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$ASML : Guidance raised, demand strong
Sentiment: Positive
'''Seeking Alpha/YouTube highlight ASML’s strong Q2 with €9.3B sales and raised 2026 guidance (€43–45B revenue; up to 56% gross margin), plus plans for ~30% capacity expansion in each of the next two years. Long-term customer agreements are also cited as reducing cyclicality, supporting higher-quality earnings even if the stock lags the fundamentals.'''