Morning Notes : ASML NA, BFIT NA, ONTEX BB, UCB BB, WDP BB

: ASML NA, BFIT NA, ONTEX BB, UCB BB, WDP BB

Basic-Fit N.V. : Solid momentum in memberships and revenue forecast for Q1 2026

Morning Notes : ASML NA, BFIT NA, ONTEX BB, UCB BB, WDP BB

: ASML NA, BFIT NA, ONTEX BB, UCB BB, WDP BB

ASML Solid 1Q26, IBM and DUV (ARFi) lift FY26 guidance in line with CSS est.

ASML reported solid 1Q26 results, with revenue 1% above CSS expectations, driven by the strong IBM performance amid robust AI-driven demand and capacity constraints, particularly in memory. The stronger mix lifted gross margin by 80bps vs expectations, while diluted EPS came in 7% higher, supported by higher sales, margins, interest income and equity income. ASML maintained its FY26 gross margin guidance of 51–53%, where we see some upside, and revised FY26 revenue guidance to €36–40bn (from €34–39bn), supported by stronger-than-expected DUV immersion and IBM performance, with CSS close to the...

UCB Presents real world data in epilepsy at AAN

UCB presented new global, real-world, patient-centric data that highlighted quality of life impacts for epilepsy patients and caregivers at the American Academy of Neurology (AAN) conference, being held 18-22 April. The data shows the impact of sleep disturbances on activities of daily living (ADL) and communication, the negative impact of prolonged seizures on daily activities including work productivity, and the benefit of treatment persistence with Fintepla, which led to reduced healthcare resource utilization. € 284 TP and Buy maintained.