Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

Europe · 29 entries · 27 publications

ASML

ASML

Entries
29
Bullish
2
Bearish
0
First
Jun 12, 2025
Latest
Oct 20, 2026

▲ 2 bullish ▼ 0 bearish · 27 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Alpha of every thesis on ASML at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

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Sector research that mentions it

3

Timeline

Newest to oldest
  1. October 2026 14 entries

    Substack · +FlowkCash

    #58: La VALORACIÓN de AMAZON y los RESULTADOS del LUJO y ASML

    Bienvenid@ a +FlowKCash, un podcast de inversión en el que pretendemos hacer algo que no se ha hecho nunca…hablar de inversión de una manera accesible, amena y con conocimiento de causa.

    BullishAMZNASMLES2,579 words

    Since publication ASML +0.5% α +0.9 pp vs S&P 500 · USD

    Substack · Quality Stocks | GARP Investment Research

    Stock of the Week: ASML - Why Is the Market Not Impressed?

    Record earnings, exceptional margins and demand stretching into 2030. So why did ASML's stock fall + is the valuation finally becoming attractive?

    ASMLshort1,118 words

    Since publication −0.5% α −0.4 pp vs S&P 500 · USD

    Institutional · eToro

    Europe’s Most Valuable Company Will Test the Strength of the AI Revolution

    Dutch company ASML, Europe’s most valuable firm by market capitalization, will report its quarterly results on Wednesday. Investors will be looking for signs that the AI infrastructure build-out and demand for chips are…

    ASMLshort487 words

    Since publication −0.5% α −0.4 pp vs S&P 500 · USD

    Substack · Invertir Con Sentido Común

    TSMC y ASML Q3 2026

    Resultados extraordinarios, una demanda que supera la oferta y grandes perspectivas de crecimiento.

    ASMLES4,172 words

    Since publication −0.5% α −0.4 pp vs S&P 500 · USD

    Substack · Moats & Margins

    ASML and TSMC Q3: Strong Growth While the Market Has Its Doubts

    ASML and TSMC are growing rapidly, yet chip stocks remain under pressure. I break down their Q3 results, margins, cash flows and outlook, alongside competition, geopolitical risks and more.

    ASML3,155 words

    Since publication −0.2% α −0.4 pp vs S&P 500 · USD

    Substack · Learning.Investing.Thriving.

    Fast Five (ASML, GS, IBKR, JPM, TSM)

    Five key numbers for the week ended Oct 16, 2026.

    ASML2,560 words

    Since publication −0.2% α −0.4 pp vs S&P 500 · USD

    Substack · Best Anchor Stocks

    My 2028 numbers

    ASML’s Q3

    ASML3,177 words

    Since publication −0.7% α −0.2 pp vs S&P 500 · USD

    Substack · invirtiendoencalidad · Invirtiendo En Calidad

    Mis números para 2028

    El Q3 de ASML

    ASMLES3,110 words

    Since publication −0.7% α −0.2 pp vs S&P 500 · USD

  2. September 2026 2 entries
  3. August 2026 1 entry
  4. July 2026 1 entry

    Substack · TacticzHazel’s Substack · TacticzHazel

    Did China just kill ASML's moat?

    Everyone is panicking about the wrong China risk. The DUV news is making headlines, but the thing we should be worried about is the MATCH Act.

    ASML1,886 words

    Since publication +3.5% α +0.2 pp vs S&P 500 · USD

  5. December 2025 3 entries
  6. October 2025 1 entry
  7. July 2025 1 entry
  8. June 2025 6 entries

    Institutional · eToro

    Deep Dive: ASML

    The Daily Breakdown noted the breakout in ASML earlier this week and decided to do a deep dive into its fundamentals. Here’s what we found. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown…

    ASMLshort922 words

    Since publication +108.4% α +81.4 pp vs S&P 500 · USD

There are 6 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.