BookingsASML's bookings provide increased confidence in the midpoint of ASML's 2025 guide, which may drive shares by potential upside to the high-end and increasing 2026 visibility.
China MarketASML expects a better than prior revenue contribution from China in 2025, indicating a positive outlook for the region.
PerformanceASML's revenue guide for 1Q25 is higher than prior estimates, indicating strong expected performance in the near term.