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You are at:Home » Trump’s Tariff Threat Casts Shadow Over ASML’s 2026 Growth Plans, Despite Strong Q2, AI Momentum – ASML Holding (NASDAQ:ASML)
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Trump’s Tariff Threat Casts Shadow Over ASML’s 2026 Growth Plans, Despite Strong Q2, AI Momentum – ASML Holding (NASDAQ:ASML)

News RoomNews RoomJul 16, 2025 6:36 am EDT0 ViewsNo Comments2 Mins Read
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Dutch semiconductor business, ASML Holding NV ASML, alerted financiers that its development outlook for 2026 is now under a cloud, mentioning increasing macroeconomic unpredictabilities and intensifying trade stress.

Have a look at the existing rate of ASML stock here.

What Occurred: Throughout the business’s 2nd quarter results on Wednesday, ASML’s CEO, Christophe Fouquet, stated in a declaration, “while we still get ready for development in 2026, we can not validate it at this phase,” mentioning growing unpredictabilities driven by macroeconomic and geopolitical advancements.

He includes that the principles of AMSL’s essential AI clients stay strong, however acknowledges the growing hazard of tariffs.

See Likewise: Top Wall Street Forecasters Revamp ASML Expectations Ahead Of Q2 Incomes

” Tariffs on brand-new systems and parts entering into the U.S., in addition to mutual procedures from other nations, might affect our gross margin,” Fouquet states.

The business, however, experienced strong reservations throughout the quarter, at $6.4 billion, compared to agreement quotes at $5.6 billion, according to a report by Bloomberg.

Its projection for 3rd quarter sales, nevertheless, approximated in between $8.6 billion and $9.2 billion, disappointed expert agreement quotes.

Why It Matters: While semiconductors were exempt from President Donald Trump’s “Freedom Day” tariffs, there is a great deal of unpredictability surrounding chipmaking devices.

Throughout its 2nd quarter outcomes, ASML published $8.9 billion in sales, ahead of agreement quotes at $8.7 billion, with an earnings of $2.66 billion, versus quotes at $2.37 billion.

Rate Action: Shares of ASML were up 2.02% on Tuesday, trading at $823.02, however are now down 7.10% after hours, following its 2nd quarter outcomes.

According to Benzinga’s Edge Stock Rankings, ASML ratings well on Development and Quality, while having a beneficial rate pattern in the brief, medium and long terms. Click on this link for much deeper insights into the stock.

Image courtesy: Skorzewiak/ Shutterstock.com

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