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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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ASML's sharp post-earnings drop is justified by increased uncertainty for 2026, but the long-term growth story and market dominance remain intact. Management's refusal to guide for 2026 reflects only short-term macro and geopolitical risks, not a fundamental change in business outlook. Service revenue growth and a robust installed base provide stability, supporting double-digit annual growth potential through 2030 with improving margins.
