ASML Orders Beat Expectations Amid AI Investment Boom
If we look at it, all the bookings number in Q2, it's about €5.5 billion. So it should be the slightly better than expected. So I think that the the market to maybe a bit relieved and to see that number. And in Q1, that number was the €3.9 billion. And we have to look the numbers in detail, but it's all the bookings in Q2 should be pretty similar number to the revenue level. So probably book to race ratio should be around the 1.0. So that's a quite maybe revealing the number. And but if we look at the Q3 revenue number, it's probably the market consensus seems to be maybe aiming at around €8 billion and now a similar is guiding around the in the midpoint to €7.65 billion, so slightly lower than the kind of a consensus level. But still the company could achieve a growth in 2025, saying 25 growth should be possible. So all of our numbers should be fine, I guess. Is there anything you're going to be watching out for? And the coming analysts call some of the key topics perhaps around tariffs or China. What are you watching out for? Yes. And the most important point it should be to maybe, you know, it's a growth outlook in 2026 or 2027. And the companies are now saying that the new the most advanced high end EUV equipment they ship the fast to in Q2. So probably if they can keep the, you know, growth momentum for the high end EUV tools going forward, that should be the maybe we can say that the growth scenario is intact for ASML. And also, as you say, that the estimates revenue in China could be another forecast and they have some restrictions that to export to China. And we have to see the numbers in Q2 for the China revenue. But going forward, whether they see still solid demand from China or not should be very important part.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
9 minutes ago
- Yahoo
Flywire (FLYW) To Report Earnings Tomorrow: Here Is What To Expect
Cross border payment processor Flywire (NASDAQ: FLYW) will be announcing earnings results this Tuesday after the bell. Here's what to look for. Flywire beat analysts' revenue expectations by 5% last quarter, reporting revenues of $133.5 million, up 17% year on year. It was a strong quarter for the company, with a solid beat of analysts' EBITDA estimates. Is Flywire a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Flywire's revenue to grow 20.9% year on year to $125.4 million, slowing from the 22.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.07 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Flywire has missed Wall Street's revenue estimates three times over the last two years. Looking at Flywire's peers in the finance and hr software segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Workiva delivered year-on-year revenue growth of 21.2%, beating analysts' expectations by 3%, and Asure reported revenues up 7.4%, falling short of estimates by 3.2%. Workiva traded up 32.2% following the results while Asure was down 13.6%. Read our full analysis of Workiva's results here and Asure's results here. The euphoria surrounding Trump's November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the finance and hr software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5% on average over the last month. Flywire is down 11.3% during the same time and is heading into earnings with an average analyst price target of $13.45 (compared to the current share price of $10.57). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
9 minutes ago
- Yahoo
J&J Snack Foods (JJSF) Reports Earnings Tomorrow: What To Expect
Snack food company J&J Snack Foods (NASDAQ:JJSF) will be reporting earnings this Tuesday morning. Here's what investors should know. J&J Snack Foods missed analysts' revenue expectations by 3.2% last quarter, reporting revenues of $356.1 million, down 1% year on year. It was a disappointing quarter for the company, with a significant miss of analysts' adjusted operating income estimates and a significant miss of analysts' EBITDA estimates. Is J&J Snack Foods a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting J&J Snack Foods's revenue to grow 1.2% year on year to $445.3 million, slowing from the 3.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.76 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. J&J Snack Foods has missed Wall Street's revenue estimates five times over the last two years. Looking at J&J Snack Foods's peers in the shelf-stable food segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Hershey delivered year-on-year revenue growth of 26%, beating analysts' expectations by 3.1%, and Lamb Weston reported revenues up 4%, topping estimates by 5.7%. Hershey's stock price was unchanged after the resultswhile Lamb Weston was up 19.3%. Read our full analysis of Hershey's results here and Lamb Weston's results here. Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the shelf-stable food stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.4% on average over the last month. J&J Snack Foods is down 3.6% during the same time and is heading into earnings with an average analyst price target of $144 (compared to the current share price of $112.21). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. 登入存取你的投資組合
Bloomberg
27 minutes ago
- Bloomberg
China to Tax Bond Interest Income After Decades of Exemption
China said it plans to tax interest income on bonds issued by the government and financial institutions, in a surprise move that's prompted investors to reevaluate their debt market positions. The government will resume collection of value-added tax on interest income from bonds sold by central and local governments, as well as those from financial institutions starting Aug. 8, the Ministry of Finance said in a statement released on Friday. Bonds issued before that, including the reopening sales on these notes, will be exempted from the tax.
