반응형 ExportControls2 ASML Stock Analysis: The Bookings Line That Went Missing ASML (ASML) Q2 2026 Earnings: Record Margin, Missing LineASML Holding NV (NASDAQ: ASML) reported second-quarter 2026 net sales of $10.9 billion equivalent, or €9.33 billion, with an operating margin of 37.1%, the highest in twelve quarters. The summary table at the top of that press release no longer carries a line the company had published for twenty straight quarters: net bookings. This ASML s.. 2026. 9. 11. Applied Materials (AMAT) Stock: 9 Straight Guidance Beats Applied Materials (NASDAQ: AMAT) grew trailing twelve-month revenue 7.8% to $30.8 billion, while its market capitalization rose 189.9% over the same year to $360.9 billion. This AMAT stock analysis works through why the trailing figure understates the business, how the company's own guidance record supports the re-rating, what split the 2.9x market cap increase into earnings and multiple, where .. 2026. 9. 9. Previous 1 Next 반응형
