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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Corgi's Lithography & Semiconductor Photonics ETF (EUV) has exceeded $150 million in assets under management just two weeks post-launch on May 6, 2026. The ETF focuses on companies involved in photonics and light-based technologies essential for semiconductor manufacturing. CEO Nico Laqua emphasized the importance of extreme ultraviolet lithography in chip production. The fund holds around 40 positions, with major investments in Taiwan Semiconductor Manufacturing Co. and ASML Holding, and carries an expense ratio of 0.35%. Investors are advised to consider risks before investing.

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Corgi Lithography & Semiconductor Photonics ETF (EUV) Surpasses $150 Million in Assets Under Management Within Two Weeks of Launch

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Tech stocks showed mixed performance with the State Street Technology Select Sector SPDR ETF (XLK) down 0.2% and the S&P Semiconductor ETF (XSD) up 1.3%. Nvidia's fiscal Q1 sales are projected to exceed expectations, while Meta Platforms is restructuring, moving 7,000 employees to AI roles and planning job cuts, resulting in a 1.5% drop in shares. ASML's shares fell 0.5% as it prepares to receive new chip equipment soon.

- Tech stocks exhibited mixed results, with the State Street Technology Select Sector SPDR ETF falling by 0.2% while the State Street SPDR S&P Semiconductor ETF rose by 1.3%.  
- Nvidia's fiscal Q1 sales are projected to exceed market expectations, highlighting potential for improved cash returns.  
- Meta Platforms is reallocating 7,000 employees to AI-focused roles amidst a major restructuring, contributing to a 1.5% drop in its shares.

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Sector Update: Tech Stocks Mixed in Afternoon Trading

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

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.

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

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

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.

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Tata Electronics, ASML join hands for semiconductor manufacturing in India

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.

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

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

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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

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.

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ASML Holding (NASDAQ:ASML) has delivered an average annual return of 25.74% over the past 15 years, outperforming the market by 13.59%. A $100 investment in ASML stock 15 years ago would now be worth $3,057.83, reflecting the significant impact of compounded returns on investment growth. ASML's current market capitalization stands at $619.34 billion.

benzinga_article

If You Invested $100 In ASML Holding Stock 15 Years Ago, You Would Have This Much Today