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ASML beats profit forecasts but shares slip

Original: ASML beat profit expectations, yet shares dipped 1.86% to 1717.76. The narrative is not the quarterly number; it is the

ASML reported quarterly profits above expectations, yet its shares fell 1.86% to 1717.76. Commentators say the story is less about the quarter and more about the outlook: customers are already reserving capacity for 2029 and 2030, and the binding constraint is manufacturing capacity rather than demand. Investors appear to be weighing the long booking horizon against near-term numbers.

Why now: Strong results paired with a falling share price invite debate over whether ASML's long-term capacity bookings justify the valuation.

ASML

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Evidence

• ASML beat profit expectations, yet shares dipped 1.86% to 1717.76. The narrative is not the quarterly number; it is the horizon. Clients are placing interest for 2029 and 2030. Capacity is the constraint now, not demand. Simulated results — not investment advice. # ASML #… · london5 · 1

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