ASML has missed the estimates of analysts, especially in terms of its orders. The action opens up by 7%.
ASML announced its first quarter results this Wednesday morning. And they are characterized by expectations that have not been achieved. Conditions to drop the share on the stock market, which actually loses 7%.
Net orders thus display a value of 3.94 billion euros. The analysts’ estimate was 4.89 billion. This could be a sign of a drop in demand for its sophisticated electronic flea production equipment.
But the turnover also missed estimates, at 7.74 billion euros (compared to 7.8). However, the profit is slightly better, at 2.36 billion (2.3), or 6 euros per share, for a gross margin of 54%.
-ASML also indicates that it has bought for 2.7 billion euros in stocks over the quarter.
Uncertainty
The CEO of the Dutch company, Christophe Fouquet, wants to be reassuring. The prospects for the demand for fleas, especially for artificial intelligence, would always be very good.
But it also takes stock of growing uncertainty. In question: Trump’s customs duties … which announced a few days ago that a new customs salvo would touch the flea and semiconductor sector. They “create a new uncertainty”, with a macroeconomic level and with regard to the potential demand of ASML. “It is therefore a dynamic that we have to monitor very closely,” he says.
But it does not return to the turnover of 2025 turnover, which remains at 30 to 35 billion euros.
