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Posted by
Two Blokes Jul 28 -
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Stock
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ASML delivered strong Q2 2025 results, beating expectations on revenue and profit, with gross margins above 53%. Stock weakness is driven by management's warning of potential 'no growth' in 2026, due to tariff uncertainty and delayed CAPEX spending. Despite political risks and cyclical volatility, ASML's fundamentals remain robust, with clear long-term growth guidance and a strong AI-driven outlook.
