ASML's Q4 and full-year outlook guidance drives impact despite mixed Q3 results.
Context
What happened: ASML Holding reported mixed Q3 results, with GAAP EPS beating estimates while revenue missed slightly, and issued Q4 and full-year 2026 guidance.
Key numbers: Q3 GAAP EPS €12.93, beat by €2.14. Revenue €11.66B, up 55.1% Y/Y, missed by €70M. Q4 2026 net sales guidance €14.2B to €15.2B versus consensus of €14.11B, gross margin around 57%. Full-year 2026 net sales €44B to €45B, gross margin around 56%.
Why it matters: The Q4 sales outlook exceeds consensus, while the revenue miss and EPS beat show mixed quarterly performance against elevated expectations.
Market: -3.9% today ($1,650.00), +42.3% YTD, 1.9x vol — as of 22:46 UTC
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