ASM International stock rebounds 2.5% following a 45% Q3 increase
The Dutch semiconductor deposition equipment manufacturer rebounds mid-morning following a quarterly publication that exceeded expectations. The share, however, remains below its medium-term technical benchmarks.
A publication beating expectations, 2027 revenues targeted above €5.7 billion
The share ASM International gains 2.37% to €760.80, compared to €743.20 the previous day. Third quarter revenue published on October 27 reached €1,159 million, up 45% year-on-year, against an average expectation of €1.10 billion from analysts.
For 2027, management forecasts revenues exceeding €5.7 billion at constant exchange rates, whereas consensus had expected €5.43 billion. It cites very strong demand linked to artificial intelligence, while flagging increasingly tight supply conditions.
According to the company, the revenue target set for 2030 would thus be achieved three years earlier than planned.
A share still below its three moving averages, 6.4% away from the 200-day MA
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Despite this rebound, the share remains below its 200-day MA (€812.65), with a gap of 6.4%, and below its 20-day MA, at €816.71.
The share had fallen below the €750 threshold on October 15, during a global correction in technology stocks, and today's recovery comes after this decline. The RSI at 43 remains neutral. Support at €699.80 and resistance at €947.80 frame the current trading range.
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Context
Period
Period: T3 2026
Key reported figures
Revenue: 1 159 millions d'euros
Quarterly revenue: 1 159 millions d'euros
Revenue growth: 45 %
Net income: 308,1 millions d'euros
Guidance from the release
« The demand environment remains very strong. […] For 2027, we project revenue to increase to more than €5.7 billion at constant currencies. This means we expect to achieve the revenue target set for 2030 at our 2025 Investor Day three years ahead of plan. »
Risks mentioned
Supply chain conditions are increasingly tight, with continued need to work closely with suppliers and customers to support planned ramp in shipments
Changes in regulatory environment could impact growth projections
Mature logic/foundry sales expected to remain relatively stable, potentially limiting growth in this segment
Opportunities identified
Advanced logic/foundry expected to be strongest growth driver in 2027, supported by further increases in 2nm-related sales and strong momentum in 1.4nm
Strong growth expected in memory, particularly HBM-related DRAM reflecting higher customer investment levels
Recovery in power/analog/wafer segments expected to strengthen further in 2027
Outlook / guidance
Expected revenue: 4 284 millions d'euros
Management commentary: « Based on our Q4 guidance, revenue for the full year 2026 is expected to increase by approximately 35% at constant currencies, with equipment revenue expected to grow by more than 40%. »
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
