> ## Content Index
> Fetch the complete content index at: https://www.huntingalphas.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# ASML's AI Supercycle Orders Just Doubled Street Expectations (Archive)
- URL: https://www.huntingalphas.com/asmls-ai-supercycle-orders-just-doubled-street-expectations-archive/
- Published: 2026-02-02T20:43:00.000Z
- Updated: 2026-02-28T20:05:44.000Z
- Description: ASML’s AI-driven EUV supercycle is accelerating orders, margins, and shareholder returns.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, ASML, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- ASML Holding N.V. delivered €13.2bn in Q4 orders, almost double expectations, as advanced logic and DRAM demand accelerated net bookings growth.
- EUV adoption in DRAM and the ramp of the NXE:3800E tool are increasing ASML’s lithography intensity exposure across both logic and memory.
- Higher EUV mix, improving gross margins, and strong free cash flow support ASML’s plan for a €12bn buyback through 2028.
- Despite a rich forward PE, ASML’s historical premium to semiconductor equipment peers remains compressed, even as bookings and earnings expectations rise.
- ASML’s share price is in a powerful uptrend versus the S&P 500, with no clear signs of distribution or bearish technical signals yet.

Read the full article [here](https://seekingalpha.com/article/4865036-asml-ai-supercycle-orders-just-doubled-street-expectations?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*