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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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9 views
ASML Holding N.V.'s Q2 results beat expectations on sales, profits, and net bookings, but a muted 2026 growth outlook triggered a sharp stock selloff. Despite near-term uncertainty, robust AI demand and strong data center trends support my bullish long-term thesis for ASML stock. ASML is trading at a reasonable valuation compared to peers, with rising margins and solid fundamentals in the EUV equipment market.
