The Motley Fool
21 Sept 2026, 01:32 UTC · 2h ago
Verdict
Headline takes no side. We score ASML +0.50 across four claims — strongly bullish.
+0.50strongly bullish
More positive than 63% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
Arm's stock-based compensation (SBC) represented roughly 69% of its operating cash flow.
Priced inanalysis of FY2026 results ended March 31
So whatThis high SBC ratio suggests that true cash generation is significantly lower, potentially depressing EPS if dilution increases to attract talent.
More negative than 84% of claims this week
ASML reported fiscal year 2025 revenue of approximately 32.7 billion euros, up from 28.3 billion euros the previous year.
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Scored by the NIS engine · methodology.
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Priced inanalysis of FY2025 results ended Dec 31
So whatThe 15.5% revenue growth indicates strong demand for EUV systems, supporting a higher valuation multiple for the next 12 months.
More positive than 62% of claims this week
Arm's revenue for the fiscal year ended March 31, 2026, reached $4.9 billion, a growth rate of 22.8% year-over-year.
Priced inanalysis of FY2026 results ended March 31
So whatConsistent double-digit growth helps justify Arm's premium P/E ratio relative to legacy semiconductor firms.
More positive than 62% of claims this week
ASML maintains a net margin of 29.4% based on its 9.6 billion euro net income for FY2025.
Priced inanalysis of FY2025 results ended Dec 31
So whatStrong margins provide a cushion for R&D spending required to maintain the EUV monopoly through 2027.
More positive than 49% of claims this week
Which stocks this story touches
More positive than 63% of ticker scores this week
Maintains a monopoly on EUV machines with high net margins and cash flow, despite geopolitical risks regarding China.
More positive than 58% of ticker scores this week
Shows strong revenue growth and profitability, though faces threats from RISC-V and smartphone market saturation.
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3d ago
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ASML hasn't traded since this ran. Last close $1679.92 (Sep 18); the reaction starts at the next open.
ASML chart →
