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reported orders that smashed past expectations while 2026 sales guidance was also ahead of estimates as AI demand continues to support the Dutch chip giant’s business.
Bookings, one of the most closely-watched metrics from investors, came in at 13.2 billion euros ($15.8 billion) in the fourth quarter of 2025, ahead of analyst expectations of 6.32 billion euros, according to Visible Alpha, as cited by Reuters. This was a record quarter for orders, according to ASML’s finance chief Roger Dassen.
ASML also announced a 12-billion-euro share buyback plan to be executed by Dec. 31, 2028.
The company said it expects net sales in the current quarter of between 8.2 billion and 8.9 billion euros and total sales for 2026 to come in at between 34 billion euros and 39 billion euros. The mid-point is above analyst expectations of 35.1 billion.
