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ASML Gets 26 Upward FY EPS Revisions With Zero Cuts, Then Drops 3.3% on TSMC Delay News
ASML received 26 upward full-year EPS revisions in seven days with zero cuts — the strongest clean upgrade cluster in the dataset — yet the stock fell 3.3% on April 22 after TSMC said it has no plans to buy ASML's most advanced High-NA EUV machines, citing cost. The divergence between analyst conviction and market reaction is stark.
Supporting datasets
Supporting queries
To surface this insight, Baselight ran 5 queries across its structured data. Each one is reproducible — open it, read the SQL, and rerun it yourself.
Conclusion
EPS revisions 0y: 26 up, 0 down in 7 days; EPS trend 0y: $31.28 vs. $29.69 thirty days ago (+5.3%); close $1,417.80 vs. prior close $1,443.66; intraday drop 3.3%; WSJ reported ASML lost nearly $17 billion of market value on the TSMC news.