

- **D 大 · 2026-04-15T08:05:10.000Z**: Pulled back strongly, already +1
- **(Shaunnny) · 2026-04-15T07:31:50.000Z · 👍 1**: Having risen to such a high level, there's indeed no room for error; if it's not far above expectations, it can't sustain its P/E. So it can only fall.
  - **古德里安的交易员** (2026-04-15T09:49:37.000Z): After all, a heavy asset business still has a P/E ratio of 50, that's really quite outrageous.
- **见鹿笔记 · 2026-04-15T05:47:48.000Z · 👍 1**: It's so hard to have a good earnings report these days... Not only does it have to be good now, but it's not enough to just stay good in the future, it has to be even better. If you spend less on AI, they say you're not up to par; if you spend more, they say you have a bubble.
- **相信概率 · 2026-04-15T05:45:50.000Z · 👍 1**: It's risen too much; Wall Street is just finding an excuse to dump the market.