ASML — Company · TLDRocket

Signals

1 story (+0%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

3 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

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Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

1 event

Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Sep 2025 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

ASML · NASDAQ · last close $1,602.22 (16 Sep 2026)

-2.5% over this window · S&P 500 -0.5% (dashed line)

Price moves around recent events

13 Aug Mistral AI announced an expansion of its European “sovereign AI” offering, including regional hosted inference and support for third-party open models, alongside plans and financing commitments to build new AI data-center capacity Funding

-0.2% next day, 0.0% vs S&P 500 · -5.3% over 5 trading days, -3.3% vs S&P 500
27 May Mistral AI acquires Emmi AI and launches physics-focused AI platform for industrial engineering Acquisition

— insufficient price data
16 Mar Mistral AI launches Forge and joins NVIDIA Nemotron Coalition for open-source AI model development Partnership

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

ASML · daily closes

$1,602.22 +82.4% · 12 months 52-week high $1,999.96 · low $861.18

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +1.32%

Candlestick · last 30 trading days

Read ASML is up 82.4% over twelve months, trading -19.9% from its 52-week high ($1,999.96, 30 Jun) — the strongest month was January at +33.0%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

ASML · quarterly EPS

Next report Wed 14 Oct · before market open Q3 FY2026 est EPS 10.77 est revenue $11.8B 3 weeks from now

Q2 2026 latest

7.58 EPS

est 6.93 +9.4%

Q1 2026

7.15 EPS

est 6.67 +7.1%

Q4 2025

7.34 EPS

est 7.71 -4.8%

Q3 2025

5.48 EPS

est 5.56 -1.4%

The TLDRocket take Q2 2026 · written 5 Aug 2026

ASML's last two quarters have been clean beats: Q1 2026 came in at 7.15 versus 6.67 expected, and Q2 2026 landed at 7.58 against a 6.93 estimate, a 9.4% surprise. That's a reversal from the back half of 2025, when the company undershot estimates twice running — a 4.8% miss in Q4 2025 and a smaller 1.4% miss in Q3. Two beats don't erase two misses, but the direction of travel matters more than the noise, and right now it's pointed up.

What's driving that swing isn't in the data we have — ASML's core business is selling extreme ultraviolet lithography machines to chipmakers like TSMC and Samsung, and this record doesn't tell us anything about order backlogs, China export restrictions, or the AI-chip capex cycle that actually moves ASML's top line. Our own coverage skews toward a side story: ASML led a €1.7 billion Series C into Mistral AI, valuing the French lab at €11.7 billion, and Mistral has since built products — Workflows, Forge, an industrial AI stack shown at AI Now Summit 2026 — that reportedly use ASML as a customer or partner. That's a strategic bet on AI tooling for its own engineering and manufacturing, not a driver of the EPS beat itself, and we shouldn't conflate the two.

So the honest read is: earnings momentum turned positive after a soft patch, and separately, ASML is spending some of its considerable cash pile on AI infrastructure via Mistral rather than just plowing it into R&D for next-gen lithography. Whether that Mistral stake pays off, and whether the EPS beats continue, are open questions this data doesn't answer.

Read alongside: Mistral AI Workflows Mistral Peter Wennink

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management

updated 2 Sep 2026

Christophe Fouquet President & CEO
Joost Smits Executive Vice President Development & Engineering
Roger Dassen EVP & CFO
Frédéric Schneider-Maunoury EVP & COO
Eloy Sasot Chief Data Officer
Cristina Monteiro EVP HR & Organization
Wouter Leten Vice President Strategy: Head of Corporate Strategy & Strategic Business Development
Jules Tops Vice President Repair & Reuse
Bart Noordam Senior Vice President Strategy of global footprint in a geopolitical context
Arnab Das SVP | Head of Corporate Strategy & Marketing and ESG
Frank Heemskerk Executive Vice President Global Public Affairs - Country management and Community engagement
Tom Armitage SVP, Chief Communications Officer