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ASML projects Q4 sales of €14.2 bn-€15.2 bn

The earnings-call item also cited stronger AI demand signals and a review of capacity growth above 30% in 2028.

ASML projects Q4 sales of €14.2bn-€15.2bn

ASML Holding N.V. projected fourth-quarter 2026 sales of €14.2 billion to €15.2 billion in an automatically generated Seeking Alpha earnings-call item captured Oct. 14.

The range matters because ASML had set 2026 revenue guidance of €43 billion to €45 billion on July 15 and planned a 30% EUV capacity increase over two years, Atlas360 reported then.

At the midpoint, the fourth-quarter sales range is €14.7 billion, equal to about one-third of ASML’s July full-year revenue outlook, according to Atlas360 calculations. The supplied material did not include third-quarter sales, orders, margin, earnings-per-share figures, analyst estimates or share-price reaction.

The Seeking Alpha item said ASML is exploring capacity growth above 30% in 2028 and described stronger AI-linked demand signals. It did not give a spending amount, shipment target or decision date for any additional expansion.

The item attributed the demand comments to Christophe Fouquet, ASML’s president, chief executive and chair of the board of management. The supplied text contains only an unfinished quotation from Fouquet, so Atlas360 is not publishing it as a complete remark.

EUV, or extreme ultraviolet lithography, refers to chipmaking equipment that uses very short-wavelength light to print advanced circuit patterns. High NA is a newer EUV design with higher numerical aperture, a feature used to improve patterning precision.

The sourcing carries an explicit limitation. Seeking Alpha said the article was automatically generated by an AI tool from content available on its website and was not curated or reviewed by humans.

Source: automatically generated earnings-call item, Seeking Alpha, captured Oct. 14, 2026

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