ASML Holding N.V. (ASML) Gains on Strong EUV Demand and Higher Guidance

What happened: Antipodes Global Fund disclosed a newly initiated position in ASML Holding N.V. (NASDAQ:ASML) in its Q3 2026 investor letter, citing the company's role as sole supplier of leading-edge EUV lithography systems. Key numbers: ASML closed at $1,589.11 on October 26, 2026, with a $610.59 billion market cap. Why it matters: The fund said ASML is nearing full utilisation of its 2027 EUV capacity, has orders secured for 2028, and is expanding capacity by roughly 30%, which it views as supporting durable growth. Market: +2.1% today ($1,631.77), +40.7% YTD, 0.3x vol — as of 15:32 UTC

Antipodes Global Fund disclosed a newly initiated position in ASML Holding N.V. (NASDAQ:ASML) in its Q3 2026 investor letter, citing the company's role as sole supplier of leading-edge EUV lithography systems.

The fund said ASML is nearing full utilisation of its 2027 EUV capacity, has orders secured for 2028, and is expanding capacity by roughly 30%, which it views as supporting durable growth. Market: +2.1% today ($1,631.77), +40.7% YTD, 0.3x vol — as of 15:32 UTC