ASML forecasts Q4 2026 sales above expectations
In short
ASML said its fourth-quarter 2026 sales could be between €14.2 billion and €15.2 billion. The company also projected a gross margin of about 57%. The report says ASML may not be able to meet AI-driven demand in 2027 and 2028.
This matters because ASML makes key chipmaking tools and demand is strong. The report does not say how large the shortfall will be or what will cause it.
What the reporting says
ASML forecast fourth-quarter 2026 sales of €14.2 billion to €15.2 billion, above analyst expectations, according to a publisher summary. The chip-equipment maker also projected a gross margin of around 57%. The report says the company will be unable to meet AI-driven customer demand in 2027 and 2028, but it does not explain the specific supply constraints or quantify the unmet demand.
Why it matters
ASML projected Q4 2026 sales of €14.2 billion to €15.2 billion and a gross margin near 57%, according to the publisher summary. The same report says the company will not be able to meet AI-driven customer demand in 2027 and 2028. That points to strong demand against limited capacity, but the report does not specify the bottleneck or the scale of the gap.